Managing Portfolio Duration

from Bond Investment Mentor · host Chris Nelson, CFA

Welcome to Bond Investment Mentor! In this episode, Chris discusses investment portfolio duration management and why it matters for community financial institutions. He also shares a four-step process to help you manage investment duration systematically. In this episode: Market & Fed update (2:15) Changing Fed communications (4:29) Managing portfolio duration (10:19) The two definitions of duration Why managing investment duration matters Setting duration targets & portfolio management techniques Helping institutions with investment strategy development (Learn More) (32:54) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let’s Connect via Social Media! LinkedIn: Christopher Nelson, CFA Connect with Nelson Capital Advisors Interested in discussing how these concepts apply to your institution? I'd welcome the conversation. Email: [email protected] Phone: 207-420-2442 Website: NelsonCapitalAdvisors.com About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance. Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities. For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure. Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.

Episode metadata supplied by the publisher feed · Published Jul 23, 2026

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In this episode, Chris discusses why duration management matters for community financial institutions and shares a practical four-step process for managing duration in the investment portfolio.

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Managing Portfolio Duration

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This episode was published on July 23, 2026.

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