Fixed Income Portfolio Management (Level III)

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Lyrics

[Verse 1]
Portfolio manager weighs the pension load
Liabilities stretching down the road
Cash flow matching, payment by payment align
Every dollar timed to that deadline
Duration matching, sensitivity's key
Immunization locks in certainty

[Chorus]
LDI keeps the future bright
Match those flows and get duration right
Full replication or sample the field
Optimization makes the index yield
Active plays with sectors in rotation
Fixed income builds the nation

[Verse 2]
Index tracking takes three different roads
Full replication buys what the benchmark holds
Stratified sampling picks by strata clean
Optimization finds the leanest machine
Every bond or just the best selection
Mathematical bond collection

[Chorus]
LDI keeps the future bright
Match those flows and get duration right
Full replication or sample the field
Optimization makes the index yield
Active plays with sectors in rotation
Fixed income builds the nation

[Bridge]
Bullet portfolio, one maturity date
Barbell spreads short and long to concentrate
Ladder climbs each year with bonds that mature
Sector rotation when the cycle's sure
Credit positioning rides the quality wave
Duration timing, that's the yield you save

[Verse 3]
International bonds cross currency lines
Hedging foreign exchange risk defines
Cross-currency basis, the spread that appears
When swapping currencies through the years
Currency forward contracts lock the rate
Global diversification can't wait

[Chorus]
LDI keeps the future bright
Match those flows and get duration right
Full replication or sample the field
Optimization makes the index yield
Active plays with sectors in rotation
Fixed income builds the nation

[Outro]
Contingent immunization gives you choice
Active management with a safety voice
When performance falls to the floor
Immunization becomes the core

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