Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.
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Wednesday, October 16 • 4:45pm - 5:15pm
FPA® Quick Start: Changes to the Bloomberg Barclays U.S. Aggregate Index [CFP CE]

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For more details, visit the FPA® Full Schedule.

The world and financial markets have changed dramatically since the financial crisis. One area of change that investors may not have considered is the composition of the universal benchmark for investment grade fixed income, the Bloomberg Barclays U.S. Aggregate Index. As government issuance and corporate issuance have grown at an unprecedented pace, the impacts to the Index and the implications for investors must be considered. During this presentation, we’ll review the changes in the composition to the Index and the potential impact to investors.

Learning Objectives:
  • Describe changes to the Bloomberg Barclays U.S. Aggregate Index since the Financial Crisis
  • Identify and discuss in detail how the changes to the Index impact investors and the overall market
  • Explain the opportunities that have arisen in the fixed income markets due to the ongoing changes to the Index


Douglas Gimple

Senior Portfolio Specialist, Diamond Hill Capital Management

Wednesday October 16, 2019 4:45pm - 5:15pm CDT