Understanding Securitized Products: Their Value in Today's Fixed Income Market
Understanding Securitized Products: Their Value in Today's Fixed Income Market
Please note that this session was recorded live at the 2025 Trustee School, and some audio may not have been captured during the recording.
Session Summary: This session demystifies securitized instruments and highlights their expanding role in both financing the U.S. economy and as an investment for institutional fixed income portfolios. Attendees will explore how asset-securities (ABS), residential and commercial mortgage-backed securities (RMBS and CMBS), and collateralized loan obligations (CLOs) can enhance diversification, improve risk-adjusted returns, and offer structural protections beyond those found in traditional corporate bonds.
Presenter:
Scott Weston
Managing Director, Senior Fixed Income Portfolio Manager
Fort Washington Investment Advisors
Credits: This course is worth 1.0 GAPPT CEC (Continuing Education Credit). It also qualifies for 0.1 IACET CEU (Continuing Education Unit).
Instructions: Participants must watch the session video presentation and pass the session assessment to earn GAPPT CECs.
Prerequisites: None.
Equipment Requirement: Computer, tablet or smartphone and internet access. To avoid issues, please use Google Chrome as your browser.
Cost: Member Registration: $80.00 / Non-Member Registration: $120.00
Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.
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Price per voucher
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FAQ
In this session, participants will learn to:
Review the evolution of the securitized markets and describe how securitization has become a large and important part of the U.S. bond market and the U.S. economy.
Discuss the emergence of securitization as a "shadow banking industry" that is now financing everyday needs of consumers and businesses.
Explain the changes in the securitization markets since the Great Financial Crisis that have reduced risk and improved liquidity.
Describe how securitized products are used in fixed income portfolios, including the benefits of diversification, transparency of monthly reporting, and risk-adjusted returns.