Fidelity Investments has launched an innovative new tool that allows modeling of specific bond-exposure choices as clients ask about rising rates and how they affect fixed-income portfolios. The effort is the latest example of asset managers' ongoing efforts to improve their websites and educational outreach.
The calculator shows advisors how time horizons and the relationship between return and duration might affect portfolios with different bond-sector exposure. It shows potential yield, percent return, duration and volatility, along with some more advanced features.
For more on Fidelity’s value-adds for advisors, visit their NAPA Partner Corner page.
