AdvisorToClient

Worksheet: Tracking bond exposure

Worksheet Worksheet


Use this Worksheet to track which bond issues your clients own; and then explain what type of risk exposure picture that paints.

Preview of Worksheet: Tracking bond exposure

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Worksheet: Tracking bond exposure

Government (_____% of Fixed-Income Allocation)
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  • Canada
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  • U.S.
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  • Europe/Australia/Japan
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  • Emerging Markets
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