• What other dedicated management strategies are available to bond managers?
• What is meant by a contingent immunization approach to bond portfolio management?
• What is the firm's competitive position in terms of cost and pricing? This can be critical to a small firm.
• What is the firm's cash flow relative to cash requirements for interest, research, growth, and periods of economic decline? Also, what is the firm's borrowing capacity that can serve as a safety net and provide flexibility?