Best Mutual Fund Interactive Application

The Challenge: To demonstrate the benefits of floating rate loans in today’s interest rate environment.

The Solution:
BlueRush created a tool for CIBC that illustrates how adding Floating Rate funds can help a client’s portfolio in a rising rate environment. The tool is meant as a conversation starter for advisors. It helps to explain the concept behind this type of investment, as well as its benefits by illustrating how a rise in interest rates can adversely affect fixed rate holdings, such as long-term bonds; how the floating rate loan asset class can mitigate this risk; and how it can fit into a balanced portfolio.

Contributors:

BLUERUSH

Location: Canada