Fund Management Overview Course

 Location: Available Globally

To provide those working in Fund Management Operations or with fund managers with a clear and complete overview of what fund management involves. Besides formal presentations and exercises the course includes a computer simulation giving delegates in teams, hands on experience of fund management in a competitive environment.

Delegates

• Fund Management support staff and administrators
• Pension Fund Trustees and Managers
• Institutional Sales and Marketing executives
• Lawyers in house and in practice (CPD Credit)
• IT and Systems executives
• Trainee Fund Managers
• Brokers and Custodians
• Compliance Officers
• Accountants & Actuaries
• HR, Personnel and Recruitment managers

No specific prior knowledge is assumed but delegates should have at least 3 months' experience in or with a fund management operation.

Course categories:Asset Management Courses, Hedge Funds Courses, Asset Management Inhouse, Hedge Funds Inhouse

COVERED TOPICS

-Overview of Fund Management Industry

-Role of Custodians

-What do Fund Managers look for in investments?

-Investment Principles.

-Main asset classes, characteristics and returns.

-Fund Management operation structure.

-Specialist investments and their uses.

-Types of analysis.

-Equity risks, returns, sector and stock selection.

-Market forces.

-Investment approaches and common strategies.

-Bond types, risks, returns and selection.

-Bond Yields.

-Bond Credit Ratings.

-Bond Portfolios.

-Hedge Fund Overview.

-Real Estate Overview.

-Investment class historical returns and lessons.

-Institutional portfolios: what and why?

-Fund Management Issues and Risks.

-Potfolio construction approaches.

-Asset allocation process.

-Client need definition.

-Benchmark selection and use.

-How portfolios change over time and why.  Rebalancing.

-Futures and Options outline.

-Futures and Options uses in Portfolio Management.

REGISTRATION & PRICING INFORMATION

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Registration price

980.00

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Price: 980.00
Location: Available Globally
Event date: Open date - Open date
Event duration: -
Event time: 09.00 h - 17.00 h

ADDITIONAL DATES

CONTACT US

Email: info@financialveritas.com

Phone: +44 208 133 5917