Fund Management Overview

Training

Inhouse

Price on request

Description

  • Type

    Training

  • Methodology

    Inhouse

  • Duration

    3 Days

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. Suitable for: 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

About this course

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

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Subjects

  • Investment Funds
  • Hedge Fund
  • Investment
  • Credit
  • Returns
  • Simulation
  • Accountants
  • Management Operations
  • Sales and marketing
  • Sales Marketing

Course programme

Fund Management Overview - Training Course

If you have several people to train, then it may work out more cost effective to hold an in-house Fund Management Overview course. You can tailor the content specifically to meet the needs of your company.

Content:

· Overview of fund management industry

· 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

· Investment class historical returns and lessons

· Institutional portfolios: what and why?

· Fund management issues and risks.

· Portfolio construction approaches.

· Portfolio theory outline.

· Asset allocation process.

· Client need definition.

· Benchmark selection and use.

· How portfolios change over time and why.

· Futures and options outline.

· Futures and options uses in portfolio management.

· Fund management simulation

Additional information

Payment options: If you would like us to quote your organisation for an in-house tailored course, please do not hesitate to contact us

Fund Management Overview

Price on request