Fundamentals of Fund Management

Agenda Summary ï Understanding the Fundamentals of Investment ï Portfolio Theory ï The Fund Management Process ï Examining the Types of Investment Fund and their Portfolios ï Understanding the Asset Classes ï The Economy and Investment ï Analysing Equity Investment Styles ï Equity Investment Analysis ï Analysing Bond Investment Styles ï Bond Investment Analysis ï Other Types of Investment Styles ï The Process of Investment Allocation ï Evaluation of Investment Performance Case Studies and Exercises ï Correlation impact on a portfolio ï Performance comparisons ï Board & management responsibilities ï Prioritising economic indicators for the current market ï Evaluating a quoted company from a balance sheet report ï Comparing bond performance ï Risk adjusted performance analytics ï Discussion and suggested further study and reference material