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Trustees Guide to Securities Lending

in Investment Education PLC (England)

Classes Course

Price:

£380 + VAT

Duration:

1 Day

Start:

20/02/2009 calendar
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Requirements:

While no prior knowledge is assumed of this topic, a basic knowledge of Equities and Fixed Income is ... see more

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Course objectives:

This half day seminar explains what Securities Lending is and gives an overview as to the rationale, the Lenders and Borrowers, Risks and Returns available.

Investment Education PLC

Investment Education PLC provides  both Public and In-House Tailored courses in Securities, Derivatives, Hedge Funds, Accounting, Back & Front Office Operations and Fund Administration. Newly...

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Course details

Type Course Duration 1 Day
Method / place Contact course provider Inhouse / Classes
Course objectives This half day seminar explains what Securities Lending is and gives an overview as to the rationale, the Lenders and Borrowers, Risks and Returns available.
Requirements
While no prior knowledge is assumed of this topic, a basic knowledge of Equities and Fixed Income is needed.
Price £380 + VAT
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Course programme

Trustees Guide to Securities Lending
Trustees Guide to Securities Lending Training Course Background & Objectives   Pension Funds increasingly are using Securities Lending as a necessary means to increase Fund income. To most Trustees, discussions in this technical area are shrouded in mystery and so the Returns, Risks, Issues and Procedures are difficult to entertain.   This half day seminar explains what Securities Lending is and gives an overview as to the rationale, the Lenders and Borrowers, Risks and Returns available. While no prior knowledge is assumed of this topic, a basic knowledge of Equities and Fixed Income is needed.   A more detailed 1 day course is provided for those requiring more technical detail.   Content   What is Securities Lending and Borrowing? Why and who lends and borrows? Which securities and in which markets is there substantial Lending?   Lending Options and Features of Lending Programmes Lender considerations Example returns Counterparty selection Custodian programmes Self managed programmes   Factors affecting the supply of securities The Loan Process Examined Management of Loans and Collateral   The Risks in Securities Lending Legal & Regulatory Considerations
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When Start: 20/02/2009 Finish: 20/02/2009 See calendar
 
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On Investment Education PLC

Provider description
Investment Education PLC provides  both Public and In-House Tailored courses in Securities, Derivatives, Hedge Funds, Accounting, Back & Front Office Operations and Fund Administration. Newly introduced subjects include Trade Fails. Operational Risks and Human Performance Measurement in Financial Services.
It serves the Fund Management,  Securities, Broking and Banking industries providing interesting, practical and focused courses. It also helps IT providers and Government regulators  who interact with the FInancial community.
Founded in 1987, it is now one of the world’s leading international financial training companies offering regular courses in the United Kingdom, across Europe and the Americas and Middle East.
It has  15 presenters located in several countries. All trainers and presenters have current or recent actual experience of working in their subject area as well as presentational experience. The company is different in that It emphasizes real problems, experience and practice not pure theory or exam knowledge. Growth has mainly come through client recommendation.  Some courses can be presented in French or German etc
One reason successful clients come to Investment Education PLC is for its Course Tailoring and Design. These meet client needs – all delivered at very reasonable rates anywhere in the world.
Advantages of studying with Investment Education PLC
Public or In-house tailored courses Courses at client locations - anywhere Courses emphasize real problems, experience and practice -  not pure theory or irrelevant exam knowledge. Presenters have years of actual work experience in their area of presentation Enjoyable and interesting courses  - well presented. if people enjoy themselves  learning is easy ! Some courses can be presented in French or German etc Unlimited fee post course assistance to participants
Course provider history
Founded in 1987, it is now one of the world’s leading international financial training companies offering Public and In-House Tailored courses in the United Kingdom, across Europe and the Americas and Middle East. Our substantial growth has come via client recommendation.
Specialises in
Hedge Funds Futures, Options, Swaps, CDOs OEICS, Unit Trust & SICAV Administration Corporate Actions Bonds & Fixed Income Markets Accounting for Investment Accounting for Derivatives Global Custody Failed Trades Management Risks & Controls with  Securities Operations Fund Managment Overview Pension Trustee Investment Breifings (various) Pension Regulation Offshore Fund Administration Securities Markets & Settlement (various) Pension Fund Accounting Compliance Data Protection Act Briefings Human Performance Measurement  Finance for the Non-Financial Qualified Intermediary and US NRA Regulations  OEICS & Unit Trust Accounting Transfer Agency Venture Capital Banking Operations How the Real World Affects Investments Pension Fund Transfers Securities Lending & Borrowing

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