Fund Management Overview

Course

In

£ 1,260 + VAT

Description

  • Type

    Course

  • Duration

    3 Days

  • Start date

    Different dates available

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

Facilities

Location

Start date

Start date

Different dates availableEnrolment now open
Different dates availableEnrolment now open

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
  • Marketing
  • Sales
  • Fund Manager
  • Management Operations
  • Construction Training
  • Sales Marketing

Course programme

Fund Management Overview - Training Course

Content:

  • · 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
  • · Investment class historical returns and lessons
  • · Institutional portfolios: what and why?
  • · Fund management issues and risks.
  • · Portfolio 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.

Fund Management Overview

£ 1,260 + VAT