Fund Management Overview
Course
In
Description
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Type
Course
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Duration
3 Days
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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
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.
Reviews
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