Investment Education Plc courses

...Background The Pensions Act requires all Trustees of Pension Funds to have knowledge and understanding of a wide range of investment issues... Learn about: Pension Funds, IT risk, Fund Manager...

...Therefore it is useful for those who have seen only one aspect and want an overview or for those who want a refresher on Fund Administration. OEIC... Learn about: Portfolio Management, Investment Management, Equity Finance...

...Order Management · Trade execution · Trade capture · Trade enrichment · Trade agreement · Settlement instructions · Pre-value date statuses · Failed trades... Learn about: Office IT, IT risk, Ms Office...

...This one day course provides a concise and useful briefing as to the major Real World and Economic factors, what they are, their roles and impact on Pension Fund Investment... Learn about: Confidence Training, Emerging Markets, Investment Management...

...Hedge Funds are an area of tremendous interest at present for Trustees. Shrouded in mystery they are typically suggested as giving extra return as... Learn about: Pension Funds, Hedge Fund, IT risk...

...Assuming no prior knowledge, this one day Briefing is designed to give an understanding as to the major Bond or Fixed Income investments, what they... Learn about: Income Tax, Pension Funds, Bonds Trading...

...Suitable for: Independent Briefing for Pension Trustees Trustee Swaps Briefing Training Course Background Swaps are increasingly suggested to Trustees... Learn about: Investment Management, Stock Options, Currency Swaps...

...The most common Derivatives used are Futures and Options and this seminar aims to explain individually: what Futures and Options are. How they... Learn about: Communication Skills, Pension Funds, Stock Options...

...the main choices Meaning and use of Tracking Error Top Down v Bottom Up approaches Portfolio Protection tools and their uses Fund Considerations & Investment... Learn about: Risk Assessment, IT risk, Construction Training...

...Which securities and in which markets is there substantial Lending? Lending Options and Features of Lending Programmes Lender considerations Example returns... Learn about: Custodian programmes, Example returns, Lending Options and Features of Lending...

...part of Investment Management and an area in which Trustees have an input but which is alien to them. This half day seminar provides an understanding of Custody... Learn about: Legal profession, Global Custody, Trustee audit...

...This course gives a complete overview of the accounting procedures in all the major investment areas: Equities, Fixed Interest, Property, Futures and Options... Learn about: Pension Funds, Business Accounting, Financial Accounting...

...Securities L & B markets are driven by a diverse set of considerations such as raising portfolio returns, taking positions, creating leverage... Learn about: Office IT, Financial Training, IT risk...

...treatment for investors and issuers. How much it varies by type and jurisdiction. How Structured Covered bonds are created and how they compare... Learn about: IT risk, Bonds Trading, Balance Sheet...

...IT Developers who need to create solutions and support front office and traders. Mid & Back Office executives. Risk Controllers & Compliance executives & staff... Learn about: Risk Management, IT risk, Financial Training...

...correlation analysis Using daily to monthly data Between hedge funds Between hedge funds & classical indices ● VaR for hedge funds New tools and Ratios... Learn about: IT risk, Hedge Fund, Investment Funds...

...co-operation or frustration? ● Public-side investors ● External regulatory and political influences ● Sponsors, debt buy-backs and debt for equity swaps... Learn about: IT risk, Fixed Income, Financial Training...

...Bankers involved in or who are considering Leveraged Finance. CFOs, Financial Directors & Controllers considering Leveraged Finance. Private Equity & Venture Capital executives... Learn about: Banking Financial Services, Sales Training, Financial Training...

...Why invest overseas? - Main stock markets compared - Developed v Emerging Markets: the trade-offs accepted - Meaning and use of Correlation to reduce portfolio... Learn about: Bonds Trading, Hedge Fund, IT risk...

...can be faulty Rational minds can be irrational Investor defects - Overconfidence - Hindsight bias - Short Term Focus - Hot Hand Facility - Mental Accounting... Learn about: Behavioural Safety, Finance strategy, Rational investor...