Investment Education Plc courses

...available as an in-house tailored course. Details of all our Pension Trustte courses are available upon request. Background Bonds or Fixed Income investments... Learn about: Income Tax, Fixed income management, Income declaration...

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

...to generate income. Since these are products are unusual and can be complex the result is often bewilderment and confusion on the side of Trustees... Learn about: Pension Funds, Fixed Income, Stock Options...

...over / under weighting Use of Overlays LDI and Asset - Liability matching Timing,Transition and Stock Lending Portfolio Review and Rebalancing requirements... Learn about: Portfolio Management, Risk Assessment, Fund Manager...

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

...Legal Requirements & Responsibilities Types of Global Custody Arrangements Uses of Sub Custodians What is required for Safe Custody? RFP - what is it... Learn about: Trustee Bonds, Trustee audit, Custody Services...

...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...

...Marriage value and value adding effects - Effect of gearing 10 Hedge Funds Overview - What are Hedge Funds? - Meaning of Long/Short - Use of Leverage/Gearing... Learn about: Hedge Fund, Bonds Trading, IT risk...

...holdings 2 Private Equity Returns- the Basics · Required information in accounts · Compound versus annual returns · Historic year returns · IRR’s – the... Learn about: Venture Capital, International Accounting, Accounting MBA...

...Accounting for Bond Futures - Exercise on Accounting for Futures - Swaps Accounting: Fixed v Floating - Credit Derivatives Accounting - Exercise on Swaps... Learn about: Stock Options, IT risk, OTC Derivatives...

...the Financial Markets are and the nature of their main products for those with no prior knowledge. Suitable for: IT, HR and other specialists new to the... Learn about: IT risk, Stock Markets, Financial Training...

...The course is based on practical examples leading to a complete investment portfolio situation. Delegates Accounting and administration staff in fund departments... Learn about: Financial Accounting, Business Accounting...

...and Custodians * Compliance Officers * Accountants & Actuaries * HR, Personnel and Recruitment managers Fund Management Overview - Training Course If... Learn about: Sales Marketing, Investment Funds, Management Operations...

...the long-term view- products and services and what to offer when Identifying the real needs of the client: - critical questions to ask- setting up a correct risk profile... Learn about: IT risk, Insurance brokers, Office IT...

...(correlation with traditional asset classes, level of returns) - The players: insureds, beneficiaries, funds, brokers, underwriters, tracking agents... Learn about: Office IT, Hedge Fund, Fixed Income...

...Hedge Funds looking at alternative products - Oil, Gas and Utility company executives - Energy & Commodity Traders considering new areas - Fund Managers... Learn about: Oil and Gas, Energy Markets, Energy Derivatives...

...Where are they? Domicile, Onshore vs Offshore. Asset Class performance or Manager value-added? The search for Alpha Hedge Fund Tactics, Counter-Parties... Learn about: Financial Risk, IT risk, Hedge Fund...

...Brokers - Custodians - Fund Managers - IT Executives covering these markets and others investing in these areas would also benefit. Delegates are expected... Learn about: Eastern european, Corporate actions, Foreign Currency...

...Venezuela An overview will be provided of developments in:- - Bolivia - Ecuador - Uruguay Aspects Reviewed:- Pre Investment Requirements Stockmarket Overview of each market... Learn about: Ms Office, Office IT...

...Objective To provide a review of the Clearing, Settlement and Custody aspects in the major markets of Western Europe (excluding the UK). Very little knowledge... Learn about: Office IT, Western european markets, European Law...