Objective
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.
Delegates
- 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
No specific prior knowledge is assumed but delegates should have at least 3 months’ experience in or with a fund management operation.
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.
-Potfolio 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.
|
Todays Date: 16 August 2010 |
| Duration | 3 days |
| London | 13 – 15 September 2010 14 – 16 December 2010 1 – 3 March 2011 |
| Fee | Ј 1220 + VAT |
| Miami | Dates on application |
Investment Education PLC
4th floor, Oddfellows house, 40 Fountain Street, Manchester M2 2BE, United Kingdom
Tel:+44 (0)161 832 3800 Fax: +44 (0)161 832 5800
Email: mail@investmentEducation.net
Registered in England Number 2129160
VAT Registered Number GB 480 2112 85