{"id":500,"date":"2010-08-04T05:01:28","date_gmt":"2010-08-04T10:01:28","guid":{"rendered":"http:\/\/www.privatebanking.com\/blog\/?p=500"},"modified":"2010-08-16T05:02:33","modified_gmt":"2010-08-16T10:02:33","slug":"fund-management-overview","status":"publish","type":"post","link":"https:\/\/www.privatebanking.com\/blog\/2010\/08\/04\/fund-management-overview\/","title":{"rendered":"Fund Management Overview"},"content":{"rendered":"<p><span style=\"font-family: arial; font-size: x-small;\"><strong><span style=\"color: #0080ff; font-size: small;\">Objective<\/span><\/strong><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">To provide those working\u00a0in Fund Management Operations\u00a0or with fund managers with a clear and complete overview of what fund management involves.\u00a0Besides formal presentations and exercises the course includes a\u00a0computer simulation\u00a0giving delegates in teams,\u00a0hands on experience of fund management in a competitive environment.<\/p>\n<p><\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"color: #0080ff;\"><span style=\"font-size: small;\"><strong>Delegates<\/strong> <\/span><\/span><\/span><\/p>\n<ul><span style=\"font-family: arial; font-size: x-small;\"><\/p>\n<li><span style=\"font-size: small;\">Fund Management support staff\u00a0and administrators <\/span><\/li>\n<li><span style=\"font-size: small;\">Pension Fund Trustees and Managers <\/span><\/li>\n<li><span style=\"font-size: small;\">Institutional Sales and Marketing executives <\/span><\/li>\n<li><span style=\"font-size: small;\">Lawyers in house and in practice (CPD Credit) <\/span><\/li>\n<li><span style=\"font-size: small;\">IT and Systems executives <\/span><\/li>\n<li><span style=\"font-size: small;\">Trainee Fund Managers <\/span><\/li>\n<li><span style=\"font-size: small;\">Brokers and Custodians <\/span><\/li>\n<li><span style=\"font-size: small;\">Compliance Officers <\/span><\/li>\n<li><span style=\"font-size: small;\">Accountants &amp; Actuaries <\/span><\/li>\n<li><span style=\"font-size: small;\">HR, Personnel and Recruitment managers<\/span><\/li>\n<p><\/span><\/ul>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">No specific prior knowledge is assumed but delegates should have at least 3 months&#8217; experience in or with a fund management operation.<\/p>\n<p><\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"color: #0080ff; font-size: small;\"><strong>Content<\/strong><\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Overview of Fund Management Industry <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Role of Custodians<\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-What do Fund Managers look for in investments? <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Investment Principles. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Main asset classes, characteristics and returns. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Fund Management operation structure. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Specialist investments and their uses. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Types of analysis. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Equity risks, returns, sector and stock selection. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Market forces. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Investment approaches and common strategies. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Bond types, risks, returns and selection. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Bond Yields. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Bond Credit Ratings. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Bond Portfolios. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Hedge Fund Overview.<\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Investment class historical returns and lessons. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Institutional portfolios: what and why? <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Fund Management Issues and Risks. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Potfolio construction approaches. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Asset allocation process. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Client need definition. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Benchmark selection and use. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-How portfolios change over time and why.\u00a0 Rebalancing.<\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Futures and Options outline. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"><span style=\"font-size: small;\">-Futures and Options uses in Portfolio Management. <\/span><\/span><\/p>\n<p><span style=\"font-family: arial; font-size: x-small;\"> <\/span><\/p>\n<div>\n<table border=\"0\" cellspacing=\"0\" cellpadding=\"3\" width=\"300\" bgcolor=\"#7dbeff\">\n<tbody>\n<tr>\n<td>\n<p align=\"center\">Todays Date:<script>datenow()<\/script> 16 August 2010<\/p>\n<hr \/>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<table style=\"height: 50px;\" border=\"1\" cellspacing=\"3\" cellpadding=\"3\" width=\"300\" bgcolor=\"#7dbeff\">\n<tbody>\n<tr>\n<td><strong>Duration<\/strong><\/td>\n<td>3 days<\/td>\n<\/tr>\n<tr>\n<td valign=\"top\"><strong>London<\/strong><\/td>\n<td valign=\"top\">13 &#8211; 15 September 2010<br \/>\n14 &#8211; 16 December 2010<br \/>\n1 &#8211; 3 March 2011<\/td>\n<\/tr>\n<tr>\n<td><strong>Fee<\/strong><\/td>\n<td>\u0408 1220 + VAT<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<table style=\"height: 50px;\" border=\"1\" cellspacing=\"3\" cellpadding=\"3\" width=\"300\" bgcolor=\"#7dbeff\">\n<tbody>\n<tr>\n<td valign=\"top\"><strong>Miami<\/strong><\/td>\n<td valign=\"top\">Dates on application<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div>\n<table border=\"0\" cellspacing=\"3\" width=\"30%\">\n<tbody>\n<tr>\n<td class=\"navBottom\" width=\"10%\"><a class=\"navBottom\" href=\"javascript:history.go(-1)\"><br \/>\n<\/a><\/td>\n<td class=\"navBottom\" width=\"10%\"><\/td>\n<td class=\"navBottom\" width=\"10%\"><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p><!-- End Table --><span style=\"font-family: Arial; font-size: x-small;\">Investment Education PLC<br \/>\n4th floor, Oddfellows house, 40 Fountain Street, Manchester M2 2BE, United Kingdom<br \/>\nTel:+44 (0)161 832 3800 Fax: +44 (0)161 832 5800<br \/>\nEmail: <a href=\"mailto:mail@investmenteducation.net\">mail@investmentEducation.net<\/a><br \/>\nRegistered in England Number 2129160<br \/>\nVAT Registered Number GB 480 2112 85<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Objective To provide those working\u00a0in Fund Management Operations\u00a0or with fund managers with a clear and complete overview of what fund management involves.\u00a0Besides formal presentations and exercises the course includes a\u00a0computer simulation\u00a0giving delegates in teams,\u00a0hands on experience of fund management in a competitive environment. Delegates Fund Management support staff\u00a0and administrators Pension Fund Trustees and Managers Institutional &#8230; <a title=\"Fund Management Overview\" class=\"read-more\" href=\"https:\/\/www.privatebanking.com\/blog\/2010\/08\/04\/fund-management-overview\/\" aria-label=\"Read more about Fund Management Overview\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[],"_links":{"self":[{"href":"https:\/\/www.privatebanking.com\/blog\/wp-json\/wp\/v2\/posts\/500"}],"collection":[{"href":"https:\/\/www.privatebanking.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.privatebanking.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.privatebanking.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.privatebanking.com\/blog\/wp-json\/wp\/v2\/comments?post=500"}],"version-history":[{"count":1,"href":"https:\/\/www.privatebanking.com\/blog\/wp-json\/wp\/v2\/posts\/500\/revisions"}],"predecessor-version":[{"id":501,"href":"https:\/\/www.privatebanking.com\/blog\/wp-json\/wp\/v2\/posts\/500\/revisions\/501"}],"wp:attachment":[{"href":"https:\/\/www.privatebanking.com\/blog\/wp-json\/wp\/v2\/media?parent=500"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.privatebanking.com\/blog\/wp-json\/wp\/v2\/categories?post=500"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.privatebanking.com\/blog\/wp-json\/wp\/v2\/tags?post=500"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}