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Fund Management Overview£ 9803 daysLondon    4th 

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Please See Below For Course Information On 'Fund Management Overview'



Overview

Content

-Overview of Fund Management Industry

-What do Fund Managers look for in investments?

-Investment Principles.

-Main asset classes, characteristics & returns.

-Fund Management operation structure.

-Specialist investments & their uses.

-Types of analysis.

-Equity risks, returns, sector & stock selection.

-Market forces.

-Investment approaches & common strategies.

-Bond types, risks, returns & selection.

-Bond Yields. Bond Credit Ratings.

-Bond Portfolios.

-Investment class historical returns & lessons.

-Institutional portfolios: what and why?

-Fund Management Issues and Risks.

-Potfolio construction approaches.

-Portfolio theory outline.

-Asset allocation process.

-Client need definition.

-Benchmark selection and use.

-How portfolios change over time and why.

-Futures and Options outline.

-Futures and Options uses in Portfolio Management.

-Fund Management Simulatio

Who is it 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

No specific prior knowledge is assumed but delegates should have at least 3 months' experience in or with a fund management operation.

What will I learn?

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.

How will I be assessed?

A Certificate will be issued at the end of the course.

Address

This course is held at a Central London Hotel - Venue to be arranged

Additional Notes

This course is also available as a tailored in-house course presented at your offices

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