Fund Management
Fund Management.

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
- 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
- Investment class historical returns and 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 Simulation

 
Course Dates
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The course either has new dates in data loading, or is only run as a dedicated or In Company course.
Tools
 
Key Details
Provided by:
Investment Education Plc


 
Duration3 days
 
£980
per delegate