Objective
To provide those working in Fund Management operations or with Fund Managers, with a clear and complete overview of what fund management involves. The Assets, their characteristics and interaction, risks etc are all illustrated in both practice and relevant theory.
Delegates
- Fund Management and Broker support staff and administrators
- Pension Fund Trustees and Managers or Administrators
- Institutional Sales and Marketing executives
- Lawyers (CPD credit)
- IT and Systems executives
- Trainee Fund Managers
- Brokers and Custodians
- Back and Front Office staff
- Compliance Officers
- Accountants and Actuaries (CPD Credit)
- HR, Personnel and Recruitment managers
No specific prior knowledge is assumed but delegates should have at least 3 months' experience in or close to a fund management operation.
CONTENT
Industry Overview: Classes of Investors and Clients
Investment Principles
Main Asset Classes: Characteristics, Risks and Returns
Specialist Investment instruments
Back office operations
Model Portfolio Concept
Investment Approaches : Fundamental, Technical, Beta, Concept
Equity Stock and Sector Selection
Market Forces
Investment Strategies:Growth, Value, Large v Small Cap, Indexation, Cyclical
Market Timing Impact on Portfolios
Fixed Income Markets : Bond types, Issuers, Risks
Bond Yields & Yield Curves
Bond Credit Ratings explained and their significance.
Bond Portfolios
World stockmarket overview
Using risk to minimize risk
Developing v Developed Markets
Hedge Funds Overviews
Investment Classes: Historical Returns and Implications
Institutional portfolios : What & Why
Fund Management Issues and Risks.
Portfolio Construction Approaches.
Portfolio Theory Outline
Diversification benefits and limitations
Asset Allocation Process
Benchmark Selection and problems
Meaning of Tracking Error
How Portfolios change over time and why
Futures Outline
Options Outline
Futures & Options in Portfolio Management
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