Covering the entire spectrum of the fund management process, learn how specified investment goals for the benefit of the investors are met by the fund management industry
Gain in these 3 days a thorough theoretical and practical overview of the investment management process, by learning. the principles of the investment philosophy. Learn to set financial targets, understand the global risk, the markets, risk tolerance, the research needed, asset allocation techniques, portfolio and performance measurement. Learn:
- The different fund types and fund characteristics
- The asset classes and associated risk
- Modern portfolio theory
- Comparative fund types and structures
- Understanding benchmarks, mandates, investment objectives and constraints
- Fund management styles
- Performance and performance measurement
- The fund documentation
This course is designed for all professionals directly or indirectly involved with financial decision making internally or externally wanting to gain international capital market, finance knowledge and wider management skills. Basic knowledge on financial instruments such as Equity, Debt and Funds are required.
What You Will Learn
The course has been designed to provide you with the perfect synergy between theory and practice. It begins by equipping you with a strong theoretical background on how markets operate and how to set financial objectives. This is then followed by a detailed, practical look if these targets can be achieved in the current economic climate and which asset allocation would be needed for the risk taken to achieve these targets. Also the techniques to manage risk and rebalanced portfolios are evaluated.
Practice-based learning and critical engagement is a key theme through all our courses allowing delegates to acquire the needed skills and techniques to be applied as soon as they are learned and developed.
A discussion forum is available allowing delegates to exchange ideas, reflect on learned issues or raise questions in between training dates. All course resources are available online, including audio and video material from industry experts.