Fund Management - An Introduction
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Description and objective: Investment Products
Pension funds
Ageing populations and problems with government pensions
Tax benefits
Role of the consultants, trustees and investment restrictions
Benchmarking - WM, CAPS, Russell benchmarks
Unit trusts, OEICs and SICAVs
FSA Investment restrictions, role of the trustee/depository, UCITS
Directive
Umbrella funds
Investment trusts
Marketing rules, listing and trading of shares, discount/premium to NAV
ISAs
Wealth management
Charities
Offshore funds
Hedge funds
Investment Objectives
Client's time horizon: income versus capital growth
Ethical investments (SRI policies)
Meeting future liabilities
Risk tolerance
Legal limitations
Structuring the portfolio across asset classes
Winning New Business
Retail funds
IFAs, discount brokers, broker funds and direct marketing
Fund supermarkets and internet sites
Institutional funds
Client services team, RFPs
The Structure of an Investment Institution
The structure of an investment house
The front office
A day in the life of a fund manager
Role of portfolio constructors
The middle office
Dealing, FX deals
Investment administration
Fund admin (settlements, custody, cash management, stock
reconciliations, valuations)
Client services and business operations
Managing Portfolios
Index tracking styles
Replication, sampling and using index futures
Active styles and top-down vs bottom-up
Growth versus value investing
Contrarian, momentum, themed styles
Technology funds and other specialist funds
Institutional funds, balanced funds, core plus satellite
Multi manager approach
HOW YOU WILL BENEFIT
The course is designed to destroy the mystique surrounding the investment industry with all terms and jargon fully explained. It is designed to instil confidence in the delegates and enhance their basic understanding of the investment products and process. It will enable them to better understand their role within a firm and how they can enhance their effectiveness.
Contact Redcliffe Training Associates
| Phone | +44 (0)20 7631 2090 When calling be sure to mention Training Pages
| Fax | +44 (0)20 7631 2060 |
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