A Comprehensive Guide to Investment Funds: From Creation, Strategies, Risk Management through to Practical Insights
This two-day course provides a comprehensive overview of investment funds and their role in the financial ecosystem. It begins with an introduction to the structure and types of investment funds, exploring the client's perspective and the importance of government regulations and protections. You will gain insights into fund creation, investment strategies, and the dynamics of financial markets, including systematic and unsystematic risks.
The curriculum covers essential topics such as portfolio theory, construction, asset allocation, global drivers, and the principles of fundamental and quantitative analysis. Additional focus is placed on financial assets, associated risks, derivatives, and hedging instruments like futures, options, and swaps.
Key components of the course also include risk management in investment funds, operational processes like banking, fund documentation, and strategies for performance evaluation and monitoring. Through hands-on business cases, participants will apply their knowledge and develop practical expertise in managing and analyzing investment funds effectively.
You will learn about:
- The Purpose of Investment Funds
- The Client Perspective
- Government Regulation and Protection (UCITS, AIFM, SFDR, MiFID, ESG ..)
- Types of Funds
- The creation of an Investment Fund
- Investment Strategies
- Understanding Financial Markets (Systematic & Unsystematic Risk)
- Global Themes and Drivers
- Portfolio Theory, Construction & Asset Allocation
- Fundamental Analysis & Valuation ( Qualitative versus Quantitative Analysis)
- The Financial Assets & Associated risk
- The Derivatives and Hedging (Futures/ Options/ Swaps)
- Risk Management in Investment Funds
- Fulfillment and Fund Documentation
- Banking, operations, and processing of funds
- Performance evaluation, expected return & monitoring
- Business cases & testing our knowledge
For Who?
- Finance Professionals: CFOs, portfolio analysts, financial advisors, and investment strategists seeking to enhance their expertise in fund management and investment strategies.
- Entrepreneurs and Business Owners: Those looking to understand their investments better, manage risks effectively, or set up investment funds for their business ventures.
- Government and Regulatory Personnel: Professionals working in regulatory bodies or financial oversight roles who want better to understand the mechanics and compliance aspects of investment funds
- Banking and Insurance Operations Personnel: Keen on learning how investment funds work in their organisation.
Course format
- Delivery: Available in residential, In-Company, and online formats.
- Materials: Comprehensive learning materials, including videos, case studies, and expert insights.
- Learning Approach: Emphasizes practice-based learning and critical engagement to ensure immediate applicability
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