With the uncertainty of today's financial markets, investors often ask themselves where they can invest to protect themselves against market volatility

Although there are no simple or guaranteed solutions to this problem, investment funds are interesting financial instruments that give investors an interesting choice of investments regardless of how markets perform.

Investing in funds, however, can be complex primarily because of the large number of funds (135,000 funds in the world) from which investors can choose. The objective of this 2 day course is to provide participants with a good understanding of investment funds, their characteristics and their performance to help investors and financial professionals select the funds that best suit their needs.

You will learn about :   

• The history and development of investment funds
• Creating a fund, applying the fund management process, developing fund strategies
• Distinguishing between funds based on domicile, asset types, structure
• Understanding fund markets, their players and their operations
• Selecting a fund, reading fund documentation, understanding fund performance and investor protection

Recommended background

Investors who want to gain a good understanding of funds and their characteristics; people working in financial services who need to understand investment funds.

What you will learn

The course is practical and helps participants achieve a good understanding of the different types of funds, their characteristics, their performance and the terminology used in the fund industry. In the course, you will learn how a fund is constructed, managed and operated to achieve the best possible performance. You will also learn how to understand fund documentation and judge how a fund performs. Actual fund data from the most prominent fund managers is used in the course, allowing you to compare and contrast different types of funds.

Course format

Besides the course materials provided on the day, all course resources are available online, including audio and video material from industry experts. 

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.

*** Very good course, teacher, and approach. Material available on-line prior to the course + request to the participants about their expectations from the course.

*** Congratulations! Very well done. Nothing more to add.

*** I really appreciated the empathy and skills of the lecturer Bruno Bosch. Also, the size of the group (7 persons) was perfect to have the necessary interactivity throughout the course.

*** I strongly recommended this training to my colleagues as I found it very useful.

*** It was exceptional to have a lecturer with profound knowledge on the topic so that the level of discussion could go further than the simple basics of valuation.