Asset Management

Quorum Training Ltd.
London, United Kingdom

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' This one day course is designed for those who are new to the investment or fund management industry. We will look at the investment spectrum and the range of investment funds and products. Attention is paid to portfolio objectives, construction, performance measurement and the management of risk. No prior knowledge is necessary, but it is assumed that delegates have a working knowledge of basic financial calculations. This course is designed to work well with Technical Analysis for Treasury Management, Introduction to Securities Markets and Hedge Fund Fundamentals.

Programme

RANGE OF FUNDS

Pension funds/investment trusts
Mutual funds/unit trusts
Managed funds vs index trackers
Hedge funds and fund of funds
Open/closed-end funds (OIECs)
Current trends
THE INVESTMENT SPECTRUM

Cash and money markets
Equity/fixed, income/hybrids
Currencies and commodities
PORTFOLIO CREATION AND MANAGEMENT

Statement of investment policy
The portfolio management process
Performance measurement
Benchmarks and indices
PORTFOLIO AND ASSET VALUATION

Accounting/market valuations
Fundamental vs technical analysis
Valuation models
Active/passive management strategies
Portfolio revision
THE RISKS AND RISK MANAGEMENT

Market risk/liquidity risk
Default/credit and settlement risk
Currency risk/hedging
Risk management and the use of derivatives
Gearing/leverage
Applications and examples
...''

Phone:+44 (0)20 7388 2044

School Address:

Quorum Training Ltd,
Tavistock House,
Tavistock Square,
London WC1H 9TW

Jobs & Resumes: London
Houses & Roommates: London

Debt Recovery Workshop
National Insurance Contributions
Payroll Workshop
Cash Management
Foreign Exchange Risk Management
Swaps Workshop
Options Workshop
Derivatives Fundamentals
Sarbanes-Oxley Act
Securities Markets
Hedge Fund
Fundamentals of Governance
Corporate Governance
Corporate Governance and Risk Management in Housing Associations
Effective Audit Committees
Business Ethics Workshop
Disaster Recovery and Business Continuity Planning
Investigating Corporate Fraud
Computer Forensics and Cybercrime

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