Fund Management Masterclass

This programme is at the moment only available on in-company basis but we offer a shorter, 1 day version as a public course: Regulations and Operational Compliance for Funds. 

Fund and asset management is a large and varied business. There are a huge number of funds and investment styles with many nuances.  Understanding how funds are designed and the activities involved in supporting the overall process can be hard to grasp.

Conducted by a senior City expert this practical course is designed to assist those who are new to the field and who wish to gain a good knowledge and understanding about the essential elements of this important activity in wealth creation and investment.  

We also include information about sustainable financing in line with ESG ideals.  We describe how funds are structured and the differing types that exist.  We look at the role of the fund manager and the impact of regulation.

Attend this programme to learn about the fund fundamentals, their structure and types, the role of fund managers, decision making process, providing client services, portfolio theory and asset allocation strategies, regulations impacting the sector as well as different investment strategies and elements impacting the sector.

The programme is relevant for professionals in any geographical location though UK and European regulations and structures are discussed.

What Will You Learn:

By the end of this programme you will:

• Gain a good understanding if the fund management industry
• Learn about the different types of funds and their structures
• Explore different investment strategies and explain some of the theory behind portfolio creation
• Discover how funds are administered and understand the supporting operational processes used
• Identify the main roles and responsibilities
• Explore the future impacts on the fund management business with a particular focus on ethical and green investments