The Essentials of Fund Management

IFF - International Faculty of Finance
Training overview
Professional Course
Self-paced Online
3 days
From 2,999 GBP

Start dates
2,999 GBP
Start anytime

Course description

Fundamentals of Fund Management - 3 day course in London or in-house

This intensive 3-day Fundamentals of Fund Management course covers the entire spectrum of the fund management process, detailing all the main principles and explaining all the jargon used.

The course is completely up-to-date to include the effects of the post-credit crunch world. Delegates will learn about how the markets have been restructured and how they have been affected by the cycle of economic slowdown and recovery.Delegates for this programme will be prepared to minimise risk, exploit the data to its maximum potential and increase the funds under your management.

After this three-day intensive training course and equip you will have a clear practical understanding of:

  • Different types of fund management and investment styles
  • Various investment products and their respective markets
  • Asset allocation within the investment decision making process
  • Benchmarking and risk control
  • Investment performance measurement and verification

COVID-19 Update

This provider offers an online version of their classroom courses

Who should attend?

This Fundamentals of Fund Management training course is suitable for Investors and Investment professionals, and all interested in fund management processes.

Training content

This Fundamentals of Fund Management training course is designed to cover the following key areas:

Understanding the fundamentals of investment

  • Investors: their requirements and objectives
  • Understanding risk, diversification and inflation
  • Examining the investment assets

Understanding the fund management process

  • The theories behind fund management
  • Role and responsibilities of fund managers
  • Planning for optimal portfolio returns
  • Implementing strategies to maximise performance
  • Business models changes due to the credit problems and regulatory changes
  • Effective management for ultimate results
  • Controlling the process

Examining types of funds and investment products

  • Explaining different types of funds and their characteristics
  • Examining investment products and their applications

Linkage between economic activity and investment markets

  • The key drivers and government impact
  • The business and investment cycles
  • Economic growth and recession/depression
  • A cyclical approach to investment: exploiting the investment cycles
  • Sentiment, excesses and crashes – regulatory response to recent events

Analysing equity fund management styles

  • Examining the most common styles fund managers use to achieve their investment objectives
  • Small capitalisation style
  • Comparing fund management styles

In detail: fixed income fund management

  • Styles of bond fund management
  • Understanding bonds pricing
  • Mastering the concepts of duration & convexity
  • Examining bond swapping techniques
  • Learning the theory and practice of portfolio switching
  • Bond portfolio management

In detail: equity fund management

  • Understanding the fundamentals of equity analysis
  • Comparing active vs passive equity fund management
  • Examining index funding or tracker funds

Examining other types of fund management

  • Cash fund management
  • Money market funds
  • Alternative investment

Asset allocation within the investment decision making process

  • Determining clients aims and objectives
  • Asset/liability management
  • Strategic and tactical asset allocation
  • The decision making levels

Understanding modern portfolio theory

  • Evolution, insights and applications
  • Understanding mean-variance analysis
  • The benefits of diversification across portfolios
  • Controversies and weaknesses arising from the application of MPT to fund management practice

Investment performance evaluation

  • Successfully measuring investment returns
  • Risk-adjusted measures to optimise portfolio strategy
  • Benchmarks – what are they and when should they be used
  • Attribution analysis to ensure effective measurement and control
  • The importance of client reporting
  • GIPS

About IFF

International Faculty of Finance - IFF Finance & IFE Energy - Specialist Training Courses

As one of the world's leading specialist financial training organisations, The International Faculty of Finance, provides participants in the global financial markets with intensive technical training programmes designed to help them succeed on the global stage.  Established in 1991 we...

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