Increase funds and exploit your data to its full potential
A three day practical training course
The essentials of fund management training course
Learn how to
- Understand portfolio construction and asset allocation
- Use the styles of fund management and investment analysis
- Utilise equity investment styles including ‘impact’ investing and green portfolios
- Analyse portfolio structures - Pension funds to HNWIs
- Understand the investment products and their associated risks
- Employ risk controls and benchmarking
- Use investment performance measurement and attribution analysis
- Gain a clear understanding of the swing from ‘Active’ fund management to ‘Passive’ fund management
Case studies and practical sessions
- Correlation impact on a portfolio
- Performance comparisons of the major asset classes
- A look at the expanded Board & Management responsibilities as they keep abreast of the environmental, social and governance issues
- Overview of an investment fund and its philosophy
- Comparing Bond Performance and risk
- Prioritising economic indicators for the current market
- Summarising the prospects of a quoted company from the financials
- Yield curve shifts on a bond portfolio
- Risk adjusted performance analytics
Key information
Dates: Please contact Customer Services for the next available date
Venue: Virtual classroom
Course Leader: Steve McGann, Technical Analysis Specialist
Online course fee: £2399 + VAT if applicable
London course fee: £2999.00 + VAT @ 20% = 3598.80
Why choose IFF
TRACK RECORD – TRACK RECORD – we have been delivering expert training to the banking, finance and energy sectors since 1991
INNOVATION – our courses are continually reviewed so you can be sure they are focusing on the most current issues
KNOWLEDGE – all of our trainers are highly experienced practitioners and leading subject matter experts so you can be confident you are learning from the very best
SMALL CLASS SIZES – to aid learning and increase your personal interaction with the trainer
VALUE – we provide a practical training experience with skills that can be used immediately to gain a tangible return on your investment
ACCREDITATION – we are accredited by the British Accreditation Council (BAC)
Proud to partner
IFF is the official learning partner of FundForum (the world's number 1 investment management event).
(Find out more about FundForum's events, articles and interviews.)
CPD Certified
Engaging in Continuing Professional Development ensures that both academic and practical qualifications do not become out-dated or obsolete; allowing individuals to continually ‘up skill’ or ‘re-skill’, regardless of occupation, age or educational level. This course has been assessed and is CPD certified.
