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Increase funds and exploit your data to its full potential

A three day practical training course


We can customise it to meet your specific training requirements and deliver it face-to-face or digitally. Contact Leigh Kendall for more information.

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)

Braimdh Amedy


FBN Capital Ltd

In depth content, very useful. It has been very educational, well organised and deep in content. Presentation by the facilitator was excellent with perfect use of examples. He has a wealth of knowledge of the subject matter, gets the group involved

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.