Fund Management for Modern Bankers

Fund Management for Modern Bankers.

Toronto, ON, Canada.

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OVERVIEW

The funds management industry is a fast growing industry with lot of potential to grow even further. It is one of the fastest growing and most dynamic sectors in the economy, but how does it actually work?

This Funds Management for Modern Bankers course provides a practical insight into how fund managers go about investing the trillions of dollars in managed funds around the world, having a direct impact on the personal wealth and retirement savings of millions of individual investors.

WHO MUST ATTEND

For anyone who’s in the management level e.g.

Assistant Managers
Senior Executives
Staff in the wealth management industry, including those working in service provider organisations, master trusts or platform providers
Support staff working in customer service, marketing, IT or outsourced call centres.

The packages includes:

Coffee break and Lunch for the training days
Tour of the City

LEARNING OUTCOMES

At the end of this programme, participants will be able to:

Understanding the process a fund manager works through in managing an investment portfolio and how the investment strategy for a fund is formulated
discuss the arguments for balanced versus specialist managers
understand ‘indexing’ as an approach to managing a fund
discuss the role and importance of the investment mandate
understand of the factors considered in selecting a fund manager
outline the role of neutral and active asset allocations
Outline approaches to measuring the performance of a fund.

COURSE OUTLINE

overview of the portfolio management process
getting the structure of the fund right
selecting the best fund manager for the job
setting asset allocation for optimum performance
measuring investment performance
Case studies

The packages includes:

Material and Evaluations
Training Certification