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The Essentials of Fund Management Training Course

Covering the entire spectrum of the fund management process

11 - 13 November 2019

Central London

Attend this three-day intensive training course and equip yourself with a clear understanding of:

  • Portfolio construction and asset allocation
  • The styles of fund management and investment analysis
  • Equity investment styles including ‘impact’ investing and green portfolios
  • Portfolio structures - Pension funds to HNWIs
  • The investment products and their associated risks
  • Risk controls and benchmarking
  • Investment performance measurement and attribution analysis
  • The big swing from ‘Active’ fund management to ‘Passive’ fund management

Download the Fundamentals of Fund Management course brochure

Dates: 11-13 November 2019 & 1-3 June 2020
Venue: Central London
Course Leader: Steve McGann, Bonds, Funds and Technical Specialist
Course Fee: £2999.00 + VAT @ 20%  = £3598.80

View the Fundamentals of Fund Management agenda

Case studies illustrate the theory. They include:

Correlation impact on a portfolio; Performance comparisons of the major asset classes; A look at Board & Management responsibilities; Overview of an investment fund and its philosophy; Comparing Bond Performance and risk; Prioritising economic indicators for the current market; Evaluating a quoted company from a balance sheet report; Yield curve shifts on a bond portfolio; Risk adjusted performance analytics

Steve McGann

Steve was a director of bond sales at Chase Investment bank and ran a fixed income desk at Tullett & Tokyo to abritrage across bond, futures and money markets. He is a specialist in technical analysis and is a regular forecaster for Reuters.

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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

Braimdh Amedy, 

Associate, FBN Capital Ltd

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