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The Essentials of Fund Management Training Course


25 - 27 November 2020

Virtual Classroom

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 emphasis on ESG
  • The swing from ‘Active’ fund management to ‘Passive’ fund management

Download the Fundamentals of Fund Management course brochure

speaker presentation

We have been delivering online training for many years and know how to ensure the interaction is the same as if you were in a classroom.

The trainer will share his screen to allow you to follow the training session, which will be very practical. Our trainer will include polls, group work, exercises, discussions and breaks.

The course will be 50% pre-recorded, on-demand material that can be accessed at the delegates preferred time. 50% will be delivered ‘live’ with the trainer – timings of this will be flexible in order to best meet the requirements of the demographics of the delegates.

You will be able to ask questions, give feedback and participate in the practical sessions. Class sizes will be capped to ensure every delegate will be guaranteed quality time with the trainer.

Dates:  25-27 November 2020
Venue: Online
Course Leader:
Course Fee: £2399.00 + VAT if applicable

Steve McGann

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

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IFF is proud to be the official learning partner of FundForum, the world's leading events for investment management professionals.

Find out more about FundForum International.

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Find out more about FundForum

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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