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The Essentials of Fund Management Training Course

Covering the entire spectrum of the fund management process

25 - 27 November 2020

Central London

Agenda Summary (access the full agenda to the Fundamentals of Fund Management here)

  • The Basics of Portfolio Theory
  • Understanding Investor Investment Objectives
  • Overview of Asset Classes
  • Fund Management – the Administration of a Fund
  • Examining the Types of Investment Fund
  • Equity Investment Styles
  • Bond Investment Styles
  • Portfolio Construction – The Mix that Matters
  • What Drives Financial Markets
  • Equity Investment Analysis
  • Bond Investment Analysis
  • Other Types of Investment Styles
  • The Process of Investment Allocation
  • Evaluation of Investment Performance and Regulation