Fund Management Intro

An introduction to Fund management - 2 day course

Day 1

Session 1: The Macro Environment

• Economic influences on investment
• Governments as lenders and borrowers
• Taxation regimes
• Supranationals and their influence

Session 2: The "Pension Timebomb" and its Consequences

• Funded Vs non-funded schemes
• Pension structures
• The "pension revolution"
• Pension reform and its impact

Session 3: Financial Needs

• Risk Vs reward
• basic theory of investment
• Needs of the retail investor
• Institutional needs
• Regulatory structures

Session 4: Retail Products

• Open and closed ended funds
• Wrappers
• ISA's / PEPs
• Personal pension plans

Day 2

Session 1: Institutional Products

• Life funds
• Pension funds
• Structured products
• Funds of funds

Session 2: Financial Instruments and their use

• Equities
• Fixed interest instruments
• Cash/currencies
• Property
• Derivatives

Session 3: Delivering Solutions

• Active and passive management
• Growth and value investing
• Overview of asset allocation
• Pooled and segregated funds

Course review and summary