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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
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