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Session 1: Investment Management
- Who are the fund managers
- Assets under management
- Different approaches to asset management
- Why have fund managers become so important?
Session 2: Structure of an Asset Management Firm
- Asset allocation committee
- Analysts
- Fund managers
- Traders
- Support staff
Session 3: Types of funds
- Open ended funds
- Closed end funds
- OEICS
- Pension funds
Session 4: Performance Evaluation
- Benchmarking
- Portfolio objectives
- Choosing a fund manager
- Changing a fund manager
Session 5: Management Styles
- EMH and its consequences
- Active managers and their performance
- Passive management
- Quant
Session 6: Asset Allocation and Strategic Investing
- Value investing
- Risk and return in international asset allocation
- Other types of investment styles
Session 7: Instruments and Their Use
- Ordinary shares
- Low and high voting shares
- Depository receipts
- Warrants
- Bonds
- Cash
- Property
Session 8: Fund Managers Use of Derivatives
- Hedging
- Speculation Income generation
- Use of the Repo market
Course Review and Summary
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