Fund Management Overview


To provide those working in Fund Management Operations or with fund managers with a clear and complete overview of what fund management involves. 


  • Fund Management support staff and administrators
  • Pension Fund Trustees and Managers
  • Institutional Sales and Marketing executives
  • Lawyers in house and in practice (CPD Credit)
  • IT and Systems executives
  • Trainee Fund Managers
  • Brokers and Custodians
  • Compliance Officers
  • Accountants & Actuaries
  • HR, Personnel and Recruitment managers

No specific prior knowledge is assumed but delegates should have at least 3 months' experience in or with a fund management operation.


- Overview of Fund Management Industry

- Role of Custodians

- What do Fund Managers look for in investments?

- Investment Principles.

- Main asset classes, characteristics and returns.

- Fund Management operation structure.  

- Specialist investments and their uses.

- Types of analysis.

- Equity risks, returns, sector and stock selection.

- Market forces.

- Investment approaches and common strategies.

- Bond types, risks, returns and selection. 

- Bond Yields.  

- Bond Credit Ratings.  

- Bond Portfolios.

- Hedge Fund Overview.

- Real Estate Overview. 

- Investment class historical returns and lessons.

- Institutional portfolios: what and why?

- Fund Management Issues and Risks.

- Potfolio construction approaches.

- Asset allocation process.

- Client need definition.

- Benchmark selection and use.

- How portfolios change over time and why.  Rebalancing.

- Futures and Options outline.

- Futures and Options uses in Portfolio Management.


Todays Date:

Duration 3 days
DubaiFurther dates available on request

Fee GBP 1260 + VAT

MiamiFurther dates available on request

Investment Education PLC
45 Old Hall Road, Manchester M7 4JF, United Kingdom
Tel:+44 (0)161 832 3800
Registered in England Number 2129160
VAT Registered Number GB 480 2112 85

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