Fund Management Overview

Course details

  • Date  16 December 2014  -  18 December 2014
  • Time 




  • Location  London
  • Full venue address  London, to be advised
  • CPD Hours 


  • Delegate Rate 

    £1260 PLUS VAT

     incl. VAT

  • Event Reference  FMO
  • Event type 



To provide those working in fund management operations or with fund managers, with a clear and practical overview as to  what Fund Management  involves. 

The seminar briefly covers the nature and participants in the industry in outline before covering in practical detail the nature, risks and returns of the main Asset Classes: Equities (both Developed and Emerging  Markets), Bonds or Fixed Income and Cash. Investment selection and allocation is included.  Hedge Funds and Real Estate investments have a useful overview. Futures and Options are explained as to what they are and how they are used in Fund Management. The seminar finally shows how Portfolios are constructed and maintained.

No specific prior knowledge is assumed but  participants should have had some connection with the industry for  at least 6 months. There is a limit of 10 participants per seminar to maximise personal benefit.


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


  • Overview of the Fund Management industry
  • Players, Market Drivers, Jargon,
  • Industry developments
  • Role of Custodians
  • Investment Principles
  • What drives investment returns
  • Main asset classes: characteristics, risks, returns
  • Niche investments and their uses
  • Types of Analysis
  • Equity Risks, returns and the use of an Index
  • Equity assessment parameters
  • Sector and Stock selection
  • What moves the Markets; short term – long term
  • Investment approaches and strategies
  • Behavioural Investment and Finance – the new frontier
  • Developed and Emerging market  comparisons
  • Bond types, risks, return and selection
  • Bond yields and price drivers
  • Bond Credit Ratings
  • Bond portfolios
  • Hedge Funds Overview
  • Real Estate Overview
  • Investment class return comparison
  • “Efficient Portfolios” explained
  • Portfolio construction approaches
  • Using risk to reduce risk
  • Asset allocation process
  • Performance Measurement explained
  • Client Needs definition
  • Benchmark selection and use
  • How portfolios change over time
  • Rebalancing portfolios
  • Current issues in Fund Management
  • Futures explained
  • Options explained
  • Futures & Options uses in Fund Management