Investment Education PLC provides expert professional training in the areas of Investment, Securities, Pensions, Derivatives, Fund Pricing and Administration and some areas of Accounting. We cover many specialist areas. All trainers and presenters have current or recent actual experience of working in their subject area as well as presentational experience.
Courses are either public courses in London, Dubai Zurich Dublin etc or in-house courses at the client's offices. Let us know your requirements and we can quote.
4 training courses found
Objective To provide those working in fund managementoperations or with fund managers, with a clear and complete overview of what fund management involves including the main asset classes used, their nature, returns and risks, how portfolios are constructed, industry issues and situation, and the minor assets used perfomance measurement, portfolio protection etc. Delegates 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 and Actuaries HR, Personnel and Recruitment managers Content Overview of the Fund Management industry Players, Market Drivers, Jargon, Industry developments Role of Custodians Fund managers place in the Investment industry Investment Principles What drives investment returns Main asset classes: characteristics, risks, returns of Equities, Fixed Income and cash Niche investment classes and their uses; Real Estate and Hedge Funds Types of Analysis Equity Risks, returns and the use of an Index Equity assessment parameters Sector and Stock selection Market forces Investment approaches and strategies: Grwoth v Value, Large v Small, Defensive v Cyclical 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 implications Efficient Portfolio implications Institutional portfolios outlined Portfolio construction approaches Using risk to reduce risk Asset allocation process Performance Measurement explained Client Needs definition; Institutional v Private client 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 Note: All venues are a central London Hotel – we use 2 or 3 hotels and for courses many weeks ahead we do not at present know which hotels we will use since it depends upon the numbers booked.
Objective To provide a comprehensive overview of the major bond and fixed income markets, their instruments and their workings. Delegates - Fixed Income Support staff - Back and Mid Office and Settlement Staff - Support Staff for Fund Managers - Private Bankers abnd Actuaries - Compliance Officers - Corporate Treasury executives and Staff - Auditors and Accounting Staff - IT and Systems executives designing systems for Fixed l Income Investments- l Lawyers (CPD Credit available) - Pension Fund Investment Trustees Content Background to the Fixed Income Markets.
Background SICAV Funds based in Luxembourg are becoming of increasing interest to UK and other European Fund Managers concerned to have Pan European Funds with the maximum appeal, reputation and tax efficiency. SICAVs can also be used in Life Assurance linked products as well as in stand - alone funds.
This course provides a fairly detailed overview of Swaps, what they are, how they are used and the major varieties. No prior knowledge is assumed of Swaps but a good general knowledge of securities is assumed.