Kleinbart - Learning and Development Solutions

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Introduction to Investment Funds


With more than 20 trillion euros in assets, the investment fund market is one of the world’s largest and fastest growing financial markets. Despite the size and importance of investment fund markets, the intricacies of their operations are not well known. This course provides a detailed introduction into investment funds by describing their diverse characteristics, operating procedures, players and markets.

Course Content

  • Characteristics of investment funds
  • Legal structures for funds
  • Different types of investment funds
  • Investment fund markets and how they operate
  • International regulatory issues
  • Players in investment fund markets
  • Fund documentation
  • Domiciliary/trustee functions
  • Fund accounting
  • Transfer agency
  • Fund custody
  • Legal and risk issues impacting investment funds
  • Current trends that are likely to shape the future of investment fund


2 days (also available in a 1-day version) for up to 12 participants

Target Audience

Financial service professionals who want to understand investment funds and fund markets.