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Course Description:

Introduction to Investment Funds

Start Date February 11, 2010
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Category  Investment Funds
Description  With approximately 20 trillion euros in collective 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 and markets.
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
  • Overview of fund accounting
  • Overview of transfer agency
  • Overview of domiciliary/trustee functions
  • Overview of fund custody
  • Legal and risk issues impacting investment funds
  • Technology and standards used in the fund industry
  • Current trends that are likely to shape the future of investment funds
Audience up to 12 participant(s)
Places available ? Yes
Duration  2 day(s)
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