Course Title:

Regulated Funds and Fund Managers Workshop 2017


Fitch Learning

London, England, United Kingdom

Course format: Classroom

The goal of the workshop is to equip participants with a structured analytic framework for the analysis of regulated mutual funds and pension funds and fund managers.

Specifically, the following areas will be covered:
•Key fund types and structures
•Risk profile of a fund&,#146,s investment strategy, structure, leverage and liquidity
•Roles of key parties: fund manager, trustee, custodian, administrator etc. and the due diligence required to assess risk management and controls
•Key performance indicators to benchmark performance and credit standing of both funds and fund managers
•Importance of the regulatory and supervisory framework (e.g. 1940 Act and UCITS) and the impact of changing regulations on both mutual and pension funds
•Structure exposures to funds and fund managers to minimise credit risks.

Target Audience

Commercial and investment banking professionals responsible for credit risk management and origination. The workshop is also appropriate for a wider audience of risk managers, consultants, bankers, regulators and other professionals who need to understand the key risk issues of the asset management industry.

Elements of this syllabus are subject to change.

Please visit the school's official website or social networks for the latest training price and schedule.

Phone No.: +44 (0)20 7496 8401

School Address/Venue(s):

The Corn Exchange,

55 Mark Lane



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