Course Title:

Regulated Funds and Fund Managers Workshop 2017

School/Trainer:

Fitch Learning USA

Chicago, New York City, United States

Course format: Classroom
Description:

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. Training programs and their availability may vary by location.




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


Phone No.: +1 888 203 1804

School Address/Venue(s):

Fitch Learning
55 Broad Street
3rd Floor
New York
NY 10004

70 West Madison Street
Chicago
IL 60602

Free Course List: Chicago, New York City

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2017 Regulated Funds and Fund Managers training course in Singapore

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’,s investment strategy, structure, leverage and liquidity •Roles of key parties: fund manager, trustee, custodian,...



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