Fund training courses and schools
Fund Management programs, certificates, diplomas and degrees

Total 9 training course(s)/program(s) at schools in United Kingdom.



Quorum Training

Training Centre/Campus: Leicester, Leicestershire, United Kingdom
Phone No.: 0844 873 2121

Fund Management for Non-fund Managers

Course Format: On-Site / In-House / Private Tutoring  V

The so-called ‘Buy Side�of the financial market place has traditionally adopted a lower profile than the Investment Banking community. Nevertheless, it is this group of money Managers that actually possess most of the firepower in terms of moving the Markets.
This course is designed to help delegates understand the driving forces behind the day-to-day decision making processes inside today’s Fund Management community.
No prior knowledge is necessary.

What will the course cover?

Introduction to the Market Place

Who are the main Fund Managers in London? Why are they called the ‘Buy Side�
Who’s managing what and for whom
Different Investment objectives of the Assets under management
What sort of returns do you want to measure exactly?
Benchmarking by Assets or Liabilities?
What are the desirable properties of the ‘right�Benchmark Index?
Case Study �How do you choose your Pension Fund Manager?
Modern Portfolio Theory & Efficie... [Read More]


MDA Training

Training Centre/Campus: London, , United Kingdom
Phone No.: 020 7233 9393

fund management

Course Format: On-Site / In-House / Private Tutoring  V

This course introduces the key principles and processes involved in the fund management industry - focusing on the dynamics of long only fund management. It explores how fund managers make money and how banks can assist in this endeavour. It reviews the main clients of the fund management industry and the ever evolving myriad of products and solutions offered and the needs that they serve. The course includes a simulation where participants are given the opportunity to run a competitive fund over four quarters, and have their performance measured in absolute and relative terms.

Depending on particular client needs, this course typically explores:

Who a fund managers clients are?
What products a fund manager offers and how these are described including segregated, pooled, balanced, specialist, retail and in-house funds?
What clients ask from a fund manager?
How fund managers make money.
How clients choose a fund manager?
... [Read More]

Equity derivatives for fund management

Course Format: On-Site / In-House / Private Tutoring  V

This course ensures that participants are comfortable interpreting the key Bloomberg option description and valuation screens. Much of the course is spent discussing common trading positions and how the Greeks are used to summarise the dynamics of those positions. By the end of the course participants will gain an intuitive feel for Delta, Gamma, Theta and Vega and the interrelationships between each and how these change over the life of a trade.

Depending on particular client needs, this course typically explores:

The information provided by Bloomberg for futures and option contracts
How to use Black Scholes to price options
How volatility can be extracted from an option through dynamic Delta hedging
Use of the Greeks to explain how common option trades perform.


University of Exeter

Training Centre/Campus: Exeter, Devon, United Kingdom
Phone No.: +44 (0) 1392 661000

Financial Analysis and Fund Management (Master Degree)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

The MSc in Financial Analysis and Fund Management is a challenging programme that offers substantial professional rewards and requires 12 months dedicated full-time study to complete. Run by the Xfi Centre for Finance and Investment, it is ideal for anyone wishing to learn fundamental and advanced theory in investment analysis and gain exposure to an intensive computing training, covering Thomson Reuters Datastream and other financial databases and software systems. The programme gives you the unique chance to study for levels I and II of the Chartered Financial Analyst (CFA®) qualification and at the same time obtain a full Masters degree from a university with a well-established reputation in finance.


London Business School

Training Centre/Campus: London, , United Kingdom
Phone No.: +44 (0)20 7000 7000

Hedge Fund

Course Format: Public Course / Instructor-Led / Open Enrollment  V


The hedge fund industry has grown rapidly over the last decade and is getting recognized as an ’alternative’ to the traditional mutual fund investment. University endowments and high net worth individuals have long invested in hedge funds. More recently, European pension funds have also started making significant investments in hedge funds, in spite of the relative lack of transparency, disclosure, liquidity, regulation, capacity etc. The regulatory authorities in Europe are opening up to hedge funds, considering harmonization of regulation; attempts are also being made to bring hedge funds to retail investors. This course will examine the raison d’être behind these developments, the modus operandi of hedge funds, their legal, organisational and operational structures, their risk-return characteristics, their model of aligning the interests of investors and managers, and the likelihood of their success in the future.


7city Learning

Training Centre/Campus: London, , United Kingdom
Phone No.: +44 (0)845 0727620

Hedge Fund Administration

Course Format: On-Site / In-House / Private Tutoring  V



By the end of the course, participants will be able to:
•Know the fundamental principles of hedge funds
•Know the regulatory environment that surrounds hedge funds
•Understand which factors influence the types of legal entity and structure hedge funds use
•Know the key parties involved in running a hedge fund
•Know the services provided by a prime broker to a hedge fund




Course Content


Regulations and Hedge Funds
•US regulations: Investment Companies Act, Investment Advisors Act etc
•UK / European Hedge fund regulation
•Tax issues: onshore vs. offshore

Key Parties
•Investment manager / advisor
•Custodian
•Auditor
•Prime broker (see below)

Fund Administration
•Operating Model
•Company Secretarial Function
•Fund Accounts and Performance Fees
•NAV Calculation
•Subscriptions and Redemptions
•Transfer Agency

Prime Brokerage
•What is the role of a prime broker?
... [Read More]

Fund Administration

Course Format: On-Site / In-House / Private Tutoring  V



By the end of the course, participants will be able to:
•Know the features of different investment funds
•Be aware of the different investors using investments funds
•Know the different structures and constitutions a fund may adopt
•Understand the roles and responsibilities of different officers associated with the fund
•Know the basics of regulations surrounding investment funds in different jurisdictions
•Understand the fund administration process and the key risk areas
•Be aware of the issues and challenges facing today’s investment management industry
•Know the particular administration processes of private equity and hedge funds




Course Content


Context: range of services offered
•Individual Investors
•Intermediaries
•Institutional Investors

Overview of products
•Types of Funds: Unit Trusts, OEICS Funds, Non-UCITS Funds
•Constitution
•Structures
•Roles and responsibilitiesRead More]


Investment Education Plc

Training Centre/Campus: Manchester, , United Kingdom
Phone No.: 0161 832 3800 / Fax 0161 835 2070

Hedge Fund Styles & Strategies Workshop

Course Format: Public Course / Instructor-Led / Open Enrollment  V

THE MOST POPULAR STRATEGY-
LONG �SHORT EQUITY
�Mechanics of Short Selling
�Stock Lending considerations
�Risk Management �position limits, Stop losses
�Variation on a theme - 130/30 Strategies
�Derivative trading alternatives �Contracts for Difference, Equity Index Swaps

HEDGE FUND INVESTMENT STYLES �DIRECTIONAL

�Overview of style variations �From Low to High Market Exposure
�Distressed Debt
�Global Macro �trading interest Rates, FX & Commodities
�Managed Futures �Technical Analysis at work
HEDGE FUND INVESTMENT STYLES � NON DIRECTIONAL
�Market Neutral and Relative Value Arbitrage �Equity and Fixed Income
�Event-driven and Risk Arbitrage
�Convertible Arbitrage
�Hedge Fund Style Index Performance and Volatility data
�Lesson from 2009: Which Strategies worked, which didn’t & why

FUNDS OF HEDGE FUNDS
�Rationale for the Fund of Funds route �Diversification and Risk Management
�Stra... [Read More]

Fund Management Overview Workshop

Course Format: Public Course / Instructor-Led / Open Enrollment  V

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 FUND MANAGEMENT INDUSTRY
WHAT DO FUND MANAGERS LOOK FOR IN INVESTMENTS?
INVESTMENT PRINCIPLES.
MAIN ASSET CLASSES, CHARACTERISTICS AND RETURNS.
FUND MANAGEMENT OPERATION STRUCTURE.
SPECIALIST INVESTMENTS AND THEIR USES.
TYPES OF ANALYSIS.
EQUITY RISKS, RETURNS, SECTOR AND STOCK SELECTION.
MARKET FORCES.
INVESTMENT APPROACHES AND COMMON STRATEGIES.
BOND TYPES, RISKS, RETURNS AND SELECTION.
BOND YIELDS. BOND CREDIT RATINGS.
BOND PORTFOLIOS.
HEDGE FUND OVERVIEW
INVESTMENT CLASS HISTORICAL RETURNS AND LESSONS
INS... [Read More]

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