Course objectives
To build on the basic knowledge gained on our own introductory course or elsewhere, to enable the delegates to understand the various functions that collectively make up an asset management firm. This deeper understanding will enable the delegates to both better sell their services to fund management firms and to the investment banks providing services to the asset management community.
Who should attend?
The course is structured specifically for people working in human resources, human capital management, recruitment and consultancy where the deeper understanding will enable the delegates to both better sell their services to asset management firms (including hedge funds) and better source and recommend candidates for asset management roles. This course will also be of benefit to operations and custody staff together with new or recent recruits into asset management firms, including those working within information technology, sales & marketing and other support functions.
Course structure
Held in the heart of the City, this half-day course is an interactive, lecture-based programme.
The course includes:
- Rationale of collective investment
- Retail schemes
- Open ended
- Unit Trusts
- OEICs
- Exchange traded vehicles
- Exchange Traded Funds
- Investment Trusts
- Fund ratings
- Institutional funds
- Active versus passive
- Hedge funds
- Departments and Roles
- Overview of an asset management firm
- Product Management
- Chief Investment Officer
- Economists/Strategists
- Portfolio Managers
- Analysts/Fund Manager Assistants
- Dealers/Traders
- Other roles
Half-day course: 14:00 - 17:30
Price: £295.00 + VAT
“This course really was excellent. Very informative and presented extremely professionally - I would definitely recommend it to others.”
Major Recruitment Consultancy
“A comprehensive overview of the financial markets with a great use of current examples. Extremely worthwhile.”
Niche Search Firm
“The tutor was fantastic, very well structured, useful content & thoroughly enjoyable. A great way to meet people in the industry.”
HR Manager,
International Investment Bank
