Investment Funds Xplained - Luxembourg

"Fund management can seem daunting – yet investors and financial advisers must drill down into a manager’s investment philosophy and process.  You need to be armed with the right questions, which means having a framework for understanding manager activities and structure in order to make sound decisions."

In these 3 days we focus on the 4 key areas namely the philosophy, product, the performance and the portfolio.  This gives you a framework for asking the right questions. You will learn how a fund is constructed, how it is managed. Why the mix of different asset classes, why some funds perform and others don't. Learn the linkage between economic activity and investment markets, learn the strategies employed by fund managers and measure the performance of funds through the fund documentation. 

We discover some of the key issues on:   

• The different fund types and fund characteristics
• The asset classes and associated risk
• Modern portfolio theory
• Comparative fund types and structures
• Understanding benchmarks, mandates, investment objectives and constraints
• Fund management styles
• Performance and performance measurement
• The fund documentation

Recommend background

All users and buyers of investment or pension funds who want to have a tighter control and understanding on the funds products they are managing or buying in.