Introduction to Investment Funds

Reference:

Technical training

Investment Funds

Webinar

Incompany

1 day

2 days

With more than 55 trillion dollars in assets, the investment fund market is one of the world's largest and fastest growing financial markets. Despite the size and importance of investment fund markets, the intricacies of their operations are not well known. This course provides a detailed introduction into investment funds by describing their diverse characteristics, operating procedures, players and markets.

Course Content

Characteristics of investment funds
Legal structures for funds
Different types of investment funds
Investment fund markets and how they operate
International regulatory environment
Players in investment fund markets
Distribution of funds
Fund accounting
Transfer agency and dealing
Fund custody
Fund documentation
Domiciliary/trustee functions
Legal and risk issues impacting investment funds

Target Audience

Financial service professionals who want to understand investment funds and fund markets.