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11 Reviews
Deepen your understanding of investment funds with our program designed to introduce you to their types, formation, and the organization and management of their operations. You will acquire the necessary skills to manage risks and comply with the regulatory requirements related to these funds, enabling you to invest effectively and confidently
11 Reviews
This training program is designed to introduce participants to investment funds, their various types, and how to establish, organize, and efficiently manage their operations. The program also covers investment strategies within these funds, with a strong focus on risk management skills and full compliance with the regulatory requirements and professional standards governing investment funds. Participants will be equipped with the necessary tools to evaluate fund performance and analyze the associated financial risks, enabling them to make well-informed and effective investment decisions that protect capital and maximize returns in a dynamic investment environment.
Capital Market
Portfolio/ Fund
Not Exist
Lecture
Case Studies +2
Lecture
Case Studies
Dialogue Teams
Exercises and assignments
Pre Exam
Post Exam
Portfolio/Fund Analyst
Purchase Program
( 0)Available
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This provides you with the opportunity to select the available times that suit you best for participation in our program. These times represent slots during which we are ready to welcome you and provide assistance and guidance.
In Class Training-Online Training
Types of funds
Money market funds
Real estate investment trusts
Foreign funds: authorized
Bond and equity funds
Investment funds that are fully or partially guaranteed
Absolute return funds
Hedge funds
Concepts of investment strategy and risk
Asset properties and asset allocation
Regulatory environment for investment funds
Investment funds regulations and real estate investment funds regulations
Licensing requirements for investment funds
Offering investment fund units
Private placement requirements
Public offering requirements
The authority’s procedures and powers regarding the application for offering units of an investment fund
Reporting to unit owners
Pricing, calendar and redemption
Custodian independence
Postponing the subscription and redemption process
In Class Training-Online Training
Overview of investment fund operations
Dealing with investors
Subscriptions and redemptions
Know Your customer and anti-money laundering checks
Risks and indicators for measuring the performance of the fund
Fund management methods
Active management
Passive management
In Class Training-Online Training
Evaluating units and calculating the net asset value
Fund manager terms
Fund risk management
Risk management and compliance in the fund
Assessment and accounting
Understand the procedures for offering investment fund units to ensure proper compliance and application.
Recognize the types, characteristics, operations and management features of investment funds.
Identify the reports to be submitted to unitholders for pricing, valuation, and redemption.
Understand the requirements for the custodian's independence to avoid conflicts of interest with management.
Recognize the risks and KPIs of investment funds to compare funds and choose based on the required risk level and return.
