Capital markets have developed investment products that provide ready-made alternatives that are subject to wise management, and at a relatively low cost. Among the most important of these alternatives are investment funds in which the investor can buy a share to ensure that he contributes to a variety of promising investments. Mutual funds are one of the most popular strategies for getting returns. This program is designed to familiarize participants with investment funds and their types, and how to configure, organize and manage the operations of these funds and invest in them. As well as how to manage risks and comply with the regulations of investment funds.
At the end of the training program, the participant should be able to:
1 Types of funds
2 Money market funds
3 Real estate investment trusts
4 Foreign funds: authorized
5 Bond and equity funds
6 Investment funds that are fully or partially guaranteed
7 Absolute return funds
8 Hedge funds
9 Concepts of investment strategy and risk
10 Asset properties and asset allocation
11 Regulatory environment for investment funds
12 Investment funds regulations and real estate investment funds regulations
13 Licensing requirements for investment funds
14 Offering investment fund units
15 Private placement requirements
16 Public offering requirements
17 The authority’s procedures and powers regarding the application for offering units of an investment fund
18 Reporting to unit owners
19 Pricing, calendar and redemption
20 Custodian independence
21 Postponing the subscription and redemption process
1 Overview of investment fund operations
2 Dealing with investors
3 Subscriptions and redemptions
4 Know Your customer and anti-money laundering checks
5 Risks and indicators for measuring the performance of the fund
6 Fund management methods
7 Active management
8 Passive management
1 Evaluating units and calculating the net asset value
2 Fund manager terms
3 Fund risk management
4 Risk management and compliance in the fund
5 Assessment and accounting
Not Available
Names of the training programs that are integrated (enriched) with the training program:
Names of the training programs that after the training program:
Not Available
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