MUTUAL FUNDS

PROGRAM OUTLINE

Students will get an understanding of the industry and how to assess one fund versus another. Demystifying the language that is used – alpha and beta, active and passive

Mutual funds drive most of the trading activity in the markets. What are they and what do they do versus other forms of investors? What measures of performance do they use and how do they charge their fees? Is it better to use an active or massive manager?

PRE-REQUISTES

None required.

CONTENT

Funds – what, why, how?
Measures of performance: theory and practice
Fees – how much did they really charge me?
Adding value – under or over-weighting
Active management
Use or derivatives

COURSE DURATION

 1 Day

WHO SHOULD TAKE THIS COURSE?

People working on the buy and sell side wanting an introduction to the industry and how it works

MODULES

These courses are included in this module

INTRODUCTION TO FINANCIAL MARKETS

Untangle the language and purpose of the financial markets and to enable students to decide the direction of their future studies/career

GET STARTED

STATISTICS FOR MARKETS

Achieve an understanding based on practical examples, of the applications if statistics in finance, investment and risk management.

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HEDGE FUNDS

Understand and examine the recent trends that the industry has gone through, how does it currently look, and what does the future hold for this often misunderstood investment class.

LEARN MORE

ECONOMICS FOR MARKETS

Understand and examine the recent trends that the industry has gone through, how does it currently look, and what does the future hold for this often misunderstood investment class.

LEARN MORE

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