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?
Funds – what, why, how?
Measures of performance: theory and practice
Fees – how much did they really charge me?
Adding value – under or over-weighting
Use or derivatives
WHO SHOULD TAKE THIS COURSE?
People working on the buy and sell side wanting an introduction to the industry and how it works
These courses are included in this module