Fund and Risk Management
General Objectives:
An investment fund pools resources from a group of investors with the objective of obtaining financial gains from the acquisition of a portfolio of securities.
The management of investment funds has been gaining greater relevance as they have become the instruments of choice in any individual / corporate investment portfolio.
It is up to each Management Company to choose the assets to compose an investment portfolio, which implies a frequent analysis of risks, level of indebtedness, expectation of results and performance of the assets.
The role of the investor is to choose the fund(s) according to their objectives, expectations and risk tolerance, deciding on the most appropriate investment, taking into account the timing and characteristics of the Fund(s).
Specific Objectives:
At the end of the course trainees will be able to:
- Characterize the various types of Investment Funds taking into account the nature of investments and forms of remuneration and variability of capital;
- Get to know the new Investment Funds
- Define the concept of profitability and risk in these investment vehicles;
- Know the various measures of performance evaluation of this type of financial assets.
- Identify the main investment funds and their specificities;
- Understand the main rules of management and marketing of an investment fund;
- Use the performance and risk analysis tools for managing an Investment Fund.
CONTENTS
Module I - Introduction to the Concepts of Collective Investment Schemes, Investment Funds and Asset Management
Module II - Collective Investment Schemes (CIUs)
Module III - Investment Funds
Module IV - Investment Fund Management
Module V – Case Study
Module II - Collective Investment Schemes (CIUs)
Module III - Investment Funds
Module IV - Investment Fund Management
Module V – Case Study
High Skills - Formação e Consultoria
Angola | Cabo- Verde | Moçambique | Portugal | S. Tomé e Princípe
Angola | Cabo- Verde | Moçambique | Portugal | S. Tomé e Princípe
