Fund Portfolios
Description
One of the key determinants of fund performance is the composition of a fund’s portfolio. To understand the differences between funds, it is essential to understand the composition of their portfolios and the criteria used to evaluate a fund. This course analyses different types of fund portfolios and the different ways of evaluating their performance.
Course Content
- Impact of portfolio composition on fund performance
- Methods of fund management
- Fund portfolios (bond funds, equity funds, money market funds)
- Managing portfolios and portfolio risk
- Using derivatives in fund portfolios
- Methods for evaluating fund performance (e.g., alpha, beta, Sharpe ratio, tracking error)
- Performance reporting
- Investment strategies
Duration
2 days (1-day version also available) for up to 12 participants
Target Audience
Financial service professionals with at least 1 year experience in the fund industry who want to understand fund portfolios.