Purpose of Programme |
Course Description and Scope
This course gives you the overview of Asset Management in the context of operations and marketing and includes basic processes of settlement and reconciliation fund administration, fund legal structures in various countries, and fund passporting. For marketing, the course details the concept of product specialists, due diligence and marketing of fund products.
Course Learning Objectives and Content
This course aims to provide the student with a good overview of the operations and marketing functions in an asset management company, as well as an understanding of the rules and regulations governing these functions.
1. Introduction to Asset Management
2. Types of Funds/Structures & Fees
3. Marketing of Asset Management Products (RFP & DD)
4. Fund Administration
5. Trading & Settlement
6. The Future
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