Description

In partnership with Drive Innovation Insights This training is intended for any person who works in the asset management professions or who is in contact with those involved in asset management without being financiers: employee of brokerage services, investment funds, investment management companies, insurance companies; organizational consultant, lawyer, tax specialist... It will allow you to understand the organization of management companies, the key concepts and the main mechanisms for managing a portfolio of financial assets. The objective is also to enable you to master performance measurement techniques and thus decipher the information documents and reports published by UCI managers.

Who is this training for ?

For whom ?

Portfolio manager collaborator, back and middle office collaborator, asset manager, lawyer, IT specialist, compliant officer.

Prerequisites

Training objectives

Master the fundamentals of asset management.

Integrate the principles of interest rate product management.

Apply the principles of equity management.

Introduce yourself to structured management.

Identify the criteria for measuring performance.

Training program

• Master the asset management environment
  • - The players in asset management.
  • - Role and duties of the asset manager.
• Know how management companies and UCIs work
  • - Organization of management companies.
  • - Applicable regulations: UCITS, AIFM, AMF approvals.
  • - Measurement of the performance of UCIs and classification.
• Carry out the management of interest rate products Mapping of interest rate products.
  • - The concept of actuarial rate.
  • - Parameters: sensitivity, duration, yield curve and credit risk.
  • - The information sheet for a bond UCI .
• Getting started with structured management Objectives of structured management.
  • - Put in place a guarantee.
  • - Structured management typology.
• Managing a stock portfolio Index management.
  • - Active management: bottom up or top down approaches; value or growth; sector rotation and market cycle.
  • - The typology of hedge funds.
• Evaluate the performance of portfolio management Analysis of the risk-return couple.
  • - Performance measures: MWreturn and TWreturn.
  • - Risk-adjusted performance measures: Sharpe, information and Treynor and Calmar ratios.
  • - GIPS standards.
  • - Analysis of mutual fund management reports.
• Remote activity
  • - To benefit from the contributions of an expert on a theoretical or practical point: a
  • - expert 'Discover the principles of structured management'.