Regulated Funds and Fund Managers: A Credit Perspective

Time: 9 December 2009
Venue: London, United Kingdom

A one-day workshop offering a structured approach to the analysis of both local and international regulated funds, pension funds and fund managers. This credit focused workshop is for analysts and bankers but is also appropriate for a wider audience who need to understand the key risk issues of the fund management industry.

Course Objectives:

• Distinguish key fund types and structures both locally and internationally
• Identify the roles of key parties to a fund: fund manager, trustee, custodian, administrator etc. and the due diligence required to assess risk management and controls
• Use key performance indicators to benchmark performance and credit standing of both funds and fund managers
• Understand the importance of the regulatory and supervisory framework (e.g. 1940's Act and UCITS) and the impact of changing regulations on both mutual and pension funds
• Structure exposures to funds and fund managers in order to minimise credit risks

[2nd person half price on registrations received before 31st August. Must both attend on the same dates. Add "2nd person half price" to the notes when registering.]

For more info http://www.fitchtraining.com/...