{"id":8046,"date":"2014-04-16T11:27:45","date_gmt":"2014-04-16T11:27:45","guid":{"rendered":"https:\/\/www.financial-fluency.co.uk\/?page_id=8046"},"modified":"2015-06-10T11:09:52","modified_gmt":"2015-06-10T10:09:52","slug":"understanding-the-asset-management-industry","status":"publish","type":"page","link":"https:\/\/www.financial-fluency.co.uk\/financial-training-courses\/corporate-finance\/understanding-the-asset-management-industry\/","title":{"rendered":"Understanding the asset management industry"},"content":{"rendered":"\"in-house\n

In-House Training Course on
\nUnderstanding the asset
\nmanagement industry<\/h2>\n

This two-day course is for staff at Board or managerial level. <\/p>\n

It aims to give a comprehensive insight into how the institutional asset management industry
\nworks. It will help delegates to see their own role in an industry and business context and gain a better understanding of the operational processes supporting successful performance and client service. The programme incorporates the latest research and thinking on the industry and includes input from experienced senior practitioners. <\/p>\n

<\/a><\/p>\n

No prior industry experience is necessary to attend the course but it will be fast-paced. <\/p>\n

Pre-course work will be provided and a small amount of evening preparation is required. <\/p>\n

Understanding the asset management industry
\nWorkshop Objectives<\/h3>\n

At the end of the workshop, delegates will have a better understanding of: <\/p>\n

\u2022\tThe UK marketplace and the key factors impacting on institutional business
\n\u2022\tHow the industry is responding to the main challenges
\n\u2022\tThe financial dynamics of a firm, including investment fees, and understand the impact on costs and profitability
\n\u2022\tThe range of current approaches to asset management and how different investment processes work
\n\u2022\tHow different business models within the sector drive management style, culture and attitudes to competence
\n\u2022\tOperational processes necessary for successful business development and client service
\n\u2022\tOpportunities and restrictions of UK and EU financial regulation <\/p>\n

The Content of Understanding the
\nasset management industry Workshop<\/h3>\n

Understanding the market<\/strong><\/p>\n

\u2022\tInstitutional products, with the emphasis on pension schemes
\n\u2022\tSize of the UK and main international markets
\n\u2022\tRecent trends in the UK market<\/p>\n

Understanding institutional clients and business development<\/strong><\/p>\n

\u2022\tRole of the plan sponsor, trustees, investment managers, consultants, custodian and administrator
\n\u2022\tImpact of pensions legislation
\n\u2022\tThe selection process
\n\u2022\tRole of the consultants, interaction of the consultants, trustees and investment managers
\n\u2022\tInformation required by consultants (digging into the RFP)
\n\u2022\tThe \u201cBeauty Parade\u201d and final selection<\/p>\n

Case study covering \u2018Review of RFP document\u2019 <\/strong><\/p>\n

Understanding the financials <\/strong>
\n\u2022\tThe financial dynamics of a firm
\n\u2022\tInvestment fee structures
\n\u2022\tCost structures
\n\u2022\tProfit drivers <\/p>\n

Looking into the future <\/strong>
\n\u2022\tForces impacting on the industry
\n\u2022\tChallenges facing firms and managers
\n\u2022\tCompetition, cost reduction, public scrutiny and increased regulation
\n\u2022\tNew approaches and new skills needed <\/p>\n

Investment management processes<\/strong>
\n\u2022\tStrategic vs. tactical asset allocation
\n\u2022\tChanging the asset mix for better asset-liability matching
\n\u2022\tRecent developments: LDI, 130:30, using hedge funds, derivatives strategies and globalisation of UCITS funds<\/p>\n

Case study covering \u2018Tactical Asset Allocation simulation\u2019 <\/strong><\/p>\n

Investment processes and risk management <\/strong>
\n\u2022\tDealing, settlement and custody
\n\u2022\tInvestment operations processes
\n\u2022\tPerformance measurement and reporting <\/p>\n

Understanding operational risk management <\/strong>
\n\u2022\tMitigating major operational risks in fund management
\n\u2022\tImplications for day-to-day management
\n\u2022\tIssues for IT, outsourcing and disaster recovery <\/p>\n

Case study covering \u2018Operational risk simulation\u2019<\/strong><\/p>\n

Current trends and themes in financial services regulation <\/strong>
\n\u2022\tImpact of EU regulation
\n\u2022\tCurrent FSA priorities including authorisation of funds, market timing, systems and controls
\n\u2022\tRole and structure of the Compliance team <\/p>\n

Case study covering \u2018New fund launch risk review\u2019<\/strong><\/p>\n

Asset management organisational structures <\/em>
\n\u2022\tTypical organisational structures, governance and management
\n\u2022\tKey skills and capabilities
\n\u2022\tPerformance management and reward
\n\u2022\tThe Approved Persons regime <\/p>\n

The Target Audience<\/h3>\n

\u2022\tMiddle managers new to the business
\n\u2022\tMiddle managers in new roles who require a broad overview of their firm
\n\u2022\tService providers including custodians, trustees and depositaries and administrators
\n\u2022\tManagers in operational areas of the firm
\n\u2022\tLegal and compliance
\n\u2022\tPR, marketing, advertising and design firms working with clients in the institutional investment business
\n\u2022\tIndustry regulators and government departments <\/p>\n

The asset management industry Course Delivery<\/h3>\n

\"IFRS<\/p>\n

We take an open friendly and enthusiastic approach to learning finance. We believe that people learn more effectively when they are enjoying themselves. We make finance interesting for you.<\/p>\n

We love questions and welcome as many as possible. We encourage an open atmosphere which in our experience accelerates the learning process. We always use lots of exercises, case studies and real life examples in our training as we believe this really helps our clients to understand concepts. <\/p>\n

We find that people only really learn when they test their understanding through practice.We offer traditional training, facilitation, interactive simulations, coaching and online training.<\/p>\n

Tailored In-house Course<\/h3>\n

All our courses are tailored to meet our client’s specific needs. <\/p>\n

We like to spend time getting to know our clients as we strongly believe that training is most effective and valuable when tailored and focused.
\n\"\"<\/p>\n

In-house Asset Management Industry Training<\/h3>\n

Our training can be held within your office or an external venue of your choice. <\/p>\n

We can also secure venues on your behalf through our venue sourcing agency.
\n 
\n 
\n<\/a><\/p>\n

Make Enquiry or Book Now \"in-house<\/h2>\n
\n

<\/p>