Asset Management

Asset Management Fundamentals Module 4: Asset Management

Overview

The Asset Management Fundamentals Programme, which comprises of FOUR modules, is an induction programme designed to equip the financial services practitioners with the required knowledge and skills to enable them to enter into the Asset Management industry.

The Asset Management Fundamentals programme has four modules. Module 4: Asset Management provides an overview of the asset management industry.

Upon successful completion of all FOUR modules of the Asset Management Fundamentals, the participant will be awarded the Certificate of Completion of this programme.

Content Highlight

1. Overview of the Asset Management Industry
2. Client Objectives and the Products Available
3. Basic Theoretical Aspects of Portfolio Management
4. The Investment Management Process

Who Should Attend

This programme is primarily targeted to those who would like to gain a solid understanding of and/or those who plan to enter into the asset
management industry sector.

Instructor / Speaker

Daniel JIM

Mr. Jim started his career in Europe and was instrumental in supporting major European institutions' first investments into Chinese equities. He subsequently founded one of the first home-grown independent investment management firms in Greater China, focusing on alternative investment strategies. Over the years, Mr. Jim has established himself as one of Asia's pioneers in global hedge fund investments, conducted due diligence on more than 5,000 and allocated to over 100 funds. Mr. Jim has been lecturing at the Institute for 20 years on topics ranging from hedge fund to asset management and is currently also a Part-time Lecturer at the Hong Kong Metropolitan University. Daniel earned his Bachelor and Master degrees at the Chinese University of Hong Kong and SDA Bocconi in Milan, respectively, upon graduating from St. Joseph’s College in Hong Kong.

Administrative Details

Code
TQPAM17000102
Date & Time
Thursday, 7 Dec 2017 (06:30 PM - 09:00 PM)
Friday, 8 Dec 2017 (06:30 PM - 09:00 PM)
Monday, 11 Dec 2017 (06:30 PM - 09:00 PM)
Tuesday, 12 Dec 2017 (06:30 PM - 09:00 PM)
Venue
HKSI Institute Training Centre
Relevant Subject
Type 9 - Asset management
Language
English
Hours
SFC:10.00, PWMA:10.00
Fees
Back Enrolment Closed