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

JIM Daniel

Mr Jim is a veteran in the field of absolute return target investing with a focus in the Greater China region. He has extensive working relationships with major European institutions including mutual funds, insurance, proprietary desks and super-nationals.

Mr. Jim earned his Bachelor and Master degrees at the Chinese University of Hong Kong and SDA Boccioni in Milan, Italy respectively and is a CFA charter holder.

Administrative Details

Code
TQPAM17000103
Date & Time
Monday, 29 Jan 2018 (06:30 PM - 09:00 PM)
Wednesday, 31 Jan 2018 (06:30 PM - 09:00 PM)
Tuesday, 6 Feb 2018 (06:30 PM - 09:00 PM)
Wednesday, 7 Feb 2018 (06:30 PM - 09:00 PM)
Venue
HKSI Institute Training Centre
Language
English
Hours
SFC:10.0, PWMA:10.0
Fees