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' initial 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 the Asia pioneers in global hedge fund investments, allocating investments to over 100 funds in the region and globally. 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
TQPAM20000101
Date & Time
Monday, 8 Jun 2020 (06:30 PM - 09:00 PM)
Wednesday, 10 Jun 2020 (06:30 PM - 09:00 PM)
Monday, 15 Jun 2020 (06:30 PM - 09:00 PM)
Wednesday, 17 Jun 2020 (06:30 PM - 09:00 PM)
Venue
HKSI Institute Training Centre
Language
Cantonese
Hours
SFC:10.00, PWMA:10.00
Fees