Wealth Management

Fundamentals of Investment Funds

Overview

This course is designed to cover different types of investment funds offered to investors, for example unit trusts, mutual funds, pension funds, institutional funds, etc.

Objective

On completing this course, you should be able to:
a. Understand essential features, risks, costs, benefits and fee structures of investment funds and unit trusts;
b. Understand different types of investment funds in terms of asset class, market, asset allocation (active vs passive), and other considerations (open-end vs closed-end);
c. Understand the contents of a fund factsheet and an audited annual report of an investment fund;
d. Evaluate fund performance through the use of benchmarks and risk-adjusted measures; and
e. Identify potential red flags for an investment fund

Content Highlight

- Introduction
- Investment Funds
- Conclusion

Who Should Attend

It is relevant to those PWM practitioners who would like to enhance their knowledge and skills in wealth management products.

Administrative Details

Code
TEPWM20011101
Venue
ePlatform
Relevant Subject
Type 1 - Dealing in securities,Type 4 - Advising on securities,Type 9 - Asset management
Language
English
Hours
SFC:1.50, PWMA:1.50
Fees
All Member: HKD450
Non-Member: HKD900
Staff of Corporate Member: HKD450