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Advanced Fund Analysis Training
For the successful investor, investing in funds is a must. Our Advanced Fund Investing Training will take you to the next level and turn you into an advanced mutual fund investor.
Create a Diversified Fund Portfolio
Learn to apply a rigorous framework for fund selection across asset classes.
Gain insights into important topics in fund analysis, including due diligence, manager selection, and portfolio formation.
Explore real-world applications of these principles through case studies and develop a quantitative approach to manager allocation.
Cost:
From £542.41Time Investment:
1 hour a week for 5 weeksWho should enroll:
Our Fund Investing course is tailored to meet the needs of a diverse range of individuals who share a common desire: to grow their financial knowledge and harness the power of fund investing. Students with no prior background in investing should first enrol in the Elite Stocks and Bonds Masterclass.All Upcoming Dates
Tue, 9 Jan 2024 18:30 – 19:30 GMT
Tue, 28 May 2024 18:30 – 19:30 BST
Tue, 17 Sep 2024 18:30 – 19:30 BST
Tue, 12 Nov 2024 18:30 – 19:30 GMT
What you will learn
- Building diversified investment portfolios
- Analysing various fund types
- Risk assessment and management
- Investment strategies and goals
- Understanding market dynamics
- Evaluating fund performance and returns
Course Highlights
📈 Understanding the Investment Landscape
Discover the diverse universe of investment options, from stocks and bonds to mutual funds and more. We’ll break down the terminology and concepts that are the building blocks of successful fund investing.
🌐 Navigating Market Dynamics
Learn to interpret market behaviour, decipher trends, and understand the factors that drive investment opportunities. By grasping the market’s ebb and flow, you’ll make informed investment decisions.
💡 Mastering Investment Jargon
Demystify complex financial jargon and become fluent in the language of investments. We’ll ensure you’re equipped to engage confidently in investment discussions and research.
🧐 Analysing Investment Products
Gain insight into a wide array of investment products and understand their characteristics, including risks and potential returns. This knowledge is the key to constructing a robust and balanced investment portfolio.
📊 Risk Management
Develop an understanding of risk assessment and management techniques. By the end of this section, you’ll be able to tailor your investment strategy to your own risk tolerance and financial goals.
Who is this for / prerequisites
Our Fund Investing course is tailored to meet the needs of a diverse range of individuals who share a common desire: to grow their financial knowledge and harness the power of fund investing. Students with no prior background in investing should first enrol in the Elite Stocks and Bonds Masterclass.
Course Content
Introduction to Investment Funds
- Fundamentals of Investment Funds
- Historical performance and growth of the fund industry
- Investment Objectives and Risk Tolerance
Fund Analysis and Selection
- Fundamental Analysis of Funds
- Analysing fund holdings and portfolio composition
- Assessing fund manager experience and expertise
Performance Metrics
- Measures of fund performance (e.g., Sharpe ratio, alpha, beta)
- Benchmarking and comparing fund performance
- Evaluating past performance and consistency
Portfolio Management
- Portfolio Construction with Funds
- Building a diversified portfolio using funds
- Asset allocation strategies with multiple funds
- Introduction to alternative investment funds (private equity, real estate, etc.)
Practical Application and Case Studies
- Behavioural Finance and Investor Psychology
- Developing a disciplined investment approach
- Identifying best practices in fund evaluation