Fund Management Masterclass

Eureka Financial
Course summary
14 hours
1,695 - 1,750 GBP excl. VAT
Part time
Online courses
Next available date: 15/11/2021 09:00 - Online courses
Professional Training

Course description

Fund Management Masterclass

We offer a unique opportunity to complete this programme remotely via a virtual class which will be delivered over 3 x 4.5 sessions on 15-17 Nov 2021. All sessions will start at 10 a.m. UK time and the course is delivered by a senior expert with over 30 years of experience.  

Conducted by a senior City expert this practical course is designed to assist those who are new to the field and who wish to gain a good knowledge and understanding about the essential elements of this important activity in wealth creation and investment. We also include information about sustainable financing in line with ESG ideals. We describe how funds are structured and the differing types that exist. We look at the role of the fund manager and the impact of regulation.

Attend this program to learn about the fund fundamentals, their structure and types, the role of fund managers, decision making process, providing client services, portfolio theory and asset allocation strategies, regulations impacting the sector as well as different investment strategies and elements impacting the sector.

The program is relevant for professionals in any geographical location though UK and European regulations and structures are discussed.

Suitability - Who should attend?

  • New joiners in a fund management environment
  • Staff in wealth management firms
  • Investment professionals
  • Operations specialists
  • Risk managers
  • Compliance staff
  • Those holding client facing roles

Outcome / Qualification etc.

By the end of this programme you will:

  • Gain a good understanding if the fund management industry
  • Learn about the different types of funds and their structures
  • Explore different investment strategies and explain some of the theory behind portfolio creation
  • Discover how funds are administered and understand the supporting operational processes used
  • Identify the main roles and responsibilities
  • Explore the future impacts on the fund management business with a particular focus on ethical and green investments

Main topics

  • Overview of the investment management industry
  • Characteristics of different asset classes
  • The decision-making process
  • The role and responsibility of the fund manager
  • Design, marketing, specification and monitoring
  • Tactical asset allocation and diversification
  • Addressing investment risk
  • Balancing portfolios
  • Approaches to fund management: investment strategies, passive vs active and more
  • Types of funds and their structures
  • Client services: documentation and reporting
  • How are funds regulated and controlled
  • Investing in funds
  • Socially responsible investment and ESG – environment, social and governance drivers
  • Taxation
  • Present and future impacts on fund management

Course delivery details

We offer a unique opportunity to complete this program remotely via a virtual class which will be delivered over 3 x 4.5 sessions.


  • Early bird price: £1695 + VAT
  • Regular price: £1920 + VAT

We offer 5% discount for 2 and 10% for 3 people. There is no VAT charge if you are based outside of the EU. 

About provider

Eureka Financial - Expert in Banking and Finance, Regulatory, Risk and Wealth Management Training.

Eureka Financial is a provider of banking, finance, regulatory, risk and wealth management training courses. We also offer some business management and soft skills training programmes. Based in London, UK, we organise public courses in London as well as tailored in-house...

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Eureka Financial

22 A St Jame's Square
SW1Y 4JH London

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