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Corporate

Investment Funds

Corporate 10 a.m.

Introduction

This training course Investment Funds provides specialised training in the financial sector, focusing on collective investment schemes and investment funds. It is designed for professionals seeking gain an in-depth understanding the regulations governing these organisations, explore the various types of investment funds and gain an understanding of the strategies of active and passive management. It also allows participants to iidentify and assess the most profitable investment funds.

Throughout this course, the professionals develop key skills in the field of finance and investment, enabling them to make decisions key financial indicators with confidence and insight. This course offers a solid foundation in the world of investment and finance.

Objectives

  • Understanding the regulation of collective investment schemes in Spain.

  • Distinguish between various collective investment schemes.

  • Sort investment funds.

  • Analyse property funds.

Table of Contents

TEACHING UNIT 1. REGULATION IN SPAIN.

  1. Spanish regulations governing collective investment schemes (CIS) in relation to product types, financial arrangements (assets, limits) and fees and charges.
  2. The various financial collective investment schemes: funds and securities investment companies.

TEACHING UNIT 2. INVESTMENT FUNDS.

  1. Classification of investment funds.
  2. Characteristics of property investment funds.

TEACHING UNIT 3. ASSETS AND LIABILITIES.

TEACHING UNIT 4. THE ABILITY TO RECOMMEND A FUND BASED ON ITS PERFORMANCE.

  1. Measures of central tendency: analysis of the return-risk relationship.
  2. Key ratios in benchmark-based management.

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