Fund Marketing & Distribution 2011

• Future Challenges to the Fund Distribution model

• Distribution into Asia

• Distribution with US & LatAm

• Utilising Platforms within Your Distribution Strategy

• Overcoming Complexities within Cross-Border UCITS Distribution

 

• Accommodating FATCA within Distribution Models

• AIFM: What Next for UCITS?

• UCITS: Complex vs. Non-Complex

• Avoiding UCITS IV Pitfalls

• MiFID Fund Distribution Opportunities & Challenges

• Fund Domiciliation:  Is There a Cheaper Way for UCITS?

• Complexities in Administering Funds

• What you Need to Know if Moving Onshore

• Scaling into Multiple Jurisdictions whilst Maintaining Profitability

• Operational Efficiencies: Industry Best Practices & Examples 

 

• Absolute Return UCITS: Increasing AUM through Alternative Distribution Channels

• Distribution of UCITS through ETFs

• PRIPs: Ensuring Effective Consumer Protection

• Investor Demand: Fund Selection & Buying Habits Exposed

 

Use industry case studies, practical examples and hands on exercises to gain complete knowledge on capturing and controlling the risks in your UCITS funds.

•Form an action plan utilising the latest data, tools & techniques

•Ensure you capture all risks with a comprehensive framework

•Best practice measures, limits and procedures

•Analyse your counterparty risk and set realistic limits

•Understand and monitor the operational threats

•Gauge market risk and valuation

•Review your governance through assigning responsibilities

•Regulatory and internal reporting

•Assess current of risk management measures

•Tools and techniques for stress testing

•Define staff roles and responsibilities

•Current software on the market

•Develop your own risk report

•VaR: Measure the risk of loss on your portfolios

•Accurately gauge & monitor your exposures