Investment Guideline Management

 In just one day... Key benefits of attending the 2012 Funds Industry Forum on Investment Guideline Management:

 
Find out how client and investor expectations are changing - and examine the impact on asset management investment operations 
 
• Analysing new trends in IMAs and client agreements 
• Impact of global mandates and multi-jurisdictional business models
• Creating ‘effective’ contracts 
• Standardising investment schedules 
• Structuring standardised and generic contracts around models 
• Legal precedents affecting contracts
• Why litigation occurs and how to avoid it
 
Drill down on the more complex areas of investment guideline management
 
• OTC derivatives - the challenge of deriving clear benefits 
• Triggers and performance fees
• CESR’s guidelines 
• Calculation of global exposure and counterparty risk for UCITS
• Leverage calculation and disclosure
• EMIR and the move to central clearing of OTC derivatives
• UCITS VI
 
on risk measurement 
 
Focus on data: implementing emerging industry standards and guidelines 
• Data governance for buy-side firms 
• How well are providers responding to the need for clean data
• Data quality and risk management  
• Industry initiatives - EDM  
• Data scrubbing through the system
• Ensuring and facilitating connectivity
 
Satisfying more stringent internal risk management requirements
 
You can learn more about the event, click here to see the latest agenda and register with a 10% Global Fund Media discount today