Sign up for free newsletter

 

UCITS Funds

Training : UCITS Funds

Thu, 23/09/2010 - 08:00 for one day
Conducted by : Eureka Financial
Duration : one day
Apply now Visit site

 This practical one day course is designed to provide an insight into the area of UCITS, showing how funds may select eligible assets and demonstrate how these instruments may be employed to achieve different investment objectives.  The course will start with providing a background to UCITS III and the different types of instruments which can be used within this structure. It will then look at traditional asset classes as well as planned changes in UCITS IV directive. 

Legal requirements as well as practical aspects of using UCITS in fund and hedge fund management will be discussed in detail including structuring requirements, authorisation process, governance, transparency and distribution.

Participants will have a chance to assess risk as well as examine applications of different types of derivatives in UCITS funds. Finally, delegates will explore value at risk and its relevance to sophisticated funds.

A one day intensive course on UCITS funds for Fund and Asset Managers, Investment Bankers and Institutional Investors exploring: 

 

* The use and structure of UCITS III 

* Changes under UCITS IV 

* The key features of UCITS 

* Structuring UCITS and authorisation process 

* Eligible assets in UCITS funds 

* Main legal requirements 

* Governance, transparency, custody and depositaries 

* Application of equities, bonds, fund of funds derivatives, 130/30 and other instruments 

* UCITS Alternatives 

* Distribution of UCITS 

* Leverage and VaR 

* Use of UCITS for funds and hedge funds 

 


features
Special report
Hedgeweek Special Report: Prime Brokerage 2015

Read how prime brokers of all shapes and sizes are becoming both operational and balance sheet-efficient, and broadening out their product suites for hedge fund managers... »

Special report
Lyxor Asset Management - Why trend-following strategies are back on track

This Hedgeweek Special Report explains not only why managed futures should be reconsidered by investors, but also how a more effective risk allocation strategy can benefit investor portfolios in both correlated and non-correlated markets... »

Article
Christiopher Elvin, Preqin

55% of private equity firms surveyed by Preqin at the end of 2014 stated they would deploy greater levels of capital in 2015, although 39% suggested it is more difficult to find attractive investments. Preqin’s Christopher Elvin comments: ... »

Special report
Cayman Islands Hedge Fund Services 2014

Cayman Islands Hedge Fund Services 2014

Fri, 19/12/2014 - 10:24

With service providers reporting growth in hybrid funds, funds for single investors and bespoke managed accounts, this report examines the regulations and new services being developed in Cayman to tackle the fast-changing offshore funds market... »

Article
Christopher ELvin, Preqin

977 private equity funds held a final close throughout the year raising a total of USD486bn, higher than any annual amount between 2009 and 2012, and on track to match the 2013 total. Preqin’s Christopher Elvin (pictured) reviews a year of private equity fundraising:  ... »

latestjobs
FX Options Trading - NYC - USA

Sat, 31 Jan 2015 00:00:00 GMT

FX Trader, New York City, USA

Sat, 31 Jan 2015 00:00:00 GMT

VP FX Algo Strategy Java Developer

Sat, 31 Jan 2015 00:00:00 GMT

events
3 days 16 hours from now - Kuala Lumpur
1 week 16 hours from now - Las Vagas
1 week 1 day from now - Florida
specialreports