Sign up for free newsletter



Training : UCITS Funds

Tue, 07/06/2011   for 1 Day
Conducted by : Eureka Financial
Contact : Sam Baker
Duration : 1 Day
Apply now Visit site

Learn about the advantages of investing in UCITS and changes under UCITS IV.

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.

You will also have a chance to learn about the changes under UCITS IV directive which will further enhance the product range, distribution and management structure.

You will learn about the key concepts of UCITS and UCITS IV including the management company passport, cross-border distribution, mergers, master-feeder structures and key investor information.

Main topics covered:
• The key features of UCITS
• The use and structure of UCITS III
• Changes under UCITS IV
• Structuring UCITS and authorisation process in Luxembourg and Ireland
• Eligible assets in UCITS funds
• The key features and applications of UCITS as an asset class
• 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

By the end of this course you will have a solid understanding of:
• The characteristics of UCITS, their structure and objectives
• Main regulatory aspects
• Pros and cons of UCITS for the fund management
• Applying traditional instruments in the fund structure
• Sophisticated and non-sophisticated funds
• Value at risk in the UCITS context
• Changes under the UCITS IV Directive

Register now and take advantage of an Early Bird discount!


Special report
US Hedge Fund Services 2015

US Hedge Fund Services 2015

Wed, 30/09/2015 - 11:21

A rising tide of regulation is threatening to swamp US hedge funds with significant trading, distribution and reporting issues.This Hedgeweek Special Report unravels these issues, guides managers through the solutions currently available to them, and examines the challenges of running activist hedge funds, where assets have grown to USD120 billion over the past decade... »

Special report
The TYVIX Index: Navigating through interest rate volatility

With interest rates set to rise, this Hedgeweek Special Report examines the the latest tools available to fixed income investors and traders in the form of the CBOE/CBOT 10-year US Treasury Note Volatility Index (The TYVIX Index) and TYVIX futures, which give traders an effective way to hedge, gain exposure to, or trade interest rate volatility.... »

Preqin Special Report: Hedge Fund Manager Outlook – Augst 2015

Unrealised assets in tail-end funds

Mon, 28/09/2015 - 14:40

Distributions from private equity funds have improved greatly in recent years as managers have taken advantage of improving market conditions to realise value from remaining assets in their portfolios. This has gone some way to alleviating concerns regarding the overhang of unrealised value in ageing funds; however, the issue has not yet been fully rectified, particularly as funds raised in the boom years of 2005-2008 reach the 10-year mark. ... »

Index options & futures

John Angelos, CBOE

Interest rate volatility is like a storm cloud building on the horizon. The US Federal Reserve has kept rates stable for nigh on a decade, but global asset managers are now preparing for their fixed income portfolios to feel the impact of a rate rise later this year.  ... »


Dixon Boardman

Dixon Boardman, a veteran hedge fund of fund manager, is a survivor. Having founded, Optima Fund Management in 1988, his firm now manages USD4 billion. Boardman – and Optima - have stood firm through a sustained period of challenges for the fund of funds business. ... »

Data Scientist - PhD

Tue, 06 Oct 2015 00:00:00 GMT

Ph. D / Quantitative Researcher - NYC

Tue, 06 Oct 2015 00:00:00 GMT

Algo Systems Engineer

Tue, 06 Oct 2015 00:00:00 GMT

5 days 11 hours from now - New York
1 week 4 days from now - Cairo
1 week 4 days from now - Hong Kong
1 week 4 days from now - New York