Learn how UCITS can help achieve your investment objectives, explore new products and market trends, and stay up-to-date with UCITS IV & V requirements.
This practical 1-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 & V
• 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
• Managing Risk Exposureseu
• Use of UCITS for funds and hedge funds
• Market developments
Register early and take advantage of the Early Bird discount!
Thu, 30/07/2015 - 11:00
Cybersecurity is no longer simply an IT issue, it is now a business issue. This is the conclusion of the experts and fund managers around the world whose opinions were polled for this landmark Hedgeweek Special Report, which outlines Best Practices for Cybersecurity in a fast-changing environment where managers need to keep several steps ahead of cyber criminals... »
Wed, 22/07/2015 - 19:52
The introduction of the Alternative Investment Fund Managers Directive (AIFMD) into European law in 2013 was part of a series of moves towards greater regulatory oversight of the hedge fund industry in recent years. In our survey, we asked hedge fund managers for their views on the effect of these new regulations on the industry as well as their expectations about the impact of the AIFMD on their firm over the next 12 months, the results of which are analyzed in this extract from the Preqin Special Report: AIFMD in the Hedge Fund Industry – 2015 Update. ... »
Thu, 02/07/2015 - 15:51
A couple of years ago, the title Chief Information Security Officer, or CISO for short, was a foreign concept within the hedge fund community. The winds have changed, however, as hedge funds become increasingly targeted by cyber hackers, causing many to hire a CISO to uphold the network integrity of the firm. ... »
Mon, 29/06/2015 - 12:48
Sovereign wealth funds, though small in number and secretive in nature, wield considerable influence as investors as a result of their sizeable assets under management. This extract is taken from Preqin’s latest report which features exclusive content from the 2015 Preqin Sovereign Wealth Fund Review. ... »
Tue, 16/06/2015 - 09:57
Mergers and acquisitions in recent years have changed the face of hedge fund administration. Big custodial banks are likely to dominate the HFA space in years to come, forming one part of a barbell with a number of well-run, well-capitalised independent HFAs on the other end. This report examines the implications for both hedge funds and their administrators... »