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 learn about the main characteristics of UCITS, their structure and objectives as well as about the key risk and performance indicators. Setting up funds in different jurisdictions and organising fund management and oversight will be discussed in detail.
You will learn about the regulatory reporting requirements, fund authorisation and distribution process as well as about organising effective governance and compliance monitoring structures.
By the end of this course you will have a solid understanding of:
The characteristics of UCITS, their structure and objectives
The main regulatory aspects and the differences in setting up funds in Ireland and Luxembourg
How to structure UCITS
The necessary documentation required
The main parties involved and their role
How to organise fund governance
Key risk and performance indicators
Organising compliance monitoring and fund oversight
Changes under the UCITS IV - VI Directives
Register now and take advantage of the Early Bird discount!
Wed, 25/03/2015 - 11:46
The Bahamas is taking steps to raise its profile as an attractive funds centre, continuing to build out the popular SMART Fund model template to provide a range of solutions for investment managers, plus its new ICON structure designed to appeal specifically to Brazilian investment managers and advisers.... »
Fri, 27/03/2015 - 14:16
In an extract from the 2015 Preqin Investor Outlook: Alternative Assets H1 2015, results of a survey conducted in Q4 2014 reveal which strategies and regions will be targeted by private equity investors this year. ... »
Thu, 05/03/2015 - 14:15
This Special Report unveils the ways in which State Street Global Markets' Fund Connect ETF platform is bringing new levels of efficiency to the the ETF marketplace, and includes expert comment from the perspective of an AP.... »
Wed, 11/03/2015 - 16:30
Nearly double the proportion of investors view fees as a key issue in the hedge fund industry compared to last year, while performance remains the biggest concern. Investor survey results published in the Preqin Investor Outlook: Alternative Assets H1 2015 reveal the key issues facing investors in the coming year. ... »
Fri, 13/03/2015 - 16:03
Work patterns in the alternative investments space have seen a significant shift over the years —from working in the office on a computer, to collaborating remotely via mobile applications and bring your own devices (BYOD). To remain competitive, an enormous amount of data must be shared on-the-go to facilitate investment decisions, but with minimal IT oversight, this trend towards mobile could open the door for increased risk of information leakage. ... »
Tue, 31 Mar 2015 00:00:00 GMTWeb Developer
Tue, 31 Mar 2015 00:00:00 GMTSenior Sales – Leading Global Macro Policy Intelligence Provider – New York
Tue, 31 Mar 2015 00:00:00 GMT