Sign up for free newsletter

 

UCITS Funds

Training : UCITS Funds

Tue, 14/10/2014   for 1 Day
Conducted by : Eureka Financial
Contact : Sam Baker
Duration : 1 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.
 
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!


features
Special report
Commodities 2015: The outlook for investors

Investing in commodities can yield handsome returns, but investors need to focus sharply on timing and diversify their portfolios away from traditional safe havens and into sectors such as agriculturals and products such as ETFs. As one expert reveals in this special report, "Gold is not the only yellow commodity one should have in their portfolio"... »

Article
Spotlight

In an extract from the Preqin Special Report: Asia-Pacific Hedge Funds, we provide an overview of the industry in Asia-Pacific, covering assets under management as well as key locations, strategies, fund structures and more.  ... »

Article
up arrow

Assets under management for sovereign wealth funds globally reach USD6.31tn as of March 2015, increasing by more than USD900bn over the past 18 months. This information has been revealed in the 2015 Preqin Sovereign Wealth Fund Review, a comprehensive guide to these influential investors. ... »

Special report
Hedgeweek Global Awards 2015 – The Winners

Read the complete list of Winners and profiles at the sixth edition of the Hedgeweek Awards, presented in London's Mayfair and sponsored by Morgan Stanley, which brought together the leading names in the global hedge funds industry to celebrate the achievements of the best performing managers and service providers in 2014... »

Article
Hedgeweek Special Report: eVestment – The evolution of hedge fund investing

As revealed in this Hedgeweek Special Report sponsored by eVestment, the data, analytics and market intelligence provider to the institutional investment community, experts agree that investing in hedge funds represents a good way for institutions to access manager skill, which is key in constructing a diversified portfolio to achieve risk and return targets. ... »

Special report
Hedgeweek Special Report: The Bahamas – How it continues to evolve its funds industry

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.... »

latestjobs
Equity Index Trading – New York City

Fri, 17 Apr 2015 00:00:00 GMT

Senior C#/Angular JS Web Developer 200-300K

Fri, 17 Apr 2015 00:00:00 GMT

SQL Developer

Fri, 17 Apr 2015 00:00:00 GMT

events
2 days 12 hours from now - _
3 days 12 hours from now - Boston
specialreports