THE PROGRAM

UNDERSTANDING PORTFOLIO MANAGEMENT AND TRADING is a training seminar based on a securities market model designed to help explain the business in a succinct modular format. The seminar presents an overview of the various investment functions, participants and their roles. Within this model, business and systems requirements for trading & investment management, securities accounting, and custody processing are described for industry participants such as:

  • Banks
  • Brokers
  • Insurance Companies
  • Mutual Funds
  • Investment Advisors
  • Domestic & Global Custodians

Seminar Contents
 
1.0 PRE-TRADE
      1.1 Research
      1.2 Analytics
      1.3 Investment & Trading Decisions
 
2.0 TRADE
      2.1 Order Management
      2.2 Compliance
 
3.0 MIDDLE OFFICE
      3.1 Portfolio Valuation
      3.2 Performance Measurement
      3.3 Cash Management
      3.4 Risk Management
 
4.0 CHALLENGES
 

 

"Bridging the gap" between business and technology  

Press Releases

Public Seminars

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