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
 

 

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