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Investment funds & Portfolio Management

Fintelligence AG
Online
E-Learning
  • Englisch
The topic of investment funds deals with various key aspects of the investment fund business, in particular the advantages of fund investments, the fund offer for investors and the legal bases in Switzerland and the EU. Different types of appraisal of investment funds are highlighted, including the calculation of the net asset value (NAV). Furthermore, fund rates, standardized cost variables, and tax aspects of investment funds are explained. The topic Portfolio management deals with various aspects of portfolio formation and performance measurement. A number of different measurement methods for risk and return as well as the concept of diversification are discussed. In addition, the benefits of performance measurement are explained. Finally, light is shed on various strategic and procedural aspects of asset management.
  • Finanzwirtschaft
  • Risk- und Portfolio Management
10.50
580.00
500.00
Peter Stapfer
+41 (0)44 524 33 36
peter.stapfer@fintelligence.ch
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