Funds fact sheets have often been used as a basis for fund recommendations. Yet most wealth advisors have grossly under-utilise the information contain in them. Undue emphasis is often placed on the fund’s performance and not enough on the risk aspect of the funds. By understanding the wealth of information contained in the fact sheets, wealth advisors will be able to form a strategic framework to identify funds which are poised to outperform in various phases of an economic cycle, even within the same asset class.
Target Audience
- Covered persons working in private banks
- Wealth advisers
- Financial professionals in the banking and financial services industry
Course Outline
Reading Fund Fact Sheets
- Fund Description
- Key Fund Facts
- Fund Composition
- Fund Statistics
- Returns
- Absolute Returns
- Annualized Returns
- Bid-to-Bid Returns
- Offer-to-Bid Returns
- Comparison to Benchmark
- Weighted Returns
- Risks
- Standard Deviation
- Downside Risk
- Beta
- R-Squared
- Tracking Error
- Credit Risk
- Interest Rate Risk
- Risk-Adjusted Returns
- Sharpe Ratio
- Sortino Ratio
- Treynor Ratio
- Jensen Alpha
- Information Ratio
- Returns
Investment Perspectives
- Funds for Buy-and-Hold Investors
- Funds for ILPs
- Strategic with Tactical Adjustments
Growth Cycle Fundamentals
- Growth Cycle Analysis
- Where are We Now? Part 1: Economic Indicators
- Where are We Now? Part 2: Intermarket Analysis
- Sectoral Adjustments
Analysing and Selecting Funds
Reviewing the Fund Fact Sheets from:
- Equity Funds
- Bond Funds
- Multi-Asset Funds
- Commodity Funds