This 7-hours course aims to equip participants with relevant knowledge on fund investing to provide better advice and recommendations on funds that are suitable and in alignment with clients’ investment objectives and requirements.

• Assistant Relationship Manager
• Relationship Manager
• Investment Counsellor

• Understand the development and changes of funds offering in the recent years.
• Understand common client concerns, objections and misbeliefs on funds.
• Learn the relevance, application and usage of funds for clients.

Part 1: Introduction

• An Introduction to Funds
• Priorities of Fund Managers vs Distributors vs Clients

Part 2: Evolution of the Funds World

• Short-Term then is the Long-Term now
• Rise of the ETFs
• From Core to Thematic
• Income everything
• Invasion of Alternative Funds
• Mergers and Boutique entrants

Part 3: Investor Pitfalls

• Cheaper is better?
• The more the merrier?
• Buy low sell high?

Part 4: Funds Application Today

• Selecting Funds and what to look out for
• Net total performance is key
• Fees and Revenue
• Everything else that matters
• Portfolio Construction
• Role of Funds
• Blending Funds and ETFs
• Blending Funds and Alternative Funds
• Objective-focused investing
• Access to markets
• Thematics and Tactical play
• Income generation and leveraging
• Exclusivity for distributors
• Customisation for large investors

Part 5: Conclusion

Our trainer brings extensive client-facing advisory experience in managed investments, covering ETFs, mutual funds, and private market products at leading private banks. With a dual background in technology and finance, he provides analytical depth to portfolio analysis and performance evaluation. He currently works in manager and index research at an independent asset management firm and holds postgraduate qualifications in applied finance.