Description

The training is part of the Fund Governance Masterclass, a certification programme with the below topics:

• Module 1 - Funds & IFMs: Governance fundamentals
• Module 2 - Portfolio management 
• Module 3 - Risk management
• Module 4 - Fund Administration, Depositary and Valuation
• Module 5 - AML/CFT: key considerations for the Fund industry
• Module 6 - The role of the auditor
• Module 7 - Marketing, distribution and transfer agency
• Module 8 - ESG developments for Fund Directors
• Module 9 - Technology challenges for Fund Directors
• Module 10 - Fund Governance in Practice

This module will cover a key role of an IFM and their oversight from a Fund governance perspective: the Investment management oversight for both UCITS and Alternatives.

The Portfolio Management Module provides an overview of the investment management process, addresses the various models of delegation and highlights key considerations for Directors in their role of oversight over this function.