Key considerations

Portfolio & Risk Management Oversight for UCITS & Alternatives

Key considerations

Proposed by

Key considerations for the fund director in his/her role of oversight of portfolio management

  • Understanding performance

  • Adherence to risk and investment restrictions

  • Adherence to operational standards

  • The role of the ManCo

  • Oversight of delegated portfolio management function under various delegation models

  • The role of the depositary

About The Author

Practical Info

06/10/2022 15:15 (Europe/Luxembourg)
1 hour 30 minutes