This course provides a detailed overview of mutual funds, ETFs, and other pooled investment vehicles. It explores fund structures, investment styles, portfolio construction, operational processes, regulatory frameworks, and performance evaluation. Students learn how fund managers make allocation decisions and how investors assess fund suitability. Designed for finance students, advisors, and investors, the course builds essential knowledge for understanding and navigating the global fund management industry.
Growth
Skills & learning objectives
There are 13 modules in this class
- Overview of Investment FundsUnlock this class to watch7m 4s
- Importance of Fund ManagementUnlock this class to watch3m 1s
- Benefits and Risks of Investing in FundsUnlock this class to watch2m 2s
- Mutual FundsUnlock this class to watch5m 30s
- Hedge FundsUnlock this class to watch2m 7s
- Exchange-Traded Funds (ETFs)Unlock this class to watch2m 36s
- Private Equity FundsUnlock this class to watch2m 15s
- Real Estate Investment Trusts (REITs)Unlock this class to watch2m 12s
- Principles of Portfolio ConstructionUnlock this class to watch3m 4s
- Roles and Responsibilities of Fund ManagersUnlock this class to watch4m 57s
- Policy StatementUnlock this class to watch2m 42s
- Risk ManagementUnlock this class to watch1m 31s
- Legal and Regulatory ConsiderationsUnlock this class to watch9m 7s
- Fund Service ProvidersUnlock this class to watch1m 48s
- Roles and ResponsibilitiesUnlock this class to watch1m 42s
- Active vs. Passive ManagementUnlock this class to watch1m 49s
- Value InvestingUnlock this class to watch2m 58s
- Growth InvestingUnlock this class to watch2m 11s
- Quantitative StrategiesUnlock this class to watch4m 8s
- Global and Sectoral StrategiesUnlock this class to watch2m 31s
- Traditional and Alternative Investment StrategiesUnlock this class to watch2m 52s
- Asset AllocationUnlock this class to watch3m 31s
- Diversification TechniquesUnlock this class to watch2m 19s
- Security SelectionUnlock this class to watch1m 23s
- Performance Measurement and BenchmarkingUnlock this class to watch3m 56s
- Rebalancing the PortfolioUnlock this class to watch2m 42s
- Identifying and Assessing RisksUnlock this class to watch4m 31s
- Risk Mitigation TechniquesUnlock this class to watch2m 20s
- Stress Testing and Scenario AnalysisUnlock this class to watch1m 2s
- Regulatory Requirements for Risk ManagementUnlock this class to watch4m 5s
- Key Performance Indicators (KPIs)Unlock this class to watch1m 27s
- Performance Attribution AnalysisUnlock this class to watch1m 12s
- Reporting and TransparencyUnlock this class to watch1m 6s
- Evaluating Fund Manager PerformanceUnlock this class to watch1m 42s
- Fund Accounting and ValuationUnlock this class to watch1m 9s
- Fund Sales and DistributionUnlock this class to watch49s
- Compliance and Regulatory ReportingUnlock this class to watch33s
- Compliance Requirements for Fund StructuresUnlock this class to watch54s
- Technology and InfrastructureUnlock this class to watch50s
- Fund Taxation and ReportingUnlock this class to watch58s
- Fiduciary DutiesUnlock this class to watch3m
- Ethical Standards in Fund ManagementUnlock this class to watch1m 44s
- Codes of ConductUnlock this class to watch1m 19s
- Legal and Regulatory ComplianceUnlock this class to watch2m 23s
- Managing Conflicts of InterestUnlock this class to watch2m 31s
- Successful Fund Management Case StudiesUnlock this class to watch1m 48s
- Lessons from Fund FailuresUnlock this class to watch1m 21s
- Impact of Technology and InnovationUnlock this class to watch7m 28s
- Environmental, Social, and Governance (ESG) InvestingUnlock this class to watch4m 46s
- ClosingUnlock this class to watch1m 2s
This class is part of the following certifications
Certified Portfolio & Fund Manager (CPFM)
63 ClassesUnlimited interactive exercises
Unlock Certificate
ClassFAQs
The course aims to provide learners with a comprehensive understanding of investment fund types, fund management strategies, regulatory frameworks, risk management techniques, and performance evaluation methods.
The course is designed for finance professionals, portfolio managers, institutional investors, and individuals seeking to deepen their knowledge of investment fund structures and management principles.
The module covers mutual funds, hedge funds, ETFs, and private equity funds, explaining their characteristics, investment strategies, and suitability for different types of investors.
The course explains regulatory and legal requirements, licensing, governance structures, and the roles of key stakeholders involved in establishing and managing an investment fund.
Learners will develop the ability to assess and mitigate risks using diversification, stress testing, and scenario analysis, and they will learn to evaluate fund performance using KPIs and performance attribution techniques.
Explore
More from trading
Reviews
What our learners say
4.6
0 reviews