understanding the asset management industry

The Understanding the asset management industry training course aims to give a comprehensive insight into how the institutional asset management industry works. It will help delegates to see their own role in an industry and business context and gain a better understanding of the operational processes supporting successful performance and client service. The programme incorporates the latest research and thinking on the industry and includes input from experienced senior practitioners.

By attending Understanding the asset management industry workshop, Participants will learn:

  • The marketplace and the key factors impacting on institutional business
  • How the industry is responding to the main challenges
  • The financial dynamics of a firm, including investment fees, and understand the impact on costs and profitability
  • The range of current approaches to asset management and how different investment processes work
  • How different business models within the sector drive management style, culture and attitudes to competence
  • Operational processes necessary for successful business development and client service
  • Opportunities and restrictions of a country’s financial regulation

COURSE AGENDA

  • Role of the plan sponsor, trustees, investment managers, consultants, custodian and administrator
  • Impact of pensions legislation
  • The selection process
  • Role of the consultants, interaction of the consultants, trustees and investment managers
  • Information required by consultants (digging into the RFP)
  • The “Beauty Parade” and final selection
  • Institutional products, with the emphasis on pension schemes
  • Size of a country and main international markets
  • Recent trends in the market
  • The financial dynamics of a firm
  • Investment fee structures
  • Cost structures
  • Profit drivers
  • Forces impacting on the industry
  • Challenges facing firms and managers
  • Competition, cost reduction, public scrutiny and increased regulation
  • New approaches and new skills needed
  • Strategic vs. tactical asset allocation
  • Changing the asset mix for better asset-liability matching
  • Recent developments: using hedge funds, derivatives strategies and globalisation of funds
  • Dealing, settlement and custody
  • Investment operations processes
  • Performance measurement and reporting
  • Mitigating major operational risks in fund management
  • Implications for day-to-day management
  • Issues for IT, outsourcing and disaster recovery
  • Impact of EU regulation
  • Current FSA priorities including authorisation of funds, market timing, systems and controls
  • Role and structure of the Compliance team
  • Typical organisational structures, governance and management
  • Key skills and capabilities
  • Performance management and reward
  • The Approved Persons regime

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