Fund Industry

Financial Services

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Fund Industry

Introduction

A Fund is a corporate structure that offers investors the opportunity to pool their money with other investors in an investment that is managed by professional investment managers. Funds invest in stocks, bonds, or other securities according to each fund’s objective. Funds are investment targets widely used by HNWIs and corporates as part of their asset protection and wealth management strategies.

Investors turn to Funds because of four distinct advantages they offer:

  • Professional management with expertise & resources to trade & Monitor investments;
  • Diversification of investments and mitigation of risks exposure;
  • Affordability of investments; and
  • Liquidity and disposal of investments.

Course goals:

The learning outcomes of the course will allow participants to:

  • Understand the operationality of funds;
  • Understand the main advantages of using funds;
  • Understand the type of funds
  • Understand the target investments of funds; and
  • Devise marketing strategies to include the offering fund investments to clients.

Duration of course:

Expected to be delivered and completed within 13 minutes.

COURSE OUTLINE

  • Section 1: What is a Fund?
  • Section 2: Functionaries of a Fund
  • Section 3: Type of Funds
  • Section 4: Legal Forms
  • Section 5: Illustration of a Fund Structure
  • Section 6: Collective Investment Scheme and Closed-End Funds
  • Section 7: Net Assets Value

Course tutor

Afsar Ebrahim

Corporate Restructuring and Mergers & Acquisitions Specialist

About our tutor

Afsar has over 25 years of experience in Corporate Restructuring, Litigation Support, Mergers & Acquisitions, Strategy, and Financial Consulting, and Fund Raising to clients across a wide spectrum of industries internationally. Afsar previously served as Deputy Group Managing Partner of the largest professional services firm in Sub Saharan Africa - BDO in Mauritius.