Category: Hedge Funds, Investment Funds
Course Level: Introductory to Intermediate
Duration: 3 hours
Contact us for more information.
This three-hour workshop is designed for Hedge Funds moving into the UCITS III space and a regulated environment.
The workshop will compare and contrast the Investment and Borrowing powers under UCITS III (UK and/or Irish regulations, as appropriate) with the wider investment powers of Hedge Funds.
The workshop will look at the use of derivatives permitted under UCITS III and the look-through requirements as well as the valuation approaches (VaR and the commitment approach).
It will explore the requirement of the Derivatives Risk Management Committee and implementation of a Derivatives Risk Management Process.
Objectives
At the end of the workshop, delegates will have a better understanding of:
• Investment & Borrowing powers under UCITS III
• Implementation in the UK and/or Ireland
• Permitted FDI strategies under UCITS III, compared with hedge fund uses
• Risk Management Process (RMP)
• Valuation (VaR and commitment approaches)
This course would be suitable for:
- HR and training
- Investment administration and operations
- Investment professionals
- IT and software developers
- Legal & Compliance
- Risk management
- Sales and marketing
- Senior managers
