Category: Derivatives
Course Level: Intermediate
Duration: 3 hours
Contact us for more information.This 3-hour workshop course is designed to provide an in-depth explanation of structured products and how they are used in institutional client portfolios and retail funds.
It is assumed that all delegates have either attended, or understand the concepts of, the Introduction to Futures, Introduction to OTC Derivatives, Introduction to Options and Advanced Swaps workshops.
Case studies form an integral part of the course, to allow the delegates to consolidate the information and provide the basis for group discussions.
Objectives:
By the end of the workshop, delegates will have a more detailed understanding of:
- the different types of products used at M&G
- LDI
- 130/30 Funds
- guaranteed income funds
- capital protection funds
- zero coupon inflation-linked funds
Course Content:
- Liability-driven investment (LDI)
- 130/30 Funds
- Guaranteed income funds
- Capital protection funds
- Zero coupon inflation-linked funds
This course would be suitable for:
- Client services and call centres
- Finance and accounting
- HR and training
- Investment administration and operations
- Investment professionals
- Legal & Compliance
- Risk management
- Sales and marketing
This course would be suitable for these exams:
- CFA - Level 1
- CFA - Level 2
- IMC
- CISI Certificate - Financial Derivatives
- UKSIP - Introduction to Investment
