Investmentcontrolling
Seminar
Your next career step
We equip you with cutting-edge knowledge and help you expand your expertise in new fields.
Next start date
11 February 2027
Duration
2 Days
Language
German
Format
Online, On Campus
Type of education
Seminar
Price
€1,690.00
We equip you with cutting-edge knowledge and help you expand your expertise in new fields.
CONTENTS
- Grundlagen des Investmentcontrollings
- Gesetzliche Richtlinien (Wertpapier-Sondervermögen)
- Gesetzliche Richtlinien (andere Fondsarten)
- Vertragliche und interne Richtlinien/Praxis der Überwachung
- Fondscontrolling
- Performancemessung
- Zweidimensionale Performancemaße
- Kapitalgewichtete versus zeitgewichtete Performance
- Attributionsanalyse
- Performance Presentation Standards
- Investmentprozess-Analyse, Ganzheitlichkeit, Kosten des Investmentprozesses
- Konkurrenz-Analyse:
- SWOT-Analyse (Stärken, Schwächen, Chancen, Risiken)
- Dienstleistungsdifferenzial
- Produktpositionierung
REGISTRATION
REGISTRATION
11 February 2027 - 12 February 2027
2 Days
Online
€1,690.00
DETAILS
In-House Training
Our entire range of services can also be tailored to your company's specific needs. We would be happy to advise you and provide you with a customized quote upon request.
10% discount for the second and each additional participant per company and seminar date.
Target group
Mitarbeiter von Fondsgesellschaften.
LEARNING GOALS
Sie lernen die Besonderheiten des Controllings im Fondsgeschäft darzustellen. Schwerpunkte des Seminars bilden die Performance-Messung und die "Performance Presentation Standards".
METHODOLOGY
Interaktiver Fachvortrag, Diskussion, praktische Übungen
WE ARE HERE FOR YOU
Together, we'll find the right path for your professional development.
+49 69 154008-9302
seminare@fs.de
