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UCITS - Eligible Assets & Investment Restrictions
Featured Course
UCITS - Eligible Assets & Investment Restrictions
Duration: 75 Minutes
Course Overview
At the end of this online session participants will be able to outline the UCITS rules regarding
- Eligible assets
- Diversification requirements
- The use of financial derivative instruments
Course Content
- UCITS product
- Development
- Framework
- Ireland & Luxembourg
- Eligible assets
- Transferable securities
- Money market instruments
- Collective investment schemes
- Deposits
- Investment restrictions & diversification requirements
- Financial derivative instruments (FDI)
- Permitted FDI
- Exposure & leverage
- Risk management process
- Hedge fund examples
Who should attend?
Participants who need to understand the UCITS rules regarding investments, diversification and the risk management framework in which derivatives are used.
No previous knowledge is required.
Organisation types: trustee, fund administration, investment management, compliance, audit.
FOR FURTHER DETAILS: email (JavaScript must be enabled to view this email address)
