Fund Selection and Analysis for Professionals - Workshop

This optional one-day workshop will include: Hands on approach to creating and calculating some key performance measurement criteria; evaluating funds with case studies; applying all the knowledge of the prior two days to evaluate which funds would be suitable for various types of clients.

This is an optional workshop that is subject to adequate enrollment. NYIF reserves the right to cancel this workshop.

27-Jun-2012 -- 27-Jun-2012StamfordUSD$1575
NY Institute of Finance - Stamford, CT9:00am - 4:30pm Instructional Method:
Group-Live
Instructor(s): [ V.John Palicka, CFA; ] Wed Level: Intermediate

CPE CREDITS
7.0
Investors interested in selecting and evaluating funds, including specialists in portfolio management, marketing, regulatory, auditing, plan sponsor and fund of funds. This course is open to students who have taken the regular fund course.
No advance preparation required.
Students will be able to:
  • Calculate performance measurement with exercises
  • Examine the types of questions a gatekeeper would ask before placing client assets in a fund
  • Emphasis will be placed on reading between the lines
  • Looking beneath reported and expected performance results
  • Examining potential tricks to dress up performance
  • Students can bring up issues that they may experience on the job
  • Examine the trade-offs between various performance measures
  • There will be role-play in the types of questions a gatekeeper/consultant would ask before placing client assets in a fund
Financial calculator required. Texas Instruments BA II plus. Excel calculations will be demonstrated in class but not taught.
  • Portfolio Management Program
    • Disclaimer:
    While NYIF endeavors to provide programs that are current and up-to-date, these programs, and the associated courseware, are provided on an "as is" basis. To the maximum extent permitted by law, NYIF disclaims all warranties of any kind, either express or implied, including, without limitation, implied warranties of merchantability, or fitness for a particular purpose, or of a particular result. NYIF does not warrant that any program or its courseware will meet any particular requirements or needs, or that the content of or courseware for any program will be error-free. Neither NYIF nor its licensors shall have any liability with respect to any loss or damage caused or alleged to have been caused directly or indirectly by reliance on the content or any courseware. For any program provided by NYIF, including, but not limited to, loss of consulting or anticipatory profits, or consequential damages.
    • History, objectives and key concepts of mutual funds
    • Key concepts
    • Why mutual funds and alternative assets
    • Assembling a mutual fund portfolio
    • Investment choices
    • The funds themselves
    • Statistical concepts
    • Performance measurement
    • Asset allocation

    Clients who register for this course will receive a complimentary 4-month subscription to FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. The move to the electronic version follows an ongoing review of our environmental responsibilities as a global business and as part of the Pearson group. FT.com also has features that are not available in hard copy, such as: Special Reports, Alphaville, editor blogs, education sections and much more! Subscriptions will start within 6-8 weeks of the start of class and are limited to one subscription per client. (Please note: as of May 1, 2011, the electronic subscription replaces the hard-copy 3-month Financial Times subscription.)

    Lunch is included for all students taking day classes.