Investment funds - Introduction and market data

Unternehmensinterne und -übergreifende Weiterbildung

An wen richtet sich die Weiterbildung?

Any person willing to enter the fund industry world. Any person from corporate support functions of funds asset service providers willing to better understand their working environment.

Erreichtes Niveau

Fortgeschritten

Dauer

1,00 Stunde(n)

Sprache(n) der Dienstleistung

EN FR

Ziele

Investment funds are one of the major industries in Luxembourg. Through this training, we propose to make a first step into the funds world by detailing some key concepts that can be developed further in other more specific training modules as listed in the "other modules" section below.

By the end of this training, the participants will be able to understand:

  • what an investment fund is;
  • what are key elements to consider in investment funds and finally how Luxembourg is positioned in the fund industry landscape.

Inhalt

  • What is an investment fund?
  • How it all started?
  • Key elements and concepts
  • Funds category by asset types
  • Fund structures
  • Market data
  • Questions and answers

Zusätzliche Informationen

This training is coordinated by Alexis Bouly, Director at PwC Luxembourg.

Alexis is a director within PwC Luxembourg and has 15 years of experience in the fund industry. He started his career in the audit of investment funds and has been involved in large scales advisory projects related to investment funds such as fund accounting, transfer agents, fund platform migrations and outsourcing implementations across the globe.

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