Investment funds - Introduction and market data

Investment funds is one of the major industry in Luxembourg. With this training we propose to make a first step into the funds world by detailing some key concepts that can be developed further into 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 is an investment fund, what are key elements to consider in investment funds and finally how Luxembourg is positioned in the fund industry landscape.

• 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

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.