The Fund Management Training Program aims to help participants achieve financial goals by equipping them with skills in investment fund management, risk analysis, and strategic portfolio creation.
The training is for professional development purposes, and the certificate obtained does not replace the MYK authorization certificate in trainings where the MYK authorization certificate is mandatory.
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Introduction and Fundamentals of Fund Management
- Definition and importance of fund management
- Differences between investment funds, hedge funds, and pension funds
- The role of fund management in financial strategies
- Responsibilities of a fund manager
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Investment Funds and Portfolio Management
- Types and characteristics of investment funds (equity funds, bond funds, mixed funds, etc.)
- Portfolio creation and diversification strategies
- The relationship between risk and return
- Portfolio management tools and software
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Investment Decisions and Analysis Methods
- Fundamental analysis: Economic indicators and financial condition
- Technical analysis: Price movements and market trends
- Sensitivity analysis and risk assessment
- Valuation techniques and analysis of financial statements
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Risk Management and Fund Strategies
- Types of risks: Market risk, credit risk, liquidity risk, etc.
- Risk measurement techniques: VaR (Value at Risk), stress testing, scenario analysis
- Fund diversification and risk reduction strategies
- Hedging tools: Options, futures, and hedge strategies
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Performance Evaluation and Monitoring
- Performance metrics for investment funds: Alpha, Beta, Sharpe ratio, Treynor ratio
- Performance monitoring techniques and reporting
- Decision-making processes of fund managers
- Investor relations and fund reporting
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Strategic Approaches in Investment Fund Management
- Long-term and short-term investment strategies
- Fund management during crisis periods
- Balancing the portfolio and strategies for market fluctuations
- Investment strategies and opportunities by sectors
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Ethical Rules and Regulations
- Legal framework and regulations for investment funds
- Ethical responsibilities of fund managers
- Investor rights and transparency
- Global regulations: SEC, FCA, CFTC, and other regulatory bodies
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Technological Developments in Fund Management
- Fintech applications and digital portfolio management
- The role of artificial intelligence, data analytics, and algorithms in fund management
- Blockchain technology and security in investment funds
- Robo-advisory and digital investment platforms
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Practical Exercises and Case Studies
- Fund management through real-life scenarios and cases
- Participants developing fund strategies
- Performance analysis and improvement suggestions for investment funds
- Testing fund management strategies during crisis periods
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Post-Training Feedback and Progress
- Personalized feedback for participants
- Application of skills learned in the workplace
- Future learning opportunities and resources
- Examination and success certification
The training is open to corporate collaborations, and individual applications are not accepted. The training content can be re-planned based on the corporate participant profile and your specific needs. Following mutual discussions, the scope and method of the training (In-person, Online) will be determined, and the related processes will be completed. If an agreement is reached, the suitable dates and times for your institution's participants and our instructors, as well as the location of the training, will be determined.