The role of the fund manager - FMI

Asset management overview

Investment management

The role of the fund manager

The role of the research analyst

The role of the trader

Stock selection challenge – Excel

Single asset funds

Multi asset funds

Investment styles

Passive versus active management

Investment risk

Investment management – end of section quiz

Product, distribution and clients

How a fund is structured

Invesco prospectus extracts quiz

Open and closed ended funds

M&G property fund quiz

Institutional clients

Wholesale and retail channels

Product, distribution and clients – end of section quiz

Investment management services and operations

Life cycle of a trade – pre-trade

Life cycle of a trade – execution

Life cycle of a trade – post-trade

Investment management services and operations – end of section quiz

Additional resources

Singapore airlines annual report – PDF

HL multi manager balanced managed trust – PDF

Additional Resources

Fidelity fund fact sheet Oct 2019 – PDF

Tracking error – Excel

Invesco prospectus extracts – PDF

M&G property fund – PDF

Putnam emerging markets – PDF

BNP Paribas tech fund factsheet – PDF

Performance BNP Paribas disruptive tech – Excel

BCG Global asset management 2019. Will these 20s roar? – PDF

Investment association – Investment management in the UK 2018-2019 – PDF

Bloomberg guide and shortcuts – PDF

Asset management course survey

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