Learn how to understand investments
The fund industry employs many who have never actually been running a fund. Oak Valley offers a way to understand the core of the entire industry – how portfolio managers work when they invest. We also show you how it works together with rules and regulations.
Investing
Fund managers and fund administrators need more knowledge of investments
Experienced investment professionals rarely work for fund managers and administrators. With strong focus on oversight and little focus on using the language of the sector, here is the chance to upgrade your knowledge of investments.
Investment oversight for UCITS
Understanding an investment process
Investing is neither divine inspiration nor magic, it is more a craft and often a teamwork with its own rules and traditions.
ESG and other limitations
While most of the world agrees that investments should further purposes other than pure profit, it is in fact another set of limits put on the portfolio manager.
Procedure Design
The purpose of a procedure is not to create another report. It is to make sure that your business runs smoothly. In particular the integration of procedures is critical.
Investment Oversight for AIFs
A compact overview of the AIF universe with an introduction to liquidity and risk management in various types of investments.
Describing an investment process
Most investment processes have their own internal logic, dressed up in fancy words. Describing a process has its own logic.
On the use of benchmarks
Benchmarks were always more about earnings for the portfolio manager than performance to the investor. EU regulation changed that by requiring that benchmarks should match investments.
Onboarding
Investment Fund Managers (ManCos) have a responsibility to examine new clients thoroughly before taking them on.
On-line or in-person
Given the CoVid-19 pandemic, we offer our courses in only small groups. Either online for a max of 4 participants or in-person for a maximum of 3 persons. This will change as conditions change.
The basics
The world of investment is a universe of its own with an intense use of language and concepts almost impenetrable to the outsider. Learn how to understand this particular universe.
Making the knowledge useful
With intensifying regulation, the oversight of investments gets more detailed and covers more areas. Learn how to monitor investments in the main types of investment funds.