- Financial Reporting
- Management Accounting & Planning
- Performance Management
- Financial Management
- Taxation
- Law
- Investments & Markets
- - Introductory Courses in Financial
Markets/Investments - - Investment Operations
- - Corporate Finance & Investment Banking
- Asset & Wealth Management
- Equity Analysis & Valuation
- Bonds, Money Markets and Treasury
- Derivatives
- Regulation, Compliance and Risk
stock investment operations
Investment OperationsInvestment operations is an increasingly important and growing part of financial markets. We have considerable experience in this field, having worked very closely with Scottish Investment Operations (SIO). Both Steve and Theresa have designed and delivered innovative SIO courses to large investment operations specialists, including Citigroup, BNP Paribas, HSBC Global Fund Services, Aegon Asset Management and State Street.
We can support and train staff in the following key areas:
• Background of investment operations
• Clearance and settlement procedures
• Global custodians and their services
• Corporate actions and proxy rights
• Evaluating funds and collective investment schemes
• Investment accounting
• Measuring fund performance and benchmarking
• Regulation, compliance and risk