Trustee Bonds & Fixed Income

Investment Education Plc
En empresa

$ 150.001-300.000

Información importante

Tipología Short course
Nivel Beginner
Metodología En empresa
  • Short course
  • Beginner
  • En empresa
Descripción

Assuming no prior knowledge, this one day Briefing is designed to give an understanding as to the major Bond or Fixed Income investments, what they are, how they work, what affects their value, their risks and returns as well as importance for Pension Funds - all in clear understandable language.
Suitable for: Critical Independent Briefing for Pension Trustees

Información importante

Requisitos: No prior knowledge required.

Instalaciones

¿Dónde se da y en qué fecha?

comienzo Ubicación

Inhouse
comienzo
Ubicación
Inhouse

¿Qué aprendes en este curso?

Bonds Trading
Money Markets
Fixed Income
Credit
Income Tax
Returns
Pension Funds
Fixed income management
Income declaration
Trustee Bonds

Temario

Trustee Bonds & Fixed Income Briefing Training Course

 

This half day training course is available as an in-house tailored course.  Details of all our Pension Trustte courses are available upon request.

Background  

Bonds or Fixed Income investments are of increasing size and importance in many Pension portfolios.  Shrouded in jargon, variety and boredom they are often little understood by Trustees.   

What are they?

How do they work? 

What types are there?

What costs and flexibility is there?

Assuming no prior knowledge, this one day Briefing is designed to give an understanding as to the major Bond or Fixed Income investments, what they are, how they work, what affects their value, their risks and returns as well as importance for Pension Funds - all in clear understandable language.  
 

Content  

  • Background to the Fixed Income Markets
  • Terminology.
  • Who issues and who buys bonds
  • Main Bond types and their uses
  • What affects Bond prices?
  • How Returns are assessed
  • Meaning of Credit Ratings
  • Some Specialist Bonds outlined
  • Money markets explained
  • Bond portfolios  



 

Información adicional

Payment options: Available as a tailored in-house course.