Investment funds is one of the major industries in Luxembourg. Through this training, we propose to make a first step into the funds world by detailing some key concepts that can be developed further into other more specific training modules as listed in the "other modules" section below.
22 April 2024 (EN) - 9am-10am - On site
Price: 195.00 €
Duration: 1h
Language: Available in English and French
Number of participants: 20
Objectives
By the end of this training, the participants will be able to understand what is an investment fund, what are key elements to consider in investment funds and finally how Luxembourg is positioned in the fund industry landscape.
Content
- What is an investment fund?
- How it all started?
- Key elements and concepts
- Funds category by asset types
- Fund structures
- Market data
- Questions and answers
Target audience
Any person willing to enter the funds industry world. Any person from corporate support functions of funds asset service providers willing to better understand their working environment.
Our lead experts
This training is coordinated by Alexis Bouly, Director at PwC Luxembourg.
Alexis is a director within PwC Luxembourg and has 15 years of experience in the fund industry. He started his career in the audit of investment funds and has been involved in large scales advisory projects related to investment funds such as fund accounting, transfer agents, fund platform migrations and outsourcing implementations across the globe.
Other modules
To complement your foundation learning on the investment funds industry, PwC's Academy is pleased to offer the following modules:
- Investment funds - Actors, roles and responsibilities
- Investment funds - Operational aspects
- Investment funds - Regulatory framework (UCITS and AIFs)
- Investment funds - Distribution platforms
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