EDM Subject Area Workshops

  • Intensive, hands-on workshops that deal with real-world issues that need to be addressed in order to deliver integrated enterprise data architectures.

EDM Subject Area Workshops will…

  • Support the development of subject matter expertise for the activities in your chosen area.

Course Overview

Areas covered include: 

  • Securities, cash, derivatives
  • Funds, mandates and vehicles
  • Organisations: Issuers, counter-parties and clients
  • Fund accounting, transfer agency and GL
  • Client communication and reporting
  • Fund fees and billing
  • Benchmarks and rebalancing
  • Trading systems
  • Performance, attribution and risk
  • Legal, compliance and regulation
  • Investment mathematics

 

For info and to book

Tanya.Hubbard@edmworks.com +44(0)203 3973461