Asset Management Operations & Oversight
Build a practical understanding of how asset management firms operate, from portfolio construction and fund administration to performance measurement and investment decision-making. Explore the processes, responsibilities and considerations that support effective investment management and oversight.
Understand asset management operations
Explore portfolio and fund processes
Build effective investment oversight
At a glance
Pathways
6
CPD Credits
7.5
Learning Hours
5
Expert Presenters
6
English
subtitles English
Levels
Foundational & Competent
Education conditions
100% Online
Certificate type
Shareable Certificate
About this Program
Asset management brings together investment decision-making, portfolio management and operational oversight. This course explores how asset managers operate, from portfolio construction and fund administration to performance measurement, manager behaviour and ESG integration. Through expert-led learning, you’ll develop the knowledge needed to understand the processes that support effective investment management and oversight.
What you will learn
Explain the roles and responsibilities within an asset management operating model
Understand the key principles of portfolio construction, monitoring and risk management
Describe how investment funds are structured, administered, valued and accounted for
Interpret the principles of portfolio performance measurement and attribution
Understand how portfolio manager skill, behaviour and bias can influence investment outcomes
Assess how environmental, social and governance factors can inform portfolio decision-making
Understand how investment, operations and oversight functions work together across the asset management lifecycle
Who is this for?
This course is designed for professionals seeking a practical understanding of asset management operations, including those working in investment, operations, fund administration, risk, compliance or oversight roles.