1. Category
  2. Duration
  3. Global coverage
  4. Navigation
Green vertical standing travel suitcase with extended handle

Our bags are packed

Our courses are intended for a global audience, with each one being completely customisable to suit the needs of the individuals it is being delivered to.

They can be delivered in London or in your home town. You decide.

Get in touch

Hedge Funds and Sovereign Wealth Funds

  • Banking and Financial Markets, Bonds & Fixed Income Markets, Derivatives, Energy and Commodity Markets, Equity Markets, Fund Management
  • Information

    A comprehensive overview of the Hedge Fund Industry. The investment strategies and rationale, major players, tactics, counter-parties and issues for investors.


    Session 1: Introduction to the Hedge Fund industry

    • What are they exactly? Generic characteristics to look for

    • Industry origins. Why are some Funds ‘hedged’ and some not?

    • How large is the overall Hedge Fund Universe? The numbers in context

    • Asset Class performance or Manager value-added? The search for Alpha

    Case Study - How do Investors choose their Hedge Fund Managers?

    Session 2: Hedge Fund Tactics, Counter-Parties

    • Counter-parties - Fund Administrators and Prime Brokerage

    • Leverage & investing on margin.

    • Short Selling explained. Stock lending – by who?

    • Waiter! There’s a Hedge Fund on my Share Register, what do I do?

    • Contracts for Difference – obtaining exposure to movement in the Share price without having a position in the underlying, Long or Short

    Session 3: Issues for Hedge Fund Investors

    • Who is investing in them?

    • Pension Funds & now Sovereign Wealth Funds

    • Rationale for Hedge Funds in an Investors’ Portfolio

    • The non-correlated Asset Class

    • Attrition rates and Survivorship Bias, Drawdown

    • Institutionalisation of Hedge Funds, Index Providers – Benchmark problems

    Case Study – Exclusion criteria in the due diligence process

    Session 4: The Regulator’s view of and Risk Management for Hedge Funds

    • The FSA standpoint. Short Selling disclosure rules

    • Market , leverage and Credit risk, Gap and liquidity risk, Mark-to-market risk

    • Tools for the Analysis of Financial Risk – From VAR to Stress Testing

    • Do not forget Operational Risk – the story of Tradewinds

    Case Study – Information requested by Intermediaries

    Session 5: Sovereign Wealth Funds

    • What are they exactly & what do they do?

    • Where they are and how much money do they manage?

    • Transparency and Investment Strategies. Risks of financial protectionism

    • Implications for Global Financial stability in the markets

    • Relationships with Corporates and their shareholders

    Course Close

    Register interest

    As every course we run is tailored to meet the specific needs of each client, we can only provide an estimate after fully understanding your specific requirements. Please complete the form below of call +44 (0) 208 894 4977 to discuss how Taylor Associates can help you.

    * indicates a required field

    Personal details
    Company details
    Your enquiry