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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.

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Technical Analysis for Fund Managers

  • Banking and Financial Markets, Equity Markets, Fund Management, Trading and Technical Analysis
  • Duration: One day
  • Information

    This one day programme is specifically aimed at the way fund managers can use Technical Analysis techniques, not only in investment selection, but more importantly, in the timing of when to invest and when to hedge downside risk.


    Session 1: Technical VS Fundamental Analysis

    • The market leads – a study of price action

    • Dow Theory - the cornerstone of modern Technical Analysis

    • The use of information systems and live market data

    • The range of charts – line, bar, point and figure

    • Japanese Candlesticks techniques

    Session 2: Trend Analysis

    • Direction and classification

    • Reversal or continuation - pattern recognition

    • Gaps

    • Breaking the trend

    • Support and Resistance levels

    Session 3: The Technical Tools

    • Moving Averages - MACD

    • Oscillators – RSI, Momentum, Stochastic

    • The use of filters

    Session 4: Applications for Fund Management

    • The use of technical tools for entry and exit points

    • Uses with Equity, Fixed Income, Currencies and Commodities

    • Risk Management – when and when not to hedge

    • Hedge Ratios – static and dynamic

    • Matching the investment time horizon with the technical

    • Elliott waves and Fibonacci retracements

    Session 5: Analytics, Recommendation and Action

    • The Analytical Approach

    • Impartial reasoned assessment

    • The 3 A’s – Appreciation, Application and Appropriate advice

    • The importance of stop losses

    • Using Orders – not at the desk, but always in the market

    Course Close

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    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.

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