Financial Translation: Introduction to Asset Management and Investment Funds
Course summary
Description Asset management is the management of a client's investments by a financial services company. The company (usually an investment bank) will invest on behalf of its clients and give them access to a wide range of traditional and alternative products that would not be to the average investor. Here is the interesting part: all this management produces a lot of documentation (factsheets, prospectuses, reports, press realeases, website content...) that must be delivered to the clients in their own language (it is mandatory for factsheets and prospectuses). This kind of translations are ordered by high-paying and reliable clients and they tend to be large projects. On successful completion of this webinar, the learner will acquire a basic understanding of: -Types of documents -Financial Translation: Asset management -Types of documents -What is asset management? -What is Fixed-Income? -Bonds -Types of Bonds -Risks -Translation expamples -What is Equity? -Equity markets. -Types of shares -Capitalization -Derivatives -Translation expamples -Management company -Custodian entity -Unitholders -NAV -Terminology -Types of investment funds -Risks and Returns -Time horizon -Mutual funds -Hedge Funds -SICAVs -Factsheet -Prospectus -Examples -Translation expamples Target audience Interpreters Translators specializing in Accounting Translators specializing in Finance Translators specializing in corporate law Investment Fund managers Corporate lawyers Financiers Auditors Accountants CFOs Learning objectives The objective of this webinar is to equip the attendees with the essential knowledge in the translation of all the documentation related with asset management and investment funds. Program Click to expand On successful completion of this webinar, the learner will acquire a basic understanding of: Financial Translation -Types of documents -Financial Translation: Asset management Asset management -Types of documents -What is asset management? Fixed-Income -What is Fixed-Income? -Bonds -Types of Bonds -Risks -Translation expamples Equity -What is Equity? -Equity markets. -Types of shares -Capitalization -Derivatives -Translation expamples Investment Funds -Management company -Custodian entity -Unitholders -NAV -Terminology -Types of investment funds -Risks and Returns -Time horizon -Mutual funds -Hedge Funds -SICAVs -Factsheet -Prospectus -Examples -Translation expamples Registration and payment information (click to expand) Click to expand To purchase your seat at this session please click on the "buy" button. Available slots are limited and will be assigned to registered and paid participants as soon as payment is reported. Early payment is advised in order to secure participation. Allow some time for payment processing if you are paying by wire transfer. After your payment is received, your status will be changed to “registered and paid” and your spot for the session will be secured. An invoice and receipt of payment will be sent to you for your records. How do I access the online platform? 72 hours before the webinar takes place, you will receive an invitation to join the session. Please, click the registration link or button provided in the invitation email and complete the registration form. Virtual platform system requirements (click to expand) Click to expand For PC-based Users: • Required: Windows® 8, 7, Vista, XP or 2003 Server • Required: Internet Explorer® 7.0 or newer, Mozilla® Firefox® 3.0 or newer or Google™ Chrome™ 5.0 or newer (JavaScript™ and Java™ enabled) • Internet Connection Required: Cable modem, DSL, or better Internet connection • Recommended: Dual-core 2.4GHz CPU or faster with 2GB of RAM (recommended) For Mac®-based Users: • Safari 6, Firefox 34, Google Chrome 39 (JavaScript enabled) or the latest version of each web browser • Mac OS X 10.8 (Mountain Lion) or newer • Internet Connection Required: Cable modem, DSL, or better Internet connection • Required: Intel processor (1GB of RAM or better recommended) To Use VoIP (microphone and speakers or headset): • Required: Fast Internet connection (384 kbps or more recommended) • Required: speakers or headset (USB headset recommended) • NOT required: Microphone - attendees can communicate with the trainer through incorporated chat. Recommendations • For the visual section of the training course, we recommend that you have a 64kbps link. This means using an ISDN line or Broadband. Wireless connection is NOT recommended. • For the audio section of the training course, we recommend that you have a headset or speakers. • We recommend that you log in 30 minutes in advance of the start time to prepare for the training course. Courses will be open half an hour before the start time. Please login before the start time to ensure that everything on your system is working correctly. Created by Marcel Solé View feedback | View all courses
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