Risk Management Under Ucits Iii Iv
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Risk Management Under Ucits Iii Iv
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Author : Christian Szylar
language : en
Publisher: John Wiley & Sons
Release Date : 2013-03-01
Risk Management Under Ucits Iii Iv written by Christian Szylar and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-03-01 with Business & Economics categories.
Risk Management under UCITS III/IV shows how asset managers, fund administrators, management companies and risk departments can satisfy the various financial regulators, which govern European markets, that they have adequate risk monitoring procedures in place for the funds they manage or administer. The book explains all the requirements for risk management under the new UCITS III/IV regime, as well as the universe of financial instruments which can be used by portfolio managers, and identifies their associated risks and possible mitigation strategies. It is therefore required reading for anyone trying to fully understand and comply with UCITS III/IV requirements.
A Practical Guide To Ucits Funds And Their Risk Management
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Author : Charles Muller
language : en
Publisher: Primento
Release Date : 2013-07-25
A Practical Guide To Ucits Funds And Their Risk Management written by Charles Muller and has been published by Primento this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-07-25 with Business & Economics categories.
A must-have book about investments ! UCITS funds today represent a major share of European funds. The European directives started with UCITS I in the mids 1980s, and have been amended up to UCITS IV in 2009, to be followed soon by a UCITS V package. In its first part, this book is summarizing the evolution and features of these successive sets of European regulations. Among others, it covers the UCITS eligible assets, the key parties involved in UCITS funds operations, their reporting and information requirements, taxation and many other useful related subjects, to give a short but useful understanding of the UCITS world.Beside the UCITS IV directive is entering into the risk management fiel, wich is materialized by the issue of a key document entitled Risk Measurement and the Calculation of Global Exposure and Counterparty Risk for UCITS (the famous ref. 10-788 Guidelines of the Committee of the European Securities Regulators "CESR"). The Guidelines require some technical skills: the second part pf this book reproduces the CESR's Guidelines, punctuated with comments and prerequisites of quantitative finance, to help for a better understanding of the content and significance of this UCITS IV objective. This book will give you the best keys to invest, avoiding many financial risks.
Risk Management Under Ucits Iii
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Author : Christian Szylar
language : en
Publisher: Iste Publishing Company
Release Date : 2007-10
Risk Management Under Ucits Iii written by Christian Szylar and has been published by Iste Publishing Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 2007-10 with categories.
The purpose of this book is to show how asset managers, fund administrators, management companies and risk departments can satisfy the financial regulators in Europe that they have adequate risk monitoring procedures in place for the funds they manage or administer. The book will explain all the requirements for risk management under the new UCITS III regime as well as the universe of financial instruments which can be used by portfolio managers and their associated risks. As such, it will be essential reading for those endeavouring to understand and comply with UCITS III requirements.
Risk Management Under Ucits Iv
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Author : Christian Szylar
language : en
Publisher: Wiley-ISTE
Release Date : 2016-07-12
Risk Management Under Ucits Iv written by Christian Szylar and has been published by Wiley-ISTE this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-07-12 with Business & Economics categories.
This Handbook on UCITS provides a one-stop source for investors whether being institutional or retail, professionals in the fund or banking industry, service providers, students, researchers, and practitioners to learn the necessary knowledge and analytical skills they need when setting, managing and monitoring a UCITS fund. It systematically introduces recent developments in different areas of UCITS through a multi-disciplinary approach.
Ucits Handbook
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Author : Christian Szylar
language : en
Publisher: Wiley-ISTE
Release Date : 2012-07-31
Ucits Handbook written by Christian Szylar and has been published by Wiley-ISTE this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-07-31 with Business & Economics categories.
The goal of this Handbook on UCITS is to provide a one-stop source for investors and asset managers, service providers, students, researchers, and practitioners to learn the necessary knowledge and analytical skills they need when setting up, managing and monitoring a UCITS fund. This handbook intends to introduce systematically recent developments in different areas of UCITS through a multi-disciplinary approach. The coverage is broad and thorough with a balance of theory and applications. Each chapter covering a special aspect of UCITS is edited by leading experts and practitioners in the area and covers state-of-the-art methods and theory of the selected topic. The purpose of this UCITS handbook is to provide, in a clear format, a summary of the main aspects of each discipline that UCITS involves. Contents 1. Setting up a UCITS Fund, Jerome Wigny and Celine Wilmet. 2. UCITS Management Companies, Jerome Wigny and Celine Wilmet. 3. Risk Management in the Context of UCITS IV, Thierry López and Benjamin Gauthier. 4. Counterparty, Issuer and Concentration Risk Management for UCITS funds, Romain Berry. 5. UCITS – The Investment Limits, Andrew P. White. 6. UCITS Distribution, Mark Evans. 7. The UCITS Management Company and Delegation, Killian Buckley and Ciara O’Sullivan. 8. UCITS Taxation, Andre Pesch. 9. Alternative UCITS, Christian Szylar.
Risk Management For Investment Funds A Practical Guide For European Funds In International Markets
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Author : Luc Neuberg
language : en
Publisher: McGraw Hill Professional
Release Date : 2023-02-14
Risk Management For Investment Funds A Practical Guide For European Funds In International Markets written by Luc Neuberg and has been published by McGraw Hill Professional this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-02-14 with Business & Economics categories.
The first comprehensive risk management guide to European investment funds The European investment fund market is one of the biggest financial markets in the world—with a total value of approximately 22 trillion EUR. To help investors understand how risk is managed in this vast market, Risk Management for Investment Funds provides a comprehensive yet practical guide, written by four financial experts from diverse and complementary backgrounds: former heads of risk management, university teachers, professional trainers and an expert with a supervisory financial authority. Risk Management for Investment Funds offers valuable insights into managing risk for UCITS funds and alternative investment funds, while covering the following aspects: The framework of European investment funds Regulatory requirements related to risk management that apply to funds and fund managers Traditional market, liquidity, credit, counterparty and operational risks faced by funds, their managers and investors Emerging risks related to climate change and technology Analytical methods and innovative techniques developed by successful risk managers to assess and manage risks, as well as the theories underlying them Packed with a wealth of information that cannot be found in other books on risk management, this authoritative guide to managing the risks of European funds is the most comprehensive publication on this important topic.
Newcits
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Author : Filippo Stefanini
language : en
Publisher: John Wiley & Sons
Release Date : 2011-02-14
Newcits written by Filippo Stefanini and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-02-14 with Business & Economics categories.
Due to their strong regulatory frameworks, UCITS compliant hedge funds have seen a boom in recent years and are considered by many as the only way out for the hedge fund industry after the crisis. Newcits: Investing in UCITS Compliant Hedge Funds is a one-stop resource for investors who want to get the best out of their UCITS investments. There is a large and increasing range of UCITS compliant funds out there, but despite their tighter regulation and frameworks, investors still need to understand the risks they are undertaking, the structures of the funds and their differences and similarities to mutual funds and hedge funds. The book begins with an assessment of the financial crisis from the perspective of hedge funds and funds of hedge funds. Then it introduces the UCITS framework and shows how these strategies present a valuable and attractive alternative to offshore hedge funds and funds of hedge funds. The regulatory framework is described in depth, as are the different business models used by asset managers. Finally it looks at current hedge fund strategies such as long/short equity or global macro, and at how these can be integrated into the framework. The book also describes in detail the Newcits industry, discussing the performances, the fee structure, the liquidity and the key theme of "replicability", studying the tracking error volatility of the Newcits funds in comparison with their offshore versions. A discussion of the effectiveness of the regulation and its potential developments concludes the book.
Risk Management
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Author : Céline Bérard
language : en
Publisher: John Wiley & Sons
Release Date : 2018-01-04
Risk Management written by Céline Bérard and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-01-04 with Business & Economics categories.
Risk management practices are growing both in number and complexity in businesses, notably driven by new regulatory standards that feature risk management at their core. Although large businesses are more likely to adopt a formal, holistic approach to risk management, the stakes are just as high for SMEs. Risk management in SMEs can contribute to a certain organizational, entrepreneurial and partnership dynamic which constitutes a real opportunity to evolve practices and improve performance. This book offers varied responses to this question by combining conceptual approaches, empirical illustrations and the associated managerial implications.
Research Handbook On The Regulation Of Mutual Funds
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Author : William A. Birdthistle
language : en
Publisher: Edward Elgar Publishing
Release Date : 2018-10-26
Research Handbook On The Regulation Of Mutual Funds written by William A. Birdthistle and has been published by Edward Elgar Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-10-26 with Business & Economics categories.
With fifty trillion in worldwide assets, the growth of mutual funds is a truly global phenomenon and deserves a broad international analysis. Local political economies and legal regimes create different regulatory preferences for the oversight of these funds, and academics, public officials, and legal practitioners wishing to understand the global investing environment will require a keen awareness of these international differences. The contributors, leading scholars in the field of investment law from around the world, provide a current legal analysis of funds from a variety of perspectives and using an array of methodologies that consider the large fundamental questions governing the role and regulation of investment funds. This volume also explores the identity and behavior of investors as well as issues surrounding less orthodox funds, such as money market funds, ETFs, and private funds.This Handbook will provide legal and financial scholars, academics, lawyers and regulators with a vital tool for working with mutual funds.
Investor Protection
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Author : Hanneke Wegman
language : en
Publisher: Kluwer Law International B.V.
Release Date : 2015-11-24
Investor Protection written by Hanneke Wegman and has been published by Kluwer Law International B.V. this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-11-24 with Law categories.
The expansion of the fund industry has been one of the most notable trends in the financial markets of recent years. Not only has the demand for funds among EU investors grown, but both the number and types of investment funds also continue to increase. Since investment funds available in the EU can be established both inside and outside the EU, they may be subject to different investor protection regulations, depending on where the fund is located. Accordingly, different levels of investor protection may exist between investors investing in EU funds and investors investing in non-EU funds, including US funds. This book investigates whether there is a level playing field between EU investors investing in EU funds and EU investors investing in US funds and if not, if there is a legal basis in current EU law for the EU regulator to adopt additional investor protection rules applying to investment funds. The analysis considers the basic characteristics of investment funds, how they function in practice, and how they are regulated relating to investor protection issues. Factors examined in depth include the following: – features of funds most relevant to the protection of retail investors; – operational structure, investment strategies, fee structure, and legal structure of funds; – internal control systems; – transparency and disclosure rules; – conduct of business rules; and – depositary monitoring rules. The author examines relevant EU directives and rules and the particular remit of each, as well as US law applying to investment funds that are active in the EU. Case law and relevant literature in the field is also drawn on. As an assessment of the current degree of protection applying to funds that are available to EU retail investors – as well as an up-to-date overview of regulatory requirements and procedures concerning the protection of EU investors in investment funds – this book is unsurpassed. Especially valuable is the closing discussion about whether the EU regulatory system provides for a level playing field of protection for EU retail investors, and if not which additional rules can be adopted by the EU regulator in this area. Lawyers and other professionals in all areas of law and policy concerned with investment and finance will find this book of great value.
