UCITS Derivatives Risk

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Course Description

This training course provides a comprehensive review of the UCITS Derivative rules, including in respect of commitment exposure, global exposure, counterparty exposure and cover requirements.

Topics Covered

Session 1: UCITS Derivatives Rules – A Summary (FREE)
Session 2: UCITS – Derivatives – Eligible Underlyings (UPGRADE)
Session 3: UCITS – Derivatives on Financial Indices (UPGRADE)
Session 4: UCITS Derivatives – Diversification Rules (UPGRADE)
Session 5: UCITS and AIFMD – Overview of different Exposure Calculations (UPGRADE)
Session 6: Global Exposure Introduction – Commitment approach vs. VAR (UPGRADE)
Session 7: Introduction to Commitment Approach Calculations (UPGRADE)
Session 8: Commitment Approach – Limitations (UPGRADE)
Session 9: Counterparty Risk (FREE)
Session 10: Cover Requirements (UPGRADE)
Session 11: 20% Aggregated Exposure Rule (UPGRADE)

Who Should Take The Course

This online course is designed for managers and team members working in Fund Management, Hedge Funds, Investment Banking, and as Institutional Investors. Candidates for this course will likely work in:

Investment Management
Fund Administration
Portfolio Management
Structuring
Risk Management
Legal Consulting (Lawyers)

UPGRADE TODAY!

GAIN FULL ACCESS

Keep up-to-date with the latest regulatory developments as well as help to improve your knowledge and understanding of Global Fund Regulations.

• Online Rules Libraries • Jurisdictional Comparisons
• Online Training Courses • Decision Trees
• Regulatory Guides & Summaries
• Regulatory News & Calendar

CLICK HERE TO FIND OUT MORE

DERIVATIVES RISK

MONITORING SOFTWARE

Funds-Axis offer comprehensive out-of-the box Derivatives Risk Monitoring, including:

• Commitment Exposure – UCITS and AIFMD
• Notional Exposure – UCITS
• AUM calculated under Article 3 – AIFMD
• Gross Exposure – AIFMD
• Value-at-Risk

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Course Materials

Why Upgrade?

Not only will you gain access to the FULL UCITS Derivatives Risk fund training course but the ATLAS Funds Training online portal, that contains detailed analysis and training on a number of Global Fund Regulations.

Online Rules Libraries
Online Training Courses
Regulatory Guides & Summaries
Jurisdictional Comparisons
Decision Trees
Regulatory News & Calendar

Additional sessions included:

Session 2: UCITS – Derivatives – Eligible Underlyings (UPGRADE)
Session 3: UCITS – Derivatives on Financial Indices (UPGRADE)
Session 4: UCITS Derivatives – Diversification Rules (UPGRADE)
Session 5: UCITS and AIFMD – Overview of different Exposure Calculations (UPGRADE)
Session 6: Global Exposure Introduction – Commitment approach vs. VAR (UPGRADE)
Session 7: Introduction to Commitment Approach Calculations (UPGRADE)
Session 8: Commitment Approach - Limitations (UPGRADE)
Session 10: Cover Requirements (UPGRADE)
Session 11: 20% Aggregated Exposure Rule (UPGRADE)

UPGRADE TODAY!

GAIN FULL ACCESS

Keep up-to-date with the latest regulatory developments as well as help to improve your knowledge and understanding of Global Fund Regulations.

• Online Rules Libraries • Jurisdictional Comparisons
• Online Training Courses • Decision Trees
• Regulatory Guides & Summaries
• Regulatory News & Calendar

CLICK HERE TO FIND OUT MORE

DERIVATIVES RISK

MONITORING SOFTWARE

Funds-Axis offer comprehensive out-of-the box Derivatives Risk Monitoring, including:

• Commitment Exposure – UCITS and AIFMD
• Notional Exposure – UCITS
• AUM calculated under Article 3 – AIFMD
• Gross Exposure – AIFMD
• Value-at-Risk

CLICK HERE TO FIND OUT MORE

Course Content

Lessons

1. Session 1: UCITS Derivatives Rules – A Summary

4 minutes Incomplete

This lesson provides a brief summary of UCITS derivative rules, including: Diversification Rules, Global Exposure Rules and Counterparty Exposure Limits.

Start Lesson