概要

This course provides an introduction to hedge funds, their structure, and the differences between hedge funds and mutual funds. It also examines hedge fund market trends, the clients who may be interested in hedge funds and why, as well as the considerations that should be highlighted to clients.

宗旨

Upon completion of this course, participants will be able to:

• Define hedge funds and their structure
• Differentiate between hedge funds and mutual funds
• Analyse hedge fund market trends
• Identify clients who may be interested in hedge funds and why
• Discuss considerations that should be highlighted to clients

內容

• Definition of hedge funds
• Structure of hedge fund
• Hedge fund vs Mutual fund
• Hedge fund market trends
• Clients who may be interested in hedge fund and why
• Considerations to highlight to clients

對象

This course is targeted for financial advisors, investment managers, portfolio managers, and analysts who advise clients on investment options. It would also be relevant to individuals who have an interest in hedge funds and want to expand their knowledge in this area.

資產財富管理業先導計劃 - 專業培訓資助計劃

本課程已被審批為「提升資產財富管理業人才培訓先導計劃」（以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」（以下簡稱「本計劃」）。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能，使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費，上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構，有關申請要求之細則及手續，請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。