Risk Management for Investment Funds
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Risk Management for Investment Funds

Towards best practice: Risk Management for UCITS

courseType Technical Skills, Financial Sector

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General course details

 Introduction

The financial turmoil has shown how important it is to understand and manage risks within financial institutions. Also, regarding investment funds, the latest publications of the regulators clearly confirm the trend towards stronger Risk Management.
Rather than just trying to find the right metrics, Risk Managers and Board of Directors of Management Companies will have to thoroughly understand their exposures and monitor them adequately.
It is therefore the responsibility of each actor (investors, Board members, Risk Managers, etc.) to be able to identify risks and understand the purpose of the main risk indicators (VaR, volatility, etc.).
In this context, PwC's Academy is pleased to offer a dedicated training workshop that provides professionals with a comprehensive overview of Risk Management for Investment Funds in the context of UCITS IV.

Objectives

At the end of the training, participants will be able to:
  • Assess the impacts of UCITS IV in terms of Risk Management;
  • Explain how to define funds' risk profile;
  • Explain how to assess and measure the main types of risk (Market risk, Liquidity risk, Counterparty risk, Operational risk, etc.).

Content

  • Risk Management under UCITS IV
  • Market Risk: VaR and commitment
  • Leverage: Methods used to generate and measure leverage
  • Liquidity risk: How to manage it from both an asset and liability perspective?
  • Operational risk
  • Counterparty risk
  • The KIID and the SRRI
  • Disclosure
  • The challenge and the importance of consistency between all documents (e.g. Financial Statements, KIID, Prospectus …)

Target audience

Professionals of the financial sector:
  • Risk Managers
  • Compliance Officers
  • Management Companies/Fund Board Members
  • Conducting officers
  • Internal Auditors

Speakers

This training is coordinated by Benjamin Gauthier, Partner in PwC Luxembourg.
It will be presented by PwC subject matter experts.
 




 
Benjamin is Partner in the Consulting FS team of PwC Luxembourg where he is playing an active role in the development of Risk Management practice for the Asset Management industry.
He is expert in Risk Management for the AM industry (including traded and non traded assets) considering both the regulatory requirements (i.e. UCITS IV, AIFMD) and best practices. He participated and led numerous Risk Management assignments including Risk profiling and Risk reporting for Private Equity structures.

Language

English

Number of participants

Limited to 20 participants to ensure a good interactivity.

Duration

0.5 day
 
 


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