Our Courses
We create courses “on the go”, inspired what our participants propose and where we can identify a need. We find a teacher/presenter with deep knowledge of the subject. If there is enough interest, we repeat the course.
Investment oversight
Learn the difference between bad investments and wrong investments. Bad investments happen, but laws and regulation say that wrong investments are not supposed to happen. Investment oversight takes care of the wrong investments while the bad ones continue…
Sustainable Finance Disclosure
EU is now going all in on the “green transformation” and investors are nudged to invest money with companies that participate. Predictably, a lot of clever marketing has been aimed at making things look green. The SFDR aims at informing about true ESG investments.
Investment risk for beginners
You take a calculated risk when you cross a road despite a red traffic light. You are able to estimate the probability of the accident happening (hopefully small) as well as the impact if the accident happens (serious!). Investment risk can be dealt with in the same way, except that it may be a bit more complicated to predict the effects of an “accident”.
Digital transformation
Digital transformation is a buzzword. In the financial sector it is shorthand for how inefficient manual processes can be migrated to a workflow management system. You will look at the procedure manual with fresh eyes after attending this course.
Benchmarks
Other sectors have no problems with benchmarks for performance, since a good performance makes clients happy. In the financial sector it is not so easy. EU had to step in and clarify that the benchmarks used actually match the job done. Intrigued?
Investment processes for beginners
Do you have a position where you are supposed to deliver descriptions of the investments in investment funds? Have you never invested one single Euro in your entire life? We try to make sense of a lot of the ideas in investing and to put it in simple terms.
Onboarding
In other sectors, getting new customers does not entail that you need to know everything about them. If you work in a Luxembourg IFM, things are quite different. The authorities do not want new clients to turn into disasters for the sector and for the country, so you need to assess the probability that something will go wrong AND the impact if the accident happens.
Cash flows
In the AIF sector, understanding the cash flow of an investment forms the basis of any investment decision together with a risk assessment. But a cash flow for Peter is not a cash flow for Paul. A lot depends on how an investor would like to use the cash flow. Learn why.