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Analysing Fund Fact Sheets and Selecting Funds for Optimal Performance

About This Course

Funds fact sheets have often been used as a basis for fund recommendations. Yet most wealth advisors have grossly under-utilise the information contain in them. Undue emphasis is often placed on the fund’s performance and not enough on the risk aspect of the funds. By understanding the wealth of information contained in the fact sheets, wealth advisors will be able to form a strategic framework to identify funds which are poised to outperform in various phases of an economic cycle, even within the same asset class.

Who Should Attend

  • Covered persons working in private banks
  • Wealth advisers
  • Financial professionals in the banking and financial services industry

Reading Fund Fact Sheets

  • Fund Description
  • Key Fund Facts
  • Fund Composition
  • Fund Statistics
    • Returns
      • Absolute Returns
      • Annualized Returns
      • Bid-to-Bid Returns
      • Offer-to-Bid Returns
      • Comparison to Benchmark
      • Weighted Returns
    • Risks
      • Standard Deviation
      • Downside Risk
      • Beta
      • R-Squared
      • Tracking Error
      • Credit Risk
      • Interest Rate Risk
    • Risk-Adjusted Returns
      • Sharpe Ratio
      • Sortino Ratio
      • Treynor Ratio
      • Jensen Alpha
      • Information Ratio

Investment Perspectives

  • Funds for Buy-and-Hold Investors
  • Funds for ILPs
  • Strategic with Tactical Adjustments

Growth Cycle Fundamentals

  • Growth Cycle Analysis
  • Where are We Now? Part 1: Economic Indicators
  • Where are We Now? Part 2: Intermarket Analysis
  • Sectoral Adjustments

Analysing and Selecting Funds

Reviewing the Fund Fact Sheets from:

  • Equity Funds
  • Bond Funds
  • Multi-Asset Funds
  • Commodity Funds

Ng Lye Heng

CFA, CAIA, FRM

Lye Heng possessed 13 years of working experience in the banking industry and is a derivative specialist. He started his banking career in the early 1990s and held roles as principal derivative trader and product structurer. He traded derivatives on stock indices and fixed incomes in global financial markets, spanning Tokyo, Hong Kong, London, New York and Chicago. He concluded his career in the financial industry by managing market risk on the global trading book of a local bank.

In 2004, Lye Heng set up Salmon Thrust, offering training and consultancy in the areas of Investment, Treasury and Wealth Management. Clients include various global banks such as Citibank where he conducted a series of comprehensive investment workshops for the 200-odd relationship managers based in Singapore. To date, he has provided learning solutions across a variety of products and wealth management topics encompassing thousands of seminar delegate-days both in Singapore as well as in China. Lye Heng has also been a CFA trainer since 1999 and CAIA trainer since 2009.

Lye Heng holds a Masters degree in Social Science (Applied Economics) from National University of Singapore, and a Bachelor of Business degree (Financial Analysis) from Nanyang Technical University. He is a CFA, CAIA, and FRM. He also graduated from the MIT-Fintech certification program and has been advising several Fintech start-ups in Singapore.

Lye Heng is the author of 3 IBF-accredited FTS online Fintech courses “Understanding Fintech”, “Technologies Behind the Bitcoin and its Blockchain”, and “Analyzing Bitcoins and Other Cryptocurrencies”.

The Financial Training Scheme (“FTS”)

The Financial Training Scheme (“FTS”) is a training incentive scheme supported by the Financial Sector Development Fund (FSDF). The scheme supports financial sector-specific training programmes that raise the competency of the financial sector.

All our programmes are approved for listing on the Financial Training Scheme (FTS) Programme Directory and are eligible for FTS claims, subject to all eligibility criteria being met. For latest development on the Enhanced Funding Support for IBF FTS, please visit the Financial Training Scheme site.

Early Bird Discount

Enjoy 10% early bird discount when you register one (1) month before the course commencement date.

Analysing Fund Fact Sheets and Selecting Funds for Optimal Performance

FTS

Newly Accredited
Course Features
  • Duration
    1 Day
  • CPD
    7 Hours
This course is offered for our on-site corporate classroom training.
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