This 7-hour course aims to equip private bankers with relevant knowledge on mutual funds/unit trusts investing to provide better advice and recommendations on mutual funds/unit trusts that are suitable and in alignment with clients’ investment objectives and requirements.

• Relationship managers and client advisors in private banks
• Covered persons under Private Banking Code of Conduct

• Understand the development and changes of mutual funds/unit trusts offering in the recent years.
• Understand common client concerns, objections and misbeliefs on mutual funds/unit trusts.
• Learn the relevance, application and usage of mutual funds/unit trusts for clients.

Part 1: Introduction

• A quick recap on Mutual Funds/Unit Trusts

Part 2: Evolution of the Mutual Funds/Unit Trusts World

• Short-Term then is the Long-Term now
• Rise of the ETFs
• From Core to Thematic
• Income everything
• Invasion of Alternative Funds
• Mergers and Boutique entrants

Part 3: Investor Pitfalls

• Cheaper is better?
• The more the merrier?
• Buy low sell high?

Part 4: Mutual Funds/Unit Trusts Application Today

• Selecting Mutual Funds/Unit Trusts and what to look out for
  • Net total performance is key
  • Fees and Revenue
  • Everything else that matters
• Portfolio construction
  • Role of Mutual Funds/Unit Trusts
  • Blending Mutual Funds/Unit Trusts and ETFs
  • Blending Mutual Funds/Unit Trusts and Alternative Funds
• Objective-focused investing
  • Access to markets
  • Thematics and Tactical play
  • Income generation and leveraging
• Exclusivity for distributors
• Customisation for large investors

Part 5: Conclusion