DYNAMIQUE CREATIVE INTELLIGENCE C SUITE EXECUTIVE AND OPERATIONAL HELP-TOOLS AND GUIDES.

Delivered under DYNAMIQUE BRAND ADVISORY CREATIVE INTELLIGENCE, products and services help professional firms excel in delivering empathic client outcomes, maintain their competitive edge through a combination of best-in-class and market best practice. The 25 include:  

1.Alternatives-Hedge Structures (see footnote for samples) and Hedge Strategies

2.Asset Owners Non-Investment Risks-Inherent in wealth management firms-seldom fully understood and measured++.

3.Asset Servicing-Corporate Events Management-Impact on share prices-Rights, Scrips, IPOs, Combos ++

4.Asset Transition Management and Re-Balancing-Benchmark Service Standards-Critical Planning-Pricing-Liquidity++.

5.Branding - Great brands start from within - Calculating Brand Value- Culture, Vision, Image++.

6.Business Development Excellence - A Four Session Masterclass ++

7.Capital Markets Foundation - Global Capital Markets, Lloyds, FX, Accounting, Central Banks, Indices, Trading++.

8.Collective Investments Unit Pricing-Pricing Methods,Managing Unit Pricing Risk,Breaches,Errors,Material Events++

9.Corporate Executive Behaviour-Responsible Corporate Citizenship,Global Stewardship Principles,Culture Oversight.

10.Credit Products - Commercial Lending for Banks and Non-Banks

11.Credit Products - Mortgage Broking and Lending

12.Derivatives in Risk Management-Futures Options,Equities,Currency Management,Cost-of-Carry,Pricing Fair Value++.

13.Environmental, Social, Governance - ESG - Polarisation, Scrutiny, Risk Adjusted Returns ++.

14.Exchange Traded Funds- Myths and Misconceptions,Factor Investing,Core Satellite,Day-to-Day Operational Risk++,

15.FAP Quality Assurance Processes/Client Relations- Policies, Procedures , Senior Management Controls++.

16.Foreign Exchange - Levels 101, 201 & 301 - Extensive programme covering all aspects of FX markets++.

17.Fund Administration - Reporting, Expenses, Outsourcing, Open and Closed Ended, Prospectus, Risk, Cash, Tax++.

18.Investment Rookie Series - Graduated levels 101, 201, 301 - from basics to self-investing.

19.Global Investor Services - 4 part programme includes key added value services++.

20.Insurance Broking - 2 part programme - Insurance Brokers' Roles++.

21.Operational Risk - Managing People, Processes, Systems++.

22.Performance Measurement and Attribution Analysis - Investment Process, MWR, TWR, Decision Impact++.

23.Securities Lending Borrowing - Credit and Operational Risks, Agreements, Establishing a SLB unit++.

24.Structured Credit Products - Cash and Synthetic, CDOs, CLOs, Waterfalls, Arbitrage and Repackaging ++.

25.Trading Desk - ALGOs, Strategies, Heuristics, TCA, Price Slippage, Smart Order Routing, Portfolio Trading, Pre-Hedging++.  

Learning experience delivered by Learning Management partner DACREED. User licences start from USD2,500 + local taxes for a 6 month licence - includes full LMS support, scoring, assessment and updates. Please contact us for CORPORATE PACKAGES. LOOK BEFORE BUYING - FIRST THREE SCREENS - DYNAMIQUE PROFESSIONAL HEDGE FUND BUSINESS STRUCTURE.