ROUTES: IVASS - CONSOB UPDATE
Ivass Thematic Area: CONTRACTUAL AND PRODUCTS
Consob Thematic Macro-area: CHARACTERISTICS OF FINANCIAL INSTRUMENTS
ESMA criteria point V.III: Letter K.

OBJECTIVES

Assogestioni, present on the Italian financial market for many years, acts as a reference benchmark for the asset management sector.

Morning Stars, which has recently entered the Italian financial market, allows a comparison and evaluation between mutual funds.

Two different roles but both useful for investors and supportive for financial advisors.

The course describes the classification of Assogestioni and offers support for the use of the Morning Stars cards and the understanding of the ranking.

DURATION

1 30 hours and minutes

CONTENTS

MODULE 1 - Assogestioni: introduction

• The history of Assogestioni
• The aims and activities of Assogestioni
• The criteria for joining Assogestioni
• The membership fee
• Loss of membership status
• Obligations of the associates

MODULE 2 - Assogestioni: the details

• The bodies of Assogestioni
• The Corporate Governance committee
• Corporate Governance: Italian stewardship principles

MODULE 3 - Assogestioni classification

• The classification of Assogestioni
• The macro classification of Assogestioni
Money market funds
• Bond funds and balanced funds
• Equity funds

MODULE 4 - Morningstar Ratings

• Morningstar numbers: how it comes from a simple intuition
• The key elements
• Introduction to the Morningstar rating
• The Morningstar rating as a quantitative measuring instrument
• The Morningstar analyst rating and the Morning rating comparison

MODULE - 5 The analyzes

• Fund analysis: how to use risk indicators 1/2
• Fund analysis: how to use risk indicators 2/2
• The yield
• How to use risk-adjusted performance indicators
• How to use the indicators of modern portfolio theory
• How to read the «wallet»
Sustainability
• A comparison between the selection tools
Conclusions

 

TECHNICAL REQUIREMENTS:

 

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Minimum video resolution

The courses are optimized for a 1024 × 768 display on PCs and tablets of at least 7 inches.

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DATA TRACKING METHOD: SCORM 1.2

CERTIFICATION / CERTIFICATE

Final reports and certificate of use compliant with the provisions of the IVASS Regulation.

DEVELOPMENT TECHNOLOGY:

HTML5

PRODUCED BY:

PIAZZA COPERNICO

Content edited by: LYVE

COURSE CODE:

0006_18_12