Illustrative course outlines

At OTC we believe in tailoring our courses to meet each client’s specific requirements.  The illustrative course outline below gives an indication of the type of course content that we’ve been asked to deliver. For more information call us on +44 20 7700 3330 or email

Strategy & Leadership Finance & Commerce Investment Banking

Introduction to fund management

What is covered?

An overview of the economics of fund management, the broad approaches to portfolio management and the products offered.

Who will benefit?

Those new to the concepts of fund management who are looking for an introduction to tools and techniques in the industry,  No prior knowledge is required.

Course content

  • How fund managers make money
  • Analysing the profitability over time
  • Unit trusts, investment trusts and OEICs
  • Approaches to portfolio management
  • A review of the industry’s key products and service offerings


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