Risk Management - Liquidity Risk for Funds

Fuelled by regulatory pressure and financial scandals, liquidity has taken a primary role within investment funds, demanding specialized risk management expertise and methodologies.

This training covers the key concepts on liquidity risk management for investment funds, providing the methodologies and regulatory references for effective implementation of liquidity risk management tools.

• Understand funding and asset liquidity risk in the fund industry

• Evaluate the different techniques for managing liquidity risk in the fund industry

• Apply the primary methodologies for measuring liquidity risk

• Evaluate the regulatory environment and tools for managing liquidity risk in investment funds

• Introduction

• Liquidity risk for funds

  • Asset liquidity risk

  • Funding liquidity risk

• Techniques for managing asset liquidity risk

• Techniques for managing funding liquidity risk

• Stress testing

• Measuring Liquidity Risk for Funds

• Future Trends

Financial service professionals who want to acquire a comprehensive understanding of liquidity risk and its applications within investment fund risk management.

For this training course, an optional exam is available. In case of interest, candidates can choose a date from the list of proposed examination sessions. Registration for the exam must be made at least five days before the chosen exam date. The exam is subject to a registration fee.

The examination consists of true/false and multiple-choice questions. To pass the exam, a candidate must achieve a score of at least 50% of the total points on the exam.

This module is part of the Risk Management Certification for funds. To obtain their certificate, candidates must complete the curriculum in Risk Management for funds and pass the exam.   

More details here : Professional Certification in Risk Management for Investment Funds