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| FINA0054-1 | Fund Industry
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| Duration : | 30h Th |
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| Number of credits : |
| Master in Law, Professional Focus in Business Law, 1st year | | 6 |
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| Master in Law, Professional Focus in Business Law, 2nd year | | 6 |
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| Master in Law, Professional Focus in Public and Administrative Law, 1st year | | 6 |
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| Master in Law, Professional Focus in Private Law, 1st year | | 6 |
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| Master in Law, Professional Focus in Interuniversity Mobility, 1st year | | 6 |
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| Master in Law, Professional focus in Criminal Law, 1st year | | 6 |
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| Master in Law, Professional Focus in Labour Law, 1st year | | 6 |
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| Extra courses intended for exchange students (Erasmus, ...) | | 6 |
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| Master degree in Management, professional focus in Banking and Asset Management, 2nd year | | 5 |
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| Master degree in Economics, professional focus in Economics and Finance, 2nd year | | 5 |
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| Lecturer : | Danielle Sougné |
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Language(s) of instruction :
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| English language |
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Organisation and examination :
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| Teaching in the second semester |
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Course contents :
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| Created in collaboration between HEC-ULg and the companies KBL and PWC, the KBL-PWC Chair proposes this course on fund industry. Its goal is to provide Business and Law students (as well as anyone interested in making a career in the mutual fund industry) with an overview of the mutual fund industry regarding basic principles as well as the different sorts of jobs. This course is practice-oriented and is built around Luxembourg mutual fund industry standards. Luxembourg is by far the European leader (and second in the world behind the United States) in the mutual fund industry with more than 11 000 funds managing around 1 800 billion Euros. Financial services in Luxembourg represent more than 44 000 employees contributing to almost one third of Gross Domestic Product.
The course is articulated around 11 main parts. All these parts are presented by experts in mutual funds from the academic as well professional world (KBL, EFA, Deloitte & Touche, Arendt & Medernach, la bourse de Luxembourg, Elvinger, Hoss & Prussen).
- Part 1: Introduction to mutual fund markets
- Part 2: Plurality of products
- Part 3: The different investment vehicles
- Part 4: Creation of a mutual fund and organization of its social life
- Part 5: Fund administration
- Part 6: Custodian bank and trust company
- Part 7: Organization of mutual fund surveillance
- Part 8: Pension funds
- Part 9: Basic principles of fiscal law for mutual funds in Luxembourg
- Part 10: Admission to quotation (specialization: law)
- Part 11: Principles of fund commercialization (specialization: management) |
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Learning outcomes of the course :
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| Overview of mutual fund markets
This course contributes to the following Intended Learning Outcomes :
ILO-2 : Gaining the knowledge and understanding of one of the proposed fields of concentration or to gain deep knowledge in the field of the management being already specialized thru a first University Master Degree .
ILO-5 : Integrate autonomously researched information, tools, knowledge and context to build and propose, either individually or as part of a team, original, creative and viable solutions to concrete complex management problems, whether real or simulated, taking into account, when necessary, the human, social and legal context.
ILO-6 : Ability to speak 2 foreign languages: C1 in English and B2 in one other language.
ILO-7 : Being capable of professional team work
ILO-8 : Developing leadership
ILO-9 : Developing a critical sense (arguing)
ILO-10 : Developing a transversal, global vision
ILO-11 : Creative conception of solutions
ILO-12 : Professional capacity for oral communication
ILO-13 : Professional capacity for written communication |
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Prerequisites and co-requisites/ Recommended optional programme components :
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Planned learning activities and teaching methods :
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Mode of delivery (face-to-face ; distance-learning) :
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| Lectures: presentations by academic and professional experts
Classes take place during the second semester (2h/week).
Workload repartition:
Lectures : 9*2h =18h (common program) + 1*2h (specialization)
Case studies |
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Recommended or required readings :
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| Powerpoint presentations (available on the Intranet before each class).
Scientific and professional documents . |
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Assessment methods and criteria :
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| Oral Exam |
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Work placement(s) :
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Organizational remarks :
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| Planning of lectures and case studies
On line |
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Contacts :
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| Danielle Sougné
Professor
Dept : HEC-ULg : UER / Gestion financière et consolidation
E-mail : Danielle.Sougne@ulg.ac.be |
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