Introduction to Funds and Fund Accounting

Introduction to Funds and Fund Accounting

Mark Doran

40 years: Fund management

In this video, Mark explains the benefits of maintaining an accurate record of a fund's investment activities to guarantee that the fund continues to function as planned for its investors.

In this video, Mark explains the benefits of maintaining an accurate record of a fund's investment activities to guarantee that the fund continues to function as planned for its investors.

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Introduction to Funds and Fund Accounting

4 mins 45 secs

Overview

Investment funds reduce the risks that come with the gamble of investing by pooling funds with like-minded people and organisations. Keeping an accurate account of a fund’s investment transactions ensures the smooth running of a fund. Fund accounting allows for the recording, analysis and dissemination of the financial information of the fund. It allows for planning, strategy and allocation of resources, whilst also providing investors with an overview of the health and overall performance.

Key learning objectives:

  • Outline the purpose of funds and fund accounting

  • Understand how investment funds operate

  • Outline common investment types and how performance is measured

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Summary
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Expert
Mark Doran

Mark Doran

Mark Doran is an independent Trainer and former Trader at Bank of Montreal and HSBC. He was Non-Executive Director on the Risk Committee for an Asset Manager for over 5 years. Started delivering Financial Markets training over 20 years ago and now runs his own private investment portfolio. His area of expertise include Investments, Trading, Risk and Operations as well as owning a private investment company.

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