Erasmus IP - «Investment Funds in Europe: Regulation, Innovation and Management Issues»
Academic Year 2007/08
March 19 -31, 2008
Malta
Porziuncola Retreat House, Franciscan Friars, Porziuncola Street, Bahar ic-Caghaq NXR 08
-
Content of this Programme and Sponsors
-
IP-Partners
-
Final Programme
-
Student Participation from Partner Universities
-
Download Area for Participants
-
Presentations
-
What is an Intensive Programme (IP)?
-
News
Content of this Programme and Sponsors
The European fund industry currently manages over EUR 5 trillion of assets. In their “Green Paper on the Enhancement of the EU Framework for Investment Funds” (2005) the EU expressed the perception that Undertakings for Collective Investment in Transferable Securities (UCITS) legislation could function better. According to the EC, the fund industry does not exploit its full European potential, UCITS III have to be implemented more efficiently, and cost-efficiency generally has to be improved. Of interest is also the situation of new EU-members. They currently work with different market structures, but they are said to face big improvements in market volume over the next years.
Within a 10-day Intensive Programme with participation of students from four European universities, students will study the regulation and instruments of the European fund market. Additionally we will also focus on current problems in innovation and discuss management issues such as accounting for funds, taxation, cost structure and cost transparency, performance evaluation and performance transparency as well as risk management. This will be put into action in the form of student presentations, company visits and meetings with investment fund professionals, input-lectures, and the integration of a portfolio management game.
This Erasmus Intensive Programme was selected for a European Community co-financing. The grant of the Community will contribute about 65% of the organizational, travel and accommodation costs of the project.
Project Sponsors:
IP-Partners
Prof. Dr. Marco J. Menichetti
Chair for Business Administration, Banking and Financial Management
Institute of Financial Services
Hochschule Liechtenstein
Fürst-Franz-Josef-Strasse
FL-9490 VADUZ
T +423 265 1169
marco.menichetti
uni.li
and
Marcel Vaschauner, MBA
marcel.vaschauner
uni.li
Dr Keith Pond, BSc, FCIB, MPhil, PhD, MICM, ILTM
Senior Lecturer in Banking & Economics
The Business School
Loughborough University
LOUGHBOROUGH LE11 3TU (UK)
T +44 1 509 223290
Dr Andew Higson
The Business School
Loughborough University
LOUGHBOROUGH LE11 3TU (UK)
T +44 1 509 223290
Prof. George Nishiotis, PhD
Department of Public and Business Administration
University of Cypres
T: +357-22-892478
Prof. Dr. Oec. Elvira Zelgalve
Professor for Finance
Head of Institute of Finance
University of Latvia, Riga
T: +371-7034621
and
Inna Romanova
Prof. Joseph Falzon, PhD
Head Department of Banking and Finance
Faculty of Economics, Management and Accountancy
University of Malta
T(mobile) +356 79 461735
T: +356- 2340-2734
(Coordinating Partner 2008)
Final Programme
Timetable 2008
will be ready for download when available.
Speeches 2008
will be ready for download when available.
Student Participation from Partner Universities
Hochschule Liechtenstein:
Kevork Altanian
Katharina Ehrne
Manuel Ender
Bellina Kwachuza
Christian Schöler
Robert Schranz
Ewa Urbanczyk
Loughborough University:
Annelise Quinton
Matthew Campbell
Mulikat Adebayo
Gurpreet Gida
Danny Farrow
David Achzehn
University of Cyprus:
Kurt Agius
Bogomil Atanasov
Diandra Muscat
Rachel Kim Grima
Charlene Baldacchino
Ksenia Efimova
Nigel Galea
University of Malta:
Christiana Demetriou
Claire Metaxa
Christos Panteli
Lefteris Charalambous
Nicoletta Lambrou
Yiannis Kontoyiannis
University of Latvia in Riga:
Irina Dmitrijeva
Elina Meirena
Darja Bardo
Haralds Jakubovskis
Gunārs Kepe
Jevgenijs Godunovs
Download Area for Participants
For the Portfolio Management Game:
Handbook
For Assignment
Here is the assignment for download:
Erasmus IP Assignment 2008
Student Papers:
Hochschule Liechtenstein:
An analysis of Investment and Risk Diversification for the different Types of Investment Undertakings in Liechtenstein
Provision of Licences for management companies and investment undertakings in Liechtenstein
An analysis of the Fund Market in Liechtenstein
University of Cyprus
An analysis of Investment and Risk Diversification for the different Types of Investment Undertakings in Cyprus
Provision of Licences for management companies and investment undertakings in Cyprus
An analysis of the Fund Market in Cyprus
Loughborough University:
An analysis of Investment and Risk Diversification for the different Types of Investment Undertakings in UK
Provision of Licences for management companies and investment undertakings in UK
An analysis of the Fund Market in UK
University of Latvia, Riga
An analysis of Investment and Risk Diversification for the different Types of Investment Undertakings in Riga
Provision of Licences for management companies and investment undertakings in Riga
An analysis of the Fund Market in Riga
University of Malta
An analysis of Investment and Risk Diversification for the different Types of Investment Undertakings in Malta
Provision of Licences for management companies and investment undertakings in Malta
An analysis of the Fund Market in Malta
Presentations by Business Leaders
Will be ready for download as soon as we have received it.
What is an Intensive Programme (IP)?
An Intensive Programme (IP) is a short programme of study (10 days to 3 months) which brings together students and staff from different universities with non academic experts, in any field of study. SOCRATES/Erasmus may cover the implementation of an IP during one, two or three successive years (including travel and subsistence costs for participants). Support is given to the coordinating institution within its Institutional Contract (see Erasmus action 1)