Financial Times Guide to Investing in Funds: How to Select Investments, Assess Managers and Protect Your Wealth

Product Author Bios

Jérôme de Lavenère Lussan is the founder and managing director of Laven Partners – and investment management consultant whose specialism is operational due diligence on investment companies. Laven Partners has recently won the ‘Best Regulatory Advisory Firm 2009’, awarded by Hedge Fund Manager magazine.

Jérôme trained as a lawyer and worked at Jones Day before running a hedge fund: this has given him the detailed understanding of how an investment management business works.

Jérôme has taught on courses for Financial Times Knowledge and Euromoney. He also participates in in-house training for FT journalists, known as ‘FT Business Masterclass’.

He’s frequently interviewed for market comments and recently appeared on Bloomberg TV.

Learn how to evaluate any investment fund before deciding where to place your money so you can ensure you generate more wealth and protect your cash.

This valuable guide will help you make the right investment decisions by:

- Explaining the procedures that should be followed before investing money anywhere.

- Helping you cut through marketing language to get a real sense of how risky a company’s strategy may be.

- Showing you what questions to ask of investment fund managers so you’re more comfortable investing in a company.

- Showing you how to recognise the warning signs of risky investments.

This book will also help you identify companies who consistently deliver high returns, thereby allowing you to generate more wealth by investing in successful, and stable, funds.

Table of Contents

1. Introduction

2. The Manager

3. The Fund

4. The Prospectus

5. Governance

6. Service Providers

7. Front and Back Office Operations

8. Investment Process and Products

9. Risk Management

10. Compliance

11. Background Checks

12. Conclusion