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Asset management is the management of a client's investments by a financial services company. The company (usually an investment bank) will invest on behalf of its clients and give them access to a wide range of traditional and alternative products that would not be to the average investor. Here is the interesting part: all this management produces a lot of documentation (factsheets, prospectuses, reports, press realeases, website content...) that must be delivered to the clients in their own language (it is mandatory for factsheets and prospectuses). This kind of translations are ordered by high-paying and reliable clients and they tend to be large projects.
On successful completion of this webinar, the learner will acquire a basic understanding of:
Financial Translation
-Types of documents
-Financial Translation: Asset management
Asset management
-Types of documents
-What is asset management?
Fixed-Income
-What is Fixed-Income?
-Bonds
-Types of Bonds
-Risks
-Translation expamples
Equity
-What is Equity?
-Equity markets.
-Types of shares
-Capitalization
-Derivatives
-Translation expamples
Investment Funds
-Management company
-Custodian entity
-Unitholders
-NAV
-Terminology
-Types of investment funds
-Risks and Returns
-Time horizon
-Mutual funds
-Hedge Funds
-SICAVs
-Factsheet
-Prospectus
-Examples
-Translation expamples
We are glad to invite you to participate in the session
Target audience
Interpreters
Translators specializing in Accounting
Translators specializing in Finance
Translators specializing in corporate law
Investment Fund managers
Corporate lawyers
Financiers
Auditors
Accountants
CFOs
Learning objectives
The objective of this webinar is to equip the attendees with the essential knowledge in the translation of all the documentation related with asset management and investment funds.
Program
Click to expand
On successful completion of this webinar, the learner will acquire a basic understanding of:
Financial Translation
-Types of documents
-Financial Translation: Asset management
Asset management
-Types of documents
-What is asset management?
Fixed-Income
-What is Fixed-Income?
-Bonds
-Types of Bonds
-Risks
-Translation expamples
Equity
-What is Equity?
-Equity markets.
-Types of shares
-Capitalization
-Derivatives
-Translation expamples
Investment Funds
-Management company
-Custodian entity
-Unitholders
-NAV
-Terminology
-Types of investment funds
-Risks and Returns
-Time horizon
-Mutual funds
-Hedge Funds
-SICAVs
-Factsheet
-Prospectus
-Examples
-Translation expamples
Registration and payment information (click to expand)
Click to expand
To purchase your seat at this session please click on the "buy" button. Available slots are limited and will be assigned to registered and paid participants as soon as payment is reported. Early payment is advised in order to secure participation. Allow some time for payment processing if you are paying by wire transfer.
After your payment is received, your status will be changed to “registered and paid” and your spot for the session will be secured. An invoice and receipt of payment will be sent to you for your records.
How do I access the online platform?
72 hours before the webinar takes place, you will receive an invitation to join the session. Please, click the registration link or button provided in the invitation email and complete the registration form.
Virtual platform system requirements (click to expand)
Click to expand
For PC-based Users:
• Required: Windows® 8, 7, Vista, XP or 2003 Server
• Required: Internet Explorer® 7.0 or newer, Mozilla® Firefox® 3.0 or newer or Google™ Chrome™ 5.0 or newer (JavaScript™ and Java™ enabled)
• Internet Connection Required: Cable modem, DSL, or better Internet connection
• Recommended: Dual-core 2.4GHz CPU or faster with 2GB of RAM (recommended)
For Mac®-based Users:
• Safari 6, Firefox 34, Google Chrome 39 (JavaScript enabled) or the latest version of each web browser
• Mac OS X 10.8 (Mountain Lion) or newer
• Internet Connection Required: Cable modem, DSL, or better Internet connection
• Required: Intel processor (1GB of RAM or better recommended)
To Use VoIP (microphone and speakers or headset):
• Required: Fast Internet connection (384 kbps or more recommended)
• Required: speakers or headset (USB headset recommended)
• NOT required: Microphone - attendees can communicate with the trainer through incorporated chat.
Recommendations
• For the visual section of the training course, we recommend that you have a 64kbps link. This means using an ISDN line or Broadband. Wireless connection is NOT recommended.
• For the audio section of the training course, we recommend that you have a headset or speakers.
• We recommend that you log in 30 minutes in advance of the start time to prepare for the training course.
Courses will be open half an hour before the start time. Please login before the start time to ensure that everything on your system is working correctly.
Bio: Marcel Solé is a financial translator, proofreader and trainer. He holds a Higher Technician diploma in Finance, Marketing and International Trade and obtained an International Certificate in Financial English and a Certificate of Proficiency in English (University of Cambridge, Cambridge English). He also obtained a Diploma in Financial Translation from English to Spanish with honors. Marcel has worked ten years as a translator and Project Manager for translation agencies, outstanding business schools —listed among the top 25 by Financial Times and the Economist— and publishing companies. He has been training translators, interpreters and financial professionals over the last years. Marcel is also the author of the blog www.financial-translator.com
Marcel Soler es Traductor titulado en Traducción Financiera y Proficiency in English, Técnico Superior en Marketing y Finanzas y Técnico en Comercio Internacional. Marcel Solé, acreditado por la Universidad de Cambridge con el International Certificate in Financial English, está reconocido por las principales auditorías, como Ernst & Young, KPMG, y PricewaterhouseCoopers. Ha cursado Financial Markets con Robert J. Shiller de la Universidad de Yale. Durante diez años ha ejercido como traductor y coordinador en proyectos de envergadura en las áreas de las finanzas, el comercio, la comunicación y el marketing para entidades y editoriales de gran prestigio internacional. También ha trabajado para conocidas escuelas de negocio que figuran en los rankings del Financial Times y The Economist. Asimismo, Marcel Soler tiene una importante experiencia docente como profesor de inglés y de traducción financiera.
Is the session available at another time? I would like to purchase and attend but,as your session will be at 15:00 UK time It is not possible for me to attend,So my question is is there another time that your offering this session that is either in the morning or or late evening UK time?
Subject:
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The contents of this post will automatically be included in the ticket generated. Please add any additional comments or explanation (optional)
Is the session available at another time? I would like to purchase and attend but,as your session will be at 15:00 UK time It is not possible for me to attend,So my question is is there another time that your offering this session that is either in the morning or or late evening UK time?
Hello Terjumaan,
Thank you for your interest in the training. We do not plan any reruns of this session in the near future but you may register for this session and get unlimited access to the video and handouts even if you do not attend it live. A certificate of attendance will be issued for you as well. After the session you can always contact the trainer directly and ask any questions you may have.
Please do not hesitate to submit a support request if you have any doubts, http://www.proz.com/support Thanks!
My bests, Helen
Subject:
Comment:
The contents of this post will automatically be included in the ticket generated. Please add any additional comments or explanation (optional)
"Images of samples of common documents highlighting common terminology would have been very helpful. ..." Read moreThe text across the slides was very inconsistent (visually). A uniform presentation makes it easier to read/identify so the focus can be more on the content. There was a bit on inconsistency with some terms (e.g. "fixed assets" was translated one way in one of the first slides, then differently toward the end).
This qualifies more as a presentation than a course. I don't think it would be ethical to claim proficiency in the field by presenting/listing the certificate in a resume or CV, i.e., it would be misleading. Also, I don't think the title is appropriate for listing in a resume or CV."
