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 examples
We are glad to invite you to participate in the session.
Marcel Solé - 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.
