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Topic Name
Fund structure and participants
Text
Learning Outcome
5
Understand trustees and investor protection.
4
Trace the investment-to-redemption process.
3
Differentiate regulatory and operational roles.
2
Understand AMC structure and functions.
1
Identify key mutual fund participants and roles.
Topic Name-Recall(Slide3)
Hook/Story/Analogy(Slide 4)
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Transition from Analogy to Technical Concept(Slide 5)
Core Concepts (Slide 6)
Core Concepts (Slide 7)
Core Concepts (.....Slide N-3)
Summary
5
Build strong branding
4
Use different marketing channels
3
Target the right audience
2
Create and communicate value
1
Understand customer needs
Quiz
Which platform is mainly used for professional networking and B2B marketing ?
A. Facebook
B. Instagram
C. LinkedIn
D. Snapchat
Quiz-Answer
Which platform is mainly used for professional networking and B2B marketing ?
A. Facebook
B. Instagram
C. LinkedIn
D. Snapchat
Fixed Income Portfolio Strategy - Fund structure and participants
By Content ITV
