Financial Translation: Introduction to Asset Management and Investment Funds

Formats: Webinar presentations
Topics: Getting established in the translation industry
Business and finance translation
Official documents translation

Course summary
Start time:Feb 27 15:00 GMT     Add to calendar

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Training from the series:

February 1 Blockchain and cryptocurrencies for translators. From Bitcoins to Smart contracts.

February 27 Financial Translation: Introduction to Asset Management and Investment Funds



Important: Those who purchase a seat in advance may be able to pay an "early bird" or cheaper price, while those who confirm participation later or last minute, may likely have to pay a higher fee. In some training sessions a price increase based on the number of registrants may also apply, i.e. the first 15 registered pay one price, the next 10 pay a a slightly higher price etc.

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Language:English
Duration:90 minutes
Summary:Asset management and investment funds: the highest-paying field of financial translation.
Description
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



  • 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
    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.
    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.
    Trainer
    Marcel Solé    View feedback | View all courses
    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.
    Comments about this course

    Financial Translation: Introduction to Asset Management and Investment Funds

    andreadanija
    Italy
    Local time: 03:34
    English to Italian
    + ...
    More info about ProgramJan 30

    Hi Marcel,
    I'm very interested in this course and I have few questions. I'd like to know whether this course is addressed to EN>ES translators only or it could be useful for translators with different language combinations. Are the translation examples EN>ES?
    Also, I see there are many topics you intend to discuss, therefore I was wondering how the course structure is going to be. Will it be more like a lecture with different "chapters" and examples at the end of each chapter as displayed in the course description?
    Thank you!
    Andrea


     

    Marcel Solé Identity Verified
    Spain
    Local time: 03:34
    English to Spanish
    + ...
    More info about ProgramJan 31

    Hi Andrea,

    And thanks Helen!

    That's right: it will be more like a lecture, as you say. Anyway, I will include some translation examples from English into French, Spanish, Italian and German. Anyway, they are presented as an exercise (or "homework", if you like). Translators are encouraged to translate the examples into their own target languages once they get all the training material. At the end of the webinar, I will give some tips on how to get a job in this industry and I'll be happy to answer any questions that may arise. In addition, I will provide some resources (such as glossaries, dictionaries, specialized websites, databases...) that may come in handy.

    Hope that helps!

    [Edited at 2018-01-31 18:50 GMT]

    [Edited at 2018-01-31 18:53 GMT]

    [Edited at 2018-01-31 18:57 GMT]


     

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