Booking options
€140 - €260
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Institutional Portfolio Management for Financial Professionals
Dates
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- Delivered Online• to
- Delivered Online• to
Highlights
Live Online
5 CPD Units | 5 Hours
HRDA Subsidised
The EIMF Live Online Learning Experience
Participants will receive access to the recorded sessions of the course.
EIMF subject-matter experts deliver engaging and interactive courses across a broad spectrum of areas, that can be enjoyed in the comfort of your own chosen environment. Read more
Course Overview
Understanding institutional portfolio management is crucial for financial professionals. It equips them with the knowledge and skills to manage large-scale investment portfolios effectively. This awareness helps optimize asset allocation by making informed decisions about various asset classes. It enhances risk management by implementing techniques to identify, assess, and mitigate risks, ensuring portfolio stability.
Professionals can improve performance measurement by using metrics to evaluate portfolio performance and make data-driven adjustments. Staying competitive is essential, and understanding contemporary trends and innovations in institutional investing helps maintain a competitive edge. Meeting regulatory standards is vital to avoid legal and financial repercussions. Aligning portfolio strategies with specific goals and constraints of institutional clients ensures client satisfaction and trust. This knowledge empowers financial professionals to manage investments more effectively. Ultimately, it contributes to the growth and stability of their clients' financial assets.
The programme is designed to provide participants with comprehensive insights into the principles, strategies, and practices involved in managing institutional investment portfolios.
Training Objectives
By the end of the programme, participants will be able to:
Understand the fundamental concepts and frameworks of institutional portfolio management
Explore various asset classes and their roles in institutional portfolios
Analyse risk management techniques and performance measurement metrics
Examine contemporary trends and innovations in institutional investing
Training Outline
Foundations of Institutional Portfolio Management
Introduction to Institutional Portfolios
Regulatory Environment and Compliance
Asset Allocation Strategies
Fixed Income and Equity Investments
Alternative Investments
Advanced Concepts and Practices
Risk Management in Institutional Portfolios
Emerging Trends in Institutional Investing
Case Studies and Group Discussion
Practical Applications and portfolio management planning
Developing a Portfolio Management Plan
Networking and Closing Remarks
Who Should Attend
This seminar is ideal for both seasoned professionals seeking to update their expertise and emerging leaders aiming to deepen their understanding of institutional portfolio management, particularly:
Financial professionals such as portfolio managers, financial analysts, and investment advisors
Institutional investors including pension fund managers, trusts, Banks and Insurance companies.
Corporate finance executives like CFOs and treasurers, risk managers, regulators, policy makers, and academics.
Training Style
The programme is designed to deliver high-level knowledge and insights into the fundamental concepts and frameworks of institutional portfolio management. It will strive to enhance participants skills and knowledge via lectures supported by power-point presentations and practical examples.
The training style is both training-focused, involving a combination of presentation and real-live examples, but also learner-focused, where participants are encouraged to raise questions, seek clarifications and share their opinions from their different perspectives and engage in an exchange of views and personal professional experiences.
CPD Recognition
This programme may be approved for up to 6 CPD units in Financial Regulation. Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies which you hold membership.
In-house Training
For groups within the same organisation, this course may be customized to meet any specific needs and delivered in-house.
Facilitators
Kypros Neocleous
Kypros Neocleous has 15 years of experience within the financial services industry. He is an experienced Fund Manager with sound knowledge in research and analysis, with strong analytical skills and strong understanding of investment markets and experience in fund management. He has experience in various asset classes and in several strategies. Kypros has gone through various positions in the investment services sector where he served as a Trader, Investment Analyst, Portfolio and Fund Manager as well as Investment Adviser. Currently, Kypros is an Executive Director, General Manager, Board member and member of the Investment Committee of IC Realty Ltd. He is also serving as Director and Board member in other companies, including Alternative investment Funds and companies being in the EdTech and Real Estate development. Finally, Kypros has successful deliver several lectures for the past 6 years in CFA Level 1, Microsoft Excel and AIF & AIFM law. Kypros is a CFA Charterholder and certified with the Advanced Certificate from CySEC. He holds a Master’s degree in Banking and Finance from Newcastle University, UK and holds a BSc in Statistics and Insurance Science from University of Piraeus, Greece.