Ελληνικά 
English
Institutional Portfolio Management for Financial Professionals
- Χρηματοοικ. Ασφαλιστικά Τραπεζικά
Αγγλικά
6 ώρες
(
2 μέρες
)
ΠΕΡΙΓΡΑΦΗ
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.
ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ
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
ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ
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.
ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ
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
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.
Πληροφορίες Εκπαιδευτή
Κύπρος Νεοκλέους - Executive Director, General Manager & Board member of IC Realty Ltd
Αναλυτικό Κόστος Σεμιναρίου
- € 220.00
- € 0.00
- € 41.80
- € 220.00
- € 261.80
Κοστολογικές Πληροφορίες
HRDA-approved seminars are exempted from VAT for eligible organisations applying for the HRDA subsidy. A 19% VAT will apply to seminars and participants who do not qualify for the HRDA subsidy
ΠΡΟΓΡΑΜΜΑ ΣΕΜΙΝΑΡΙΟΥ
Παρασκευή - 13 Ιουν 2025
Ώρα
09:00 - 12:15
ΕΚΠΑΙΔΕΥΤΗΣ:
Κύπρος ΝεοκλέουςΤοποθεσία:
OnLine Virtual Classroom
Τρίτη - 17 Ιουν 2025
Ώρα
09:00 - 12:15
ΕΚΠΑΙΔΕΥΤΗΣ:
Κύπρος ΝεοκλέουςΤοποθεσία:
OnLine Virtual Classroom
Εκδήλωση Ενδιαφέροντος : Institutional Portfolio Management for Financial Professionals
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