ΠΕΡΙΓΡΑΦΗ

This course provides a comprehensive overview of European investment funds, focusing on their structure, regulation, and emerging trends. Participants will gain an in-depth understanding of UCITS and AIFs, exploring their operational frameworks and key regulatory directives such as AIFMD, SFDR, and MiFID II. The course also delves into the integration of ESG criteria and sustainable finance, equipping learners with the tools to navigate the evolving landscape of responsible investing. Designed for fund managers, compliance professionals, financial advisors, investors, and students, it combines theoretical knowledge with practical case studies to ensure real-world applicability. By the end, participants will be able to analyze regulatory frameworks, evaluate investment strategies, and apply insights to tackle industry challenges effectively. 

Training Method

The course is offered fully online using a self-paced approach. The learning units consist of video presentations, case studies, knowledge questions and reading material. Learners may start, stop and resume their training at any time.

Registration and Access

To register to this course, click on the Purchase button and proceed with payment. Access to the course is usually granted within 1 working day. Access to the course is valid for 180 days.

Cancellation Policy

If you have changed your mind about your course purchase, you have the right to apply for a refund within 14 days of purchase, provided that you haven't accessed your account and/or course materials.

ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ

By the end of this course, participants will be able to:

1. Understand the structure, regulation, and functioning of European investment funds, in-cluding UCITS and AIFs.
2. Analyze the key regulatory frameworks governing investment funds, such as UCITS Di-rective, AIFMD, SFDR, and MiFID II.
3. Evaluate the role of ESG (Environmental, Social, Governance) criteria and sustainable fi-nance in investment funds.
4. Explore emerging trends and technologies shaping the future of the investment fund in-dustry.
5. Apply practical knowledge to real-world scenarios through case studies and examples.

ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ

• Fund Managers and Asset Managers: Professionals involved in managing and operating investment funds.
• Compliance and Risk Managers: Individuals responsible for ensuring regulatory compliance and managing risks.
• Financial Advisors and Distributors: Professionals involved in marketing and distributing investment funds.
• Investors: Institutional and retail investors seeking to understand the fund industry.
• Regulators and Policymakers: Individuals involved in shaping and enforcing financial regulations.
• Students and Academics: Those studying finance, economics, or related fields who want to deepen their knowledge of investment funds.

ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ

Course Content:

Lesson 1: Introduction to Investment Funds

1. Key Differences Between UCITS and AIFs
2. Overview of the European Investment Fund Landscape
3. Definition and Purpose of Investment Funds

Lesson 2: Regulatory Framework

1. UCITS Directive and Its Significance
2. AIFMD and Alternative Investment Funds
3. SFDR and Sustainable Finance

Lesson 3: UCITS – Structure, Requirements, and Functioning

1. Permissible Investments and Diversification Rules
2. Risk Management and Liquidity Requirements
3. Cross-Border Distribution and Passporting

Lesson 4: Alternative Investment Funds (AIFs) and AIFMD

1. Types and Strategies of AIFs
2. Investor Protection in AIFs
3. AIFMD Compliance and Reporting

Lesson 5: Fund Management and Governance

1. Corporate Governance Principles for Funds
2. Roles of Fund Managers and Depositaries
3. Risk Management and Compliance Frameworks

Lesson 6: Marketing and Distribution of Funds

1. Investor Protection Measures and ESMA Guidelines
2. Passporting Rights for Cross-Border Marketing
3. Distribution Channels and Investor Categories

Lesson 7: Taxation and Reporting Obligations

1. Tax Treatment of Investment Funds
2. Global Reporting Standards and Compliance
3. EU Tax Directives and Their Impact

Lesson 8: ESG and Sustainable Finance in Investment Funds

1. EU Taxonomy and Sustainable Activities
2. Integrating ESG into Investment Strategies
3. SFDR and Sustainability Disclosures

Lesson 9: Future Trends and Developments

1. Evolving Regulatory Landscape
2. Emerging Investment Themes and Opportunities
3. Digitalization and Fintech in Fund Management