Portfolio Management, Investment Analysis, Risk and Regulatory Compliance

For 3 registrations from the same entity, a standard 10% discount will apply. For over 4 registrations please contact us.

June 18, 2021 9:00 am
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CPD Units
10 hrs
HRDA Eligible: €250, Non-HRDA Eligible €420 (both + €79.80 VAT)

HRDA is a subsidy provided to companies registered in Cyprus that meet specific criteria. More Information


Friday 18/06/2021 - 09:00-14:45

Tuesday 22/06/2021 - 09:00-14:45

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Event Details


The programme aims to deliver an overview of investment analysis and risk for CIF, UCITS, and AIF professionals, setting the foundations for the proper conduct of risk management. Furthermore, the course also offers the most popular fund management strategies, which can be employed by AIF professionals, as well as professionals working in CIFs which hold the portfolio management license.


This programme offers professionals the opportunity to enhance their knowledge on topics which are highly valued in today’s markets. At the same time, the course also elaborates on how these strategies have to be adjusted in order to abide by the prospectus law and also be within the AIFM/UCITS legal limits.


The programme is split in two days, with the first focused on investment analysis and risk management, with further emphasis on the compliance side of analysis and how analysis relates to the investment advice regulation. On the second day, an overview of the most popular investment strategies is offered, examining how these are affected by prospectus law and the AIFM/UCITS regulation. In both days, practical strategy examples are used throughout the course duration.



Training Objectives:


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

  • Learn how analysis fits the compliance and investment advice regulations
  • Examine how risk management and investment analysis combine
  • Understand the most popular fund strategies and how these are implemented
  • Learn how prospectus law and other regulations affect such strategies


Nektarios Michail

Dr Nektarios Michail has more than 7 years of experience in the financial services industry, having worked at the Central Bank of Cyprus, the Bank of Cyprus, as well as a Cyprus CIF and an investment fund. Through his experience, Nektarios has obtained a hands-on experience with real-life economic analysis, with proven success in forecasting. He holds a PhD in Financial Economics from Cyprus University of Technology, and his research, covering variety of topics, has been published in several academic journals, as well as featured in the leading newspapers of Cyprus. He is currently employed by an Investment Fund while he is also an Adjunct Lecturer at the Cyprus University of Technology.

See all courses by Nektarios Michail