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European Institute of Management and Finance

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Institutional Portfolio Management for Financial Professionals

Institutional Portfolio Management for Financial Professionals

Dates

  • December 2026
      to   (2 sessions)
    Delivered Online
    €150 - €270
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Highlights

  • Live Online

  • 6 CPD Units | 6 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.

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Facilitators

  • Kypros Neocleous

    Kypros Neocleous

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    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.

Frequently Asked Questions

  • When will I receive my invoice?

    The invoice is issued on the day the course starts.

  • What payment methods are accepted?

    Payments can be made by bank transfer, cheque, or credit card.

  • When will my certificate be issued?

    Certificates are issued within 7–10 days after the course has been completed, provided that the invoice has been paid.

  • How can I access my certificate?

    Once your certificate has been issued, you will receive an automated email from Cademy notifying you that it is available.

    Click the Get Your Certificate button in the email to download your certificate.

    You can also access it from your Cademy account:

    1. Log in to your Cademy account from https://cademy.io
    2. Click on My Account from the top-right corner.
    3. From the drop-down menu select My Courses and Bookings.
    4. Choose the relevant course.
    5. Under Participants, click the three dots located next to your name. 
    6. Select Get Certificate.
  • Where can I access the course material?

    To access the course materials, such as presentations and recordings:

    1. Log in to your Cademy account from https://cademy.io
    2. Click on My Account from the top-right corner.
    3. From the drop-down menu select My Courses and Bookings.
    4. Choose the relevant course.
    5. Under Extra Details, you will find all the available course materials.
  • What is the HRDA?

    The Human Resource Development Authority (HRDA) of Cyprus is a semi-government governmental organisation that supports the development of workforce skills through training and development initiatives. Eligible training programmes approved by the HRDA may qualify for a subsidy, reducing the participation cost for eligible organisations and individuals, subject to the HRDA's terms and conditions.

  • Who is eligible for the HRDA subsidy?

    The HRDA subsidy is available to:

    • Companies registered in Cyprus that are applying for their employees.
    • Unemployed individuals who meet the eligibility requirements (see the FAQ below for required documents).
    • Self-employed individuals registered as self-employed in their ERMIS profile.

    To receive the subsidy, eligible persons must attend at least 75% of the course. 

  • What is ERMIS?

    ERMIS is the online platform of the Human Resource Development Authority (HRDA) of Cyprus, used for managing training programme registrations, participant details, subsidy applications, and attendance records. All participants attending HRDA-approved courses must have an ERMIS profile and use the platform’s attendance register to check in and check out during each course session. https://ermis.anad.org.cy/

  • What is the process for attending an HRDA-approved course?

    To attend an HRDA-approved course, you must:

    1. Register for the course through the EIMF website.
    2. Create the necessary ERMIS profile(s).
    3. Register for the course through ERMIS.
    4. Complete any additional HRDA requirements if you are applying for the subsidy as an unemployed or self-employed individual.
    5. Log onto ERMIS and check in through the relevant attendance register when you join the course session and check out when you leave each course session.

    See the FAQs below for detailed instructions.

  • Is an ERMIS profile required?

    Yes. ALL participants attending HRDA-approved courses must have an ERMIS profile, whether applying for the subsidy or not.

    • Companies applying for the HRDA subsidy for their employees:
    1. The company must have an ERMIS profile as a Legal Entity.
    2. The company must have their Employer role approved on the ERMIS system.
    3. Each participating employee, as well as a company authorised person and the company’s director, must have an ERMIS profile as a Natural Person
    4. The employees' and representatives’ profiles must be linked to the company's ERMIS profile.
    • All Individuals: 
    1. Must have an ERMIS profile as a Natural Person.

    You can create or access your ERMIS profile here: https://ermis.anad.org.cy/

  • How do I register for an HRDA-approved course through ERMIS?

    After booking your course through the EIMF website, you must also register through ERMIS, provided that the required profile(s) have already been created.

    • If you are registering as an individual:

    You must register through your personal ERMIS profile.

    • If a company is applying for the HRDA subsidy for its employees:
    1. Registration must be completed through the company’s ERMIS profile.
    2. The company profile used for registration must match the payroll company where each participant is employed.

    For example: If your organisation includes multiple companies, make sure each participant is registered under the correct company profile.

    Around one week before the course starts (or immediately after booking if you register less than one week before the course), we will email you the HRDA course details and instructions on how to complete your ERMIS registration.

  • What documents do unemployed individuals need to apply for the HRDA subsidy?

    When registering for the course through ERMIS, you must upload both of the following documents obtained from the Public Employment Service:

    1. A referral for participation in HRDA Multicompany courses (Παραπεμπτικό για Πολυεπιχειρησιακά Προγράμματα της ΑνΑΔ).
    2. An ES19 form confirming that you were unemployed from at least the course start date.
  • What do self-employed individuals need to do to apply for the HRDA subsidy?

    You must update your ERMIS profile:

    1. Log in to your ERMIS profile and select the Self-employed role from the available roles.
    2. Complete and submit the request.
    3. Once your request has been approved, you can register for courses and apply for the HRDA subsidy as a self-employed individual.

    When submitting your request, you must upload one of the following:

    1. A confirmation letter from the Social Insurance Services confirming acceptance of your registration as a self-employed person.
    2. A Confirmation letter from the Social Insurance Services confirming your self-employed status.
    3. Proof of payment of Social Insurance contributions for the most recent quarter (available through SISnet). 
  • Is the check-in and check-out process in ERMIS mandatory?

    Yes. All participants must log onto the ERMIS system and check onto the attendance register when they join a course session and check out when they leave a course session, as HRDA records attendance.

    To receive the subsidy, eligible persons must attend at least 75% of the course. Check-ins and check-outs reflect actual attendance.