This course provides a comprehensive overview of risk management frameworks and practices applicable to investment funds and their managers. It covers the legal and regulatory framework under AIFMD and UCITS directives, including the requirements for governance, independence of risk management functions, and reporting obligations. The course explores the main categories of risk—credit, market, liquidity, operational, concentration, compliance, and systemic risk—while also highlighting stress testing methodologies and the preparation of risk reports. Special focus is given to CySEC supervisory expectations, common deficiencies identified during inspections, and practical applications of risk management in AIFs, RAIFs, and UCITS. Real estate and private equity case studies are included to illustrate risk challenges and best practices in illiquid investment structures.
- Teacher: Dr. Marios Kyriacou
This course provides a detailed exploration of the EU Regulation (EU) No 1286/2014 on Packaged Retail and Insurance-based Investment Products (PRIIPs) and the Key Information Document (KID) that underpins it. It examines the regulatory rationale for PRIIPs, the role of the KID in promoting investor protection, and its standardised form and content requirements. Participants will learn about the transition from UCITS KIIDs to PRIIPs KIDs, risk and reward calculations, performance scenarios, cost disclosure methodologies, and compliance obligations for both manufacturers and distributors. The course also includes practical workshops on preparing risk indicators, performance simulations, and cost tables, ensuring participants can apply regulatory requirements in practice.
- Teacher: Dr. Marios Kyriacou
This webinar provides a comprehensive overview of the Key Information Document (KID) required under the Packaged Retail and Insurance-based Investment Products (PRIIPs) Regulation. It examines the objectives of the KID, its role in enhancing investor protection, and the detailed content and format requirements that firms must meet. Participants will gain an understanding of the regulatory framework, disclosure obligations, and practical considerations in preparing compliant and effective KIDs.
This course requires a minimum of 6 participants before the live session/webinar can be scheduled.
We encourage you to enrol now to secure your place. While the session date will only be confirmed once the minimum number of participants has been reached, our team will keep you informed every step of the way.
All enrolled learners will:
-
Receive email updates about the enrolment progress.
-
Be contacted individually once the minimum requirement is met.
-
Be the first to know the confirmed date and time of the live session/webinar.
By enrolling early, you ensure your spot in the course and help us bring the group together more quickly.
- Teacher: Dr. Marios Kyriacou
This webinar provides an in-depth overview of risk management frameworks and practices applicable to investment funds, including Alternative Investment Funds (AIFs), Reserved Alternative Investment Funds (RAIFs), and Undertakings for Collective Investment in Transferable Securities (UCITS). It examines regulatory requirements, key risk categories, and the governance structures necessary to ensure sound risk management. Participants will gain practical insights into how fund managers can align risk management processes with both investor protection objectives and supervisory expectations.
This course requires a minimum of 6 participants before the live session/webinar can be scheduled.
We encourage you to enrol now to secure your place. While the session date will only be confirmed once the minimum number of participants has been reached, our team will keep you informed every step of the way.
All enrolled learners will:
-
Receive email updates about the enrolment progress.
-
Be contacted individually once the minimum requirement is met.
-
Be the first to know the confirmed date and time of the live session/webinar.
By enrolling early, you ensure your spot in the course and help us bring the group together more quickly.
- Teacher: Dr. Marios Kyriacou
