Course Details

Alternative Investments for Retirement & Pensions Training: Diversifying Portfolios and Enhancing Returns

INTRODUCTION

Alternative investments, including private equity, real estate, hedge funds, commodities, and infrastructure, offer the potential to diversify retirement and pension portfolios beyond traditional asset classes. This Alternative Investments for Retirement & Pensions training course provides a comprehensive understanding of the characteristics, risks, and potential benefits of incorporating alternative investments into retirement and pension portfolios. Participants will learn about due diligence, asset allocation, portfolio construction, and the specific considerations for managing these complex investments. This advanced investment training is ideal for investment professionals, pension fund trustees, financial advisors, and anyone seeking to enhance portfolio returns and manage risk through alternative assets. This course covers key areas like private equity, real estate, hedge funds, and commodities, empowering you to become a knowledgeable and effective alternative investment manager.

DURATION

5 days

TARGET AUDIENCE

This course is designed for a broad audience, including:

• Investment Professionals: Portfolio managers, investment analysts, and financial advisors.
• Pension Fund Trustees: Individuals overseeing the management of pension funds.
• Financial Advisors: Professionals advising clients on retirement planning and investments.
• Anyone interested in alternative investments: Individuals wanting to gain a deep understanding of these complex asset classes.

COURSE OBJECTIVES

Upon completion of this course, participants will be able to:

• Understand the characteristics and potential benefits of different alternative asset classes.
• Assess the risks associated with alternative investments.
• Incorporate alternative investments into retirement and pension portfolios.
• Conduct due diligence on alternative investment opportunities.
• Evaluate the performance of alternative investments.
• Understand the legal and regulatory considerations for alternative investments.
• Make informed investment decisions regarding alternative assets.
• Understand the role of alternative investments in portfolio diversification.

COURSE MODULES

• Introduction to Alternative Investments:
• Defining alternative investments and their role in portfolio diversification.
• The rationale for investing in alternatives.
• Overview of different alternative asset classes (private equity, real estate, hedge funds, commodities, infrastructure).
• The unique characteristics and risks of alternative investments.
• Private Equity:
• Understanding private equity structures and strategies.
• Due diligence and valuation of private equity investments.
• Portfolio construction and liquidity management in private equity.
• The role of private equity in retirement and pension portfolios.
• Real Estate:
• Direct vs. indirect real estate investments.
• Real estate valuation and market analysis.
• Real estate investment trusts (REITs) and other real estate investment vehicles.
• Incorporating real estate into retirement and pension portfolios.
• Hedge Funds:
• Understanding hedge fund strategies and structures.
• Due diligence and risk assessment for hedge funds.
• Hedge fund performance measurement and evaluation.
• The role of hedge funds in retirement and pension portfolios.
• Commodities:
• Different ways to invest in commodities (futures, ETFs, etc.).
• Commodity market dynamics and price drivers.
• The role of commodities in portfolio diversification and inflation hedging.
• Managing commodity risk.
• Infrastructure Investments:
• Understanding infrastructure asset classes (utilities, transportation, energy).
• Public-private partnerships and infrastructure investment.
• Risk and return characteristics of infrastructure investments.
• The role of infrastructure in retirement and pension portfolios.
• Due Diligence and Risk Management:
• Conducting due diligence on alternative investment opportunities.
• Assessing investment manager expertise and track record.
• Understanding liquidity risk, valuation risk, and other risks associated with alternatives.
• Developing risk management frameworks for alternative investments.
• Portfolio Construction and Performance Evaluation:
• Incorporating alternative investments into diversified portfolios.
• Asset allocation and portfolio optimization with alternative assets.
• Performance measurement and benchmarking for alternative investments.
• Reporting and communication with stakeholders.

 CERTIFICATION

• Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

• Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

• Airport pick up and accommodation is arranged upon request

TERMS OF PAYMENT

• Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com