Course Details

Pension Fund Investment Strategies Training: Maximizing Returns and Managing Risk for Long-Term Growth

INTRODUCTION

Managing a pension fund requires a sophisticated understanding of investment principles, risk management, and the unique challenges of long-term investing. This Pension Fund Investment Strategies training course provides a comprehensive overview of the key concepts and techniques used to develop and implement effective investment strategies for pension funds. Participants will learn about asset allocation, portfolio construction, risk management, alternative investments, and the specific considerations for managing pension fund assets to meet long-term liabilities. This advanced investment training is ideal for investment professionals, pension fund trustees, actuaries, and anyone involved in the management of pension fund assets. This course covers key areas like asset allocation, portfolio construction, risk management, and alternative investments, empowering you to become a knowledgeable and effective pension fund 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.
• Actuaries: Individuals responsible for pension plan valuations and calculations.
• Finance Professionals: CFOs, controllers, and financial analysts involved in pension fund funding.
• Anyone involved in pension fund investment management: Individuals wanting to gain a deep understanding of pension fund investment strategies.

COURSE OBJECTIVES

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

• Develop and implement effective investment policies for pension funds.
• Understand the principles of asset allocation and portfolio construction.
• Manage investment risk and meet long-term liabilities.
• Evaluate and select investment managers.
• Understand the role of alternative investments in pension portfolios.
• Monitor and evaluate investment performance.
• Stay current with emerging trends in pension fund investment management.
• Make informed investment decisions for pension funds.

COURSE MODULES

• Introduction to Pension Fund Investment Management:

• The unique characteristics of pension fund investing.
• The role of the investment policy statement.
• Key stakeholders in pension fund investment management.
• Legal and regulatory considerations.

• Asset Allocation:

• The importance of asset allocation in pension fund investing.
• Developing an appropriate asset allocation strategy.
• Strategic vs. tactical asset allocation.
• Asset allocation modeling and optimization.

• Portfolio Construction:

• Building a diversified portfolio.
• Security selection and asset class management.
• Active vs. passive investment strategies.
• Portfolio rebalancing and performance measurement.

• Risk Management:

• Identifying and measuring investment risk.
• Managing market risk, credit risk, and liquidity risk.
• Hedging strategies and risk mitigation techniques.
• Stress testing and scenario analysis.

• Alternative Investments:

• The role of alternative investments in pension portfolios.
• Private equity, real estate, and hedge funds.
• Due diligence and risk assessment for alternative investments.
• Portfolio construction with alternative assets.

• Investment Manager Selection and Oversight:

• The process of selecting and hiring investment managers.
• Evaluating manager performance and fees.
• Monitoring manager compliance and risk management.
• Best practices for investment manager oversight.

• Emerging Trends in Pension Fund Investing:

• Sustainable and ESG investing.
• Impact investing.
• The use of technology in pension fund management.
• Global trends in pension fund investing.

• Governance and Compliance:

• Best practices for pension fund governance.
• Fiduciary responsibilities and liability.
• Regulatory compliance and reporting requirements.
• Ethical considerations in pension fund investing.

 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