This programme is designed to provide participants with a deeper understanding of a range of core investment issues. The topics are covered from the perspective of pension funds and their trustees. The programme is conducted over one day and covers key aspects of investment theory and fund management practice. Contemporary case studies are discussed and current controversies regarding appropriate investment objectives and strategies for pension funds are highlighted. The course also provides you with the opportunity to network with experts and your peers.
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UPCOMING EVENTS SECTION
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Trustees
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Pension Professionals
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Newly appointed investment managers
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Anybody reporting to, or dealing with, a Trustee Board
WHAT YOU WILL LEARN:
Pension Fund Investment:
The requirements and objectives of pension funds in the current environment and an appreciation of current controversies.
Risk: The basic concept of risk and how it is measured, and the various sources andtypes of risk.
Assets: The key risk/reward characteristics of investment assets.
Investment Decision-Making: An introduction to investment decision making at the asset, currency, country and stock levels.
Portfolio Construction: Key considerations in constructing pension fund portfolios with appropriate risk and return characteristics.
Investment Styles: The various investment styles employed by fund managers are explained including; Active and Passive; Top Down versus Bottom Up; Core/Satellite Strategies; Value versus Growth; Balanced Mandates versus Specialist Mandates
Case Studies: Lessons from recent radical departures from the conventional approach to pension fund investment strategy are explored; The Boots Pension Fund and The Merchant Navy Officers Pension Fund.
Courses places are limited to small groups which will allow our facilitators to lead smaller groups in addressing specific case studies relevant to main topics to allow further thought and examination of some of the more prominent areas in each module.
WHAT WILL YOU RECEIVE
You will receive a complete manual covering the content of the programme and access to detailed supporting documentation to help you in your trustee investment work.
Continuing Professional Development
The programme will form part of your trustee development. As evidence of this, you will receive the IAPF Certificate of Pension Scheme Training Trustee Investment.
WHO SHOULD ATTEND
It is aimed at those who have attended an introductory trustee training course and who wish to have a deeper understanding of a range of core investment issues.
Trustee Training - Trustee Essentials Brochure
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