Fundamentals Of Investment And Portfolio Management For Pension Funds
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Fundamentals Of Investment And Portfolio Management For Pension Funds
Course Overview
This workshop is designed to provide an in-depth understanding of investment performance; strategies tailored for pension funds. It covers key concepts, to optimize portfolio performance, manage risk, and adhere to regulatory requirements.
The substantial size of pension scheme assets relative to broader investment markets demands a strategic approach to entering and exiting investment positions. This requires not only sound decision-making but also a deep understanding of market opportunities, fund performance analysis, and attribution. Such expertise is crucial for ensuring pension schemes meet their long-term liabilities while effectively evaluating fund manager performance.
By emphasizing the importance of sustainable investing in the context of pension funds, ensuring that trustees can make informed decisions that align with both financial objectives and ethical considerations.
Key Topics of discussion:
- Fixed Income Strategies in Pension Fund Portfolios
- Equity Investment Strategies for Pension Funds
- Role of fixed income investments in pension funds
- Predicting the future member and pension landscape Asset Allocation Models for Pension Funds
- Frameworks and Pension Investment Compliance
- Incorporating alternative investments to enhance diversification and returns.
- Risk Management in Pension Fund Investments
- Digital Assets and pension funds' investments
- Performance measurement and reporting for pension funds
- Identifying and measuring investment risk
Who Should Attend:
- Pension Regulators,
- Policy Makers, Trustees,
- Administrators Fund Managers,
- Advisors,
- Custodians CEOs,
- Human Resource Managers,
- Directors,
- Executive Assistants &
- Administrative Professionals
Investment
The participation fee is KES 72,500 exclusive of VAT per person, Transport and accommodation, payable in advance.
This fee covers facilitation, certification, training materials, refreshments, and lunch.
Payment Options
- Cheques payable to Finnet Institute Limited.
- Deposit to A/c No: 0100009611708, Stanbic Bank Kenya Ltd, Chiromo Branch and email a scanned copy of the payment slip to Finnet Institute.
Registration
To confirm your registration, please send an email to gloriah.okello@finnettrust.com on or before September 22nd, 2025. Kindly include the names and designations of the participants from your organization.
We look forward to your confirmation of attendance.