Pension Fund Investment in Infrastructure, Real Estate & Private Markets Programme

Programme Overview

The pension industry serves as a critical pillar of financial security, providing essential long-term retirement benefits while managing substantial financial assets. In Kenya, where the pension sector has grown to approximately KES 1.5 trillion in assets under management as of 2024, investment decisions regarding pension funds represent one of the most significant responsibilities entrusted to scheme trustees.

Kenya's pension industry, regulated by the Retirement Benefits Authority (RBA), has seen significant reforms through the Retirement Benefits Act and subsequent regulations that have expanded investment options beyond traditional assets. With the sector growing at an annual rate of 10-12% and covering over 20% of Kenya's formal workforce, trustees face increasing pressure to deliver competitive returns while maintaining security of funds.

In today's financial landscape, pension fund managers must navigate increasingly complex regulatory environments, balance diverse stakeholder interests, and adapt to rapidly changing market conditions. The RBA's investment guidelines currently allow Kenyan pension schemes to allocate up to 10% in private equity, 30% in real estate, and 10% in infrastructure investments - opportunities that remain significantly underutilized by many schemes. The ability to strategically diversify portfolios and access these alternative markets and asset classes has become essential for achieving optimal returns while managing risk appropriately.

This comprehensive four-day training program, designed specifically with Kenya's investment landscape in mind, will equip participants with advanced knowledge and practical strategies for successful investments in infrastructure, real estate, and private markets, helping pension schemes to capitalize on Kenya's robust 5-6% GDP growth trajectory and infrastructure development boom.

Key Topics Of Discussion:

1. Understanding and adhering to investment regulations and limits
2. Identifying key options in diversification and alternative investment class.
3. Crafting clear and focused investment policy guidelines on alternative investments.
4. Techniques for ensuring allocation of capital in infrastructure investments.
5. Strategies for managing and investment in real estates and options in REIT’s
6. Considerations when investing in private markets.
7. Balancing of investment portfolio in alternative asset classes.
8. Consideration when investing in Infrastructure, real estate and private markets.

Who Should Attend:

This specialized training program is designed for professionals responsible for pension fund management and oversight, including:

1. Pension Regulators and Policy Makers
2. Trustees and Board Members
3. Fund Administrators and Managers
4. Investment Advisors and Consultants
5. Custodians and Asset Managers
6. CEOs and Senior Executives
7. Human Resource Managers
8. Finance Directors and Professionals
9. Executive Assistants and Administrative Professionals involved in pension management