Pension Fund Investment, Finance and Strategy Committees
Overview
This course addresses the evolving challenges and opportunities in pension fund governance, equipping committee members with strategic frameworks to navigate demographic shifts, technological innovations, and regulatory changes. Participants will explore governance structures, investment policy formulation, and risk mitigation while focusing on emerging themes like sustainability, digital transformation, and market volatility. It emphasizes informed decision-making through performance analysis, manager accountability, and long-term strategic planning to ensure pension funds meet liabilities and maintain financial resilience. By integrating insights into market opportunities, attribution analysis, and stakeholder communication, committees will strengthen their ability to safeguard member security while balancing fiduciary duties with sustainable growth.
Objectives:
- Establish governance frameworks for investment committees, including drafting policy statements, defining roles, and ensuring compliance with regulations or jurisdiction-specific laws.
- Develop strategies for investment policy implementation, including manager selection, risk assessment, and portfolio diversification aligned with fund objectives.
- Monitor and evaluate investment performance using benchmarks, financial reviews, and manager accountability metrics to ensure alignment with fiduciary responsibilities.
- Manage financial oversight through cost analysis, operational efficiency audits, and transparent reporting to stakeholders.
- Integrate strategic planning to address challenges like market volatility, demographic shifts, and regulatory changes while maintaining long-term sustainability.
- Mitigate risks through conflict-of-interest protocols, ethical decision-making frameworks, and collaboration with external advisors.
- Communicate effectively with beneficiaries, sponsors, and regulators by translating complex financial data into actionable insights and transparent disclosures.