Training Agenda
Pension Fund Strategy
This four day comprehensive course will help delegates understand and address
the complex world of Pension Investment Strategy with specific reference to:
Different retirement financing systems
Various dimensions of the pension crisis
Measuring and accounting for pension obligations
Risk sensitivities of the liabilities
Liability management tools and issues
Definition of an investment policy statement
Benchmark selection
Determining a strategic asset allocation
COURSE OBJECTIVES
The pension fund crisis is a Global issue which hinges on numerous paradigm changes and induces a major reassessment of traditional analyses. Changes in demographics, in accounting standards, in legal and regulatory environment, in fiduciary responsibilities, in the definition and behavior of financial asset classes all contribute to a complete overhaul of pension fund organization and strategy.
This program has been specifically constructed to provide pension fund
stakeholders with a comprehensive understanding of all these factors affecting
pension funds and of the strategies which can be used to address them. Special
attention is paid to pension reform and its impact on developing economies.
The program progresses from a comprehensive review of the pension fund
environment to advanced considerations on the design, implementation and
control of pension funds and their investment strategy. A strong emphasis is
placed on case studies and active class participation to ensure applicability
and operational use of the concepts and techniques which are taught.