Pension Fund Investment Strategies

This Pension Fund Investment Strategy training course will use an inductive reasoning approach for introducing new terms-concepts-models-methods, followed with highly interactive case-discussion aimed at practical application. The main objective is developing a strong understanding of pension fund investment strategy and how modern tools can be used to estimate risk and returns of pension funds.

By the end of this Gulf Rowad training course, participants will be able to:

• Understand how pension funds operates
• Pension fund investors
• Performance of their portfolio company
• Differences between pension funds and other funds including private equity
• Replicating pension fund investment strategies

This Gulf Rowad Pension Fund Investment Strategy training course is suitable to a wide range of profession but will greatly benefit:

• Managers
• Actuaries
• Investment Managers
• Human Resource Professionals
• Employee Benefit Consultants
• Risk Consultants
• Project Leaders and Programme Directors
• Remuneration Consultants
• Lawyers involved in pensions wanting to understand the “bigger picture”

Organisational Impact

• Understanding the performance of pension funds
• Asset allocations that can be applied to other asset classes
• Improved risk and return analysis of pension funds
• Knowledge of how pension funds operate
• Pension fund performance relative to other funds
• How pension fund portfolio companies operate

Personal Impact

Participants on this training course will:

• Have a good understanding of the pension funds.
• How to measure the risk and returns of pension funds
• Replicating pension fund investment strategy
• Relationship between pension fund and private equity funds
• Performance of private equity relative to pension funds
• Update themselves on current issues related to pension funds performance