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Pension Investment Briefing

in Investment Education PLC (England)

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Price:

£940 + VAT

Duration:

2 Days

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Requirements:

No specific prior knowledge is assumed.

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Course objectives:

The Pensions Act requires all Trustees of Pension Funds to have knowledge and understanding of a wide range of investment issues, instruments and practices. This 2 day course is designed to present the main and secondary elements needed in a useful, entertaining and practical fashion.

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Course details

Type Course Duration 2 Days
Method / place Contact course provider Inhouse / Classes
Suitability · Trustees both in Pension Funds and Charities. · Investment Executives in Pension Funds · Lawyers and Accountants (CPD Credit) · IFA's · Pension Fund Administrators · Fund Management Support Staff
Course objectives The Pensions Act requires all Trustees of Pension Funds to have knowledge and understanding of a wide range of investment issues, instruments and practices. This 2 day course is designed to present the main and secondary elements needed in a useful, entertaining and practical fashion.
Requirements
No specific prior knowledge is assumed.
Price £940 + VAT
Get direct information on how to enrol, venues and availability...

Course programme

Pension Investment Briefing
Pension Investment Briefing

Legal requirements
Trusts and investment general aspects Risk v reward in investment law (amp case) Fiduciary duties Diversification Relevance and investment fashion: ALM, LDI, long/short term, MAC, hedges Statutory requirements: PA 1995, 2004 TKU and investments IMA's, custodian contracts (Unilever case) Voting, corporate governance, social and ethical issues and Law Investments and solvency, role of employer Trustee protection and beauty parades   Investment content The main investment classes: equities, bonds, cash, real estate. Investment risks explained. Historical returns and performance. Investment styles: growth, income, value, smaller company, Indexation, defensive, cyclical. Why invest overseas? Using risk to reduce risk. Fixed income investment overview. The meaning and importance of bond ratings. The benefit and limitations of diversification. Hedge funds and private equity explained. Portfolio construction approaches: top down v bottom up. What is tracking error and risk budgeting. Other portfolio approaches: satellite and core, indexation tilted & enhanced, fund of funds, multi-manager, balanced. Benchmark selection and tailored benchmarks. Investment objective considerations. Managing risk: the tools of derivatives and overlays: how They can be used and the considerations. Fund manager risks
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On Investment Education PLC

Provider description
Investment Education PLC provides  both Public and In-House Tailored courses in Securities, Derivatives, Hedge Funds, Accounting, Back & Front Office Operations and Fund Administration. Newly introduced subjects include Trade Fails. Operational Risks and Human Performance Measurement in Financial Services.
It serves the Fund Management,  Securities, Broking and Banking industries providing interesting, practical and focused courses. It also helps IT providers and Government regulators  who interact with the FInancial community.
Founded in 1987, it is now one of the world’s leading international financial training companies offering regular courses in the United Kingdom, across Europe and the Americas and Middle East.
It has  15 presenters located in several countries. All trainers and presenters have current or recent actual experience of working in their subject area as well as presentational experience. The company is different in that It emphasizes real problems, experience and practice not pure theory or exam knowledge. Growth has mainly come through client recommendation.  Some courses can be presented in French or German etc
One reason successful clients come to Investment Education PLC is for its Course Tailoring and Design. These meet client needs – all delivered at very reasonable rates anywhere in the world.
Advantages of studying with Investment Education PLC
Public or In-house tailored courses Courses at client locations - anywhere Courses emphasize real problems, experience and practice -  not pure theory or irrelevant exam knowledge. Presenters have years of actual work experience in their area of presentation Enjoyable and interesting courses  - well presented. if people enjoy themselves  learning is easy ! Some courses can be presented in French or German etc Unlimited fee post course assistance to participants
Course provider history
Founded in 1987, it is now one of the world’s leading international financial training companies offering Public and In-House Tailored courses in the United Kingdom, across Europe and the Americas and Middle East. Our substantial growth has come via client recommendation.
Specialises in
Hedge Funds Futures, Options, Swaps, CDOs OEICS, Unit Trust & SICAV Administration Corporate Actions Bonds & Fixed Income Markets Accounting for Investment Accounting for Derivatives Global Custody Failed Trades Management Risks & Controls with  Securities Operations Fund Managment Overview Pension Trustee Investment Breifings (various) Pension Regulation Offshore Fund Administration Securities Markets & Settlement (various) Pension Fund Accounting Compliance Data Protection Act Briefings Human Performance Measurement  Finance for the Non-Financial Qualified Intermediary and US NRA Regulations  OEICS & Unit Trust Accounting Transfer Agency Venture Capital Banking Operations How the Real World Affects Investments Pension Fund Transfers Securities Lending & Borrowing

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