Pensions investment briefing

Course

In

Price on request

Description

  • Type

    Course

  • Start date

    Different dates available

Background
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 two day course is designed to present the main and secondary elements needed in a useful, entertaining and practical fashion. No specific prior knowledge is assumed.
Delegates
- 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
This course may be eligible for CPD or CPE requirement.

Facilities

Location

Start date

Start date

Different dates availableEnrolment now open

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Subjects

  • Risk
  • Budgeting
  • Investment
  • Credit
  • Returns
  • Private
  • IT risk
  • Accountants
  • Fund Manager
  • Pension Funds

Course programme

Content
Legal Requirements
- The requirements of the Pensions Act 2004

- What Trustees need to know and understand

- Acutarial confusion on proper asset allocation

- The Pensions Comission Report

- Does the Boots portfolio apply elsewhere?

- The Impact of the new funding requirements

- The impact of EU Pensions Directive
Investment Content

- The main investment classes: Equities, Bonds, Cash, Real Estate. Investment risks explained.

- Historical returns and performance.

- Hedge Funds and Private Equity explained.

- Equity Sector selection

- Investment styles: Growth, Income, Value, Smaller Company, Indexation, Defensive, Cyclical.

- Using risk to reduce risk.

- Why invest overseas?

- The meaning and importance of Bond Ratings.

- The benefit and limitations of diversification.
- 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
- Considerations in selecting and rewarding a Fund Manager.



Todays Date: 8 September 2017
Duration 2 days

Pensions investment briefing

Price on request