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Please See Below For Course Information On 'Pensions Investment Briefing'



Overview

Investment Content
The main investment classes: Equities, Bonds, Cash, Real Estate. Investment risks explained.
Historical returns and performance.
Hedge Funds and Private Equity explained.
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 benefits 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

Who is it for?

Delegates
• Trustees both in Pensions Funds and Charities.
• Investment Executives in Pension Funds
• Lawyers and Accountants (CPD Credit)
• IFA's
• Pension Fund Administrators
• Fund Management Support Staff

What will I learn?

The Pensions Act requires all Trustees of Pension Funds to have knowledge and understanding of a wide range of investment issues and practices. In addition knowledge of relevant Pensions law is needed.

This 2 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.

How will I be assessed?

A certificate will be handed out to delegates at the end of the course

Address

This course is only available as a tailored in-house course presented at your offices for up to 16 delegates.

If you require any further information, please do not hesitate to contact us.

To view the course testimonial(s): Please Click Here