Investment of Pension Fund Assets

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Investment of Pension Fund Assets: Portfolio Management and Investment Analysis

This course helps entrepreneurs and practitioners to understand the investments field as it is currently
understood and practiced for sound investment decisions making. Key concepts are presented to provide an appreciation of the theory and practice of investments, focusing on investment portfolio formation and management issues. This course is designed to emphasize both theoretical and analytical aspects of
investment decisions and deals with modern investment theoretical concepts and instruments.

It also builds delegates’ knowledge by examining the current landscape of pension fund investment and the key tenets of investment analysis. The mainstream asset classes in pension fund investment are also covered in detail, along with an introduction to alternative investment classes such as Real Estate, Private Equity and Infrastructure. The programme provides delegates with a full understanding of valuation and investment analysis methodologies as well as the interpretation of analyses.

Pension schemes face a set of complex and often difficult challenges relating to the investment of assets. On the one hand, there is a need to grow the real value of pension funds by generating investment returns, whilst on the other assuring the preservation of members’ capital. The sheer size of pension schemes’ assets relative to investment markets creates challenges unique to institutional investors who must carefully manage entry and exits into investment positions.

Fund performance analysis, including attribution, is important to both ensure that pension schemes remain on target to grow investment funds to meet their liabilities, as well as assessing the performance of fund managers.