An Intensive 5-day Training Course
Pension Fund Investment Strategies
Pension Fund Investments, Asset Allocation and Private Equity Firms
Course Introduction
Stagnant stock market and changes in the interest rates are having a dramatic impact on pension fund performance and their ability to fund future liabilities. To ensure sufficient resources are available for retirements involve a complex set of decisions and assumptions on asset returns, interest rates, inflation rates and future salary growth.
Since inflation is potentially expected to rise in many economies, pension funds are increasingly searching to invest across different asset classes including real estate to hedge against the threat of rising prices. This Oxford Management Centre Pension Fund Investment Strategy training course focuses on pension fund investment style, asset allocation, performance of their portfolios with particular emphasis on private equity firms. It aims to address many of the current pension issues from both the asset and liability perspectives to give you a holistic appreciation of the complex issues involved. Participants will learn how portfolio theory can be applied to replicate pension fund investment strategy.
This Pension Fund Investment Strategy training course will highlight:
- The role and purpose of pension funds
- Pension funding policies
- Pension fund investment strategies
- Pension fund asset allocation
- Performance of their portfolio companies
Objectives
By the end of this Oxford Management Centre 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
Training Methodology
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.
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
Who Should Attend?
This Oxford Management Centre 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”
Course Outline
Day One
Overview of Pension Funds
- What is a pension fund?
- Types of pensions
- Main investors of pension funds
- Asset allocation strategy
- Investment risk
- Creating value in pension funds
- Private equity versus pension funds
Day Two
Portfolio Theory
- The Markowitz model of portfolio risk
- The Capital Asset Pricing Model
- A practical application of the CAPM to a range of companies
- Long-Term Sources of Finance
- Types of Equity Capital
- Calculating WACC and CAPM
- Short-Term Sources of Finance
- Replicating pension fund investments
Day Three
Portfolio Management
- Passive Equity Portfolio Management Strategies
- Active Equity Portfolio Management Strategies
- Strategic Asset Allocation
- Tactical Asset Allocation
- Style Investing
- Value versus Growth
- Pension fund and Private equity portfolio companies
Day Four
Markov Models
- Introduction to Markov Models
- Constructing the Markov Model
- Analyzing the Model
- Sensitivity Analysis
- Introduction to Scenario Analysis.
- Introduction to Monte Carlo Simulation
- How to apply Markov model to pension fund investments
Day Five
Analyzing the Annual Report and Account
- Using Ratio and Other Analyses of the Annual Report and Accounts to Assess Financial Position and Financial Performance
- Profitability and Cost-Volume-Profit (CVP) Analysis
- Liquidity and the Short-term Solvency
- Investment and Growth
- Financial Structure and Long-term Solvency
- Ratio Analysis using Excel
- Excel Trend Analysis using Common-size Horizontal Analysis and Vertical Analysis for Comparability
- Assessing the performance of Pension fund portfolio companies
Certificate
On successful completion of this training course, Oxford Management Centre Certificate with eligible Continuing Professional Education credits (CPE) from National Registry of CPE Sponsor will be awarded to the delegates
Accreditation
In association with
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FREQUENTLY ASKED QUESTIONS
Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:
- Telephone: +971 50 985 0174
- E-mail: info@oxford-management.com
Yes, Oxford Management Centre is accredited by the following professional bodies;
National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.
Yes, discounts are available. For further information please call +971 50 985 0174 or email, info@oxford-management.com
Note: Discounts are not applicable with any other special offer that may be available.
All course bookings made through Oxford Management Centre are non-refundable. By registering for a course, you acknowledge and accept that fees are payable in full and are not subject to refund under any circumstances, including but not limited to participant dissatisfaction, changes in personal or professional circumstances, or partial attendance.
Oxford Management Centre reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Full details of each course – including objectives, target audience, and content – are clearly outlined prior to enrolment, and it is the responsibility of the delegate to ensure suitability before booking.
There are 2 easy ways to register:
- Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
- E-mail: Send your details to info@oxford-management.com
We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.
For more information request, email info@oxford-management.com or call +971 50 985 0174.
The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.
While, online training fees cover the course presentation and digital documentation and relevant materials.
The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.
Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.
Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.
Upon receipt of your registration form, we will send you the following by e-mail:
- Registration Confirmation
- Invoice/Receipt (where appropriate)
If you register online you will receive an e-mail within 24 hours confirming your registration.
