Schedules Introduction Objectives Training Methodology Organisational Impact Personal Impact Who Should Attend? Outline

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Course Schedule

Classroom Sessions:

Date	Venue	Fees
07 - 11 Apr 2025	London - UK	$5,950
19 - 23 May 2025	Dubai - UAE	$5,950
20 - 24 Oct 2025	Dubai - UAE	$5,950
06 - 10 Apr 2026	London - UK	$5,950
18 - 22 May 2026	Dubai - UAE	$5,950
19 - 23 Oct 2026	Dubai - UAE	$5,950

Online Sessions:

20 - 24 Oct 2025	Online	$3,950
19 - 23 Oct 2026	Online	$3,950

Course Description

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 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 GLOMACS Professional Certificate in Pension Fund Investment Strategies 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 Professional Certificate in Pension Fund Investment Strategies 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 Professional Certificate in Pension Fund Investment Strategies 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 Professional Certificate in Pension Fund Investment Strategies 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 GLOMACS Professional Certificate in Pension Fund Investment Strategies 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 1

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 2

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 3

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 4

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 investment

DAY 5

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

Certificates

On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Upon successful completion of this training course, a personalised CPD certificate with the duration of the learning activity undertaken, will be issued by the CPD Certification Service as conforming to universally accepted Continuing Professional Development (CPD) guidelines

Providers and Associations

Endorsed Education Provider

GLOMACS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org

Options & Brochure

Related Categories

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Yes, upon successful completion of any of our training courses, GLOMACS Certificate will be awarded to the delegates. This certificate is a valuable addition to your professional portfolio and is recognized across various industries.

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Yes, GLOMACS provides customized training solutions tailored to meet the specific needs of organizations. We work closely with companies to design bespoke training courses that address their unique challenges and objectives.

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Why should I choose GLOMACS?

GLOMACS is a globally recognized leader in professional training and development, with a reputation for delivering high-quality, results-driven training courses. We offer a broad spectrum of training courses taught by expert trainers, flexible delivery options (both online and in-person), and accredited certifications that add real value to your career.

A CPD Certified Training Course

Professional Certificate in
Pension Fund Investment Strategies

Pension Fund Investments, Asset Allocation and Private Equity Firms