Pension Fund Strategy


This is a full-venue event. Training tools, Certificates and refreshments will be provided. Should you be interested in the online version or your in-house delivery? Please contact us.




Investment theories formerly considered concrete have now been thrown into question following the Global Pension Fund Crisis. This unique course will approach the complicated subject of pensions holistically. Topics covered in the programme include asset/ liability management, pension fund investment, pension funding issues, and portfolio optimisation.

The course will mainly be focused on new, exciting strategies to the challenge of pension fund investment. Anyone who’s work includes pension funds will significantly benefit from this exciting course.

Course Content

  • Understanding the global pensions crisis
  • The challenge to the cult of the equity
  • The role and purpose of pension funds
  • The different types of pension scheme
  • Measuring and modelling a pension liability
  • Impact of liabilities on investment strategy
  • Pension funding policies and Asset/ liability management tools
  • Pension fund investment strategies and dynamic approaches
  • Benchmark timing and tactical asset allocation

Learning Outcomes

  • The fundamentals of pension funds
  • The controversy surrounding pension funds and Pension fund basics
  • The different types of pension scheme
  • Pension fund assets and liabilities
  • Pension fund liabilities and funding policies
  • Asset/ liability management tools
  • Pension fund investment strategies
  • Portfolio optimisation and strategic asset allocation
  • Benchmark timing and tactical asset allocation


Event Details

NOTE: For our customised events all you need to do is provide us with what you want to achieve or tell us about the training requirements of the group and we will agree on a date, venue and produce a course proposal for you along with the costs. Discounts may be applicable for group booking or early birds.

Start date: 5 February 2024

End date: 9 February 2024

Start time: 09:00 BST

End time: 17:00 BST

Venue: London, UK

Phone: '+44 1582 414 144


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