An Interactive 5-Day Training Course
Professional Certificate in Pension Fund Investment Strategies
Pension Fund Investments, Asset Allocation and Private Equity Firms
We currently have no scheduled session for this Course. If you are interested in running this course, please contact our Training Department click here
Course Overview
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
Training 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
Accreditation
GLOMACS 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. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
All Training Seminars delivered by GLOMACS by default are eligible for CPE Credit.
About Saudi Glomacs
At Saudi GLOMACS, we specialize in delivering world-class training courses in Saudi Arabia and across various international locations. Our training courses are tailored to meet the unique demands of Saudi Vision 2030 and the Human Capability Development Program, focusing on empowering Saudi citizens and enhancing workforce skills. We offer diverse courses spanning leadership, management, engineering, and technical disciplines to cultivate expertise and drive professional growth. Our flexible learning options—whether in-person, online, or in-house—ensure accessibility and convenience for individuals and organizations alike.
With over 30+ years of experience through the GLOMACS global network, we are committed to delivering innovative, results-driven training solutions. Our expert instructors combine industry knowledge with dynamic teaching methods, fostering practical skill development and long-term career success. By choosing Saudi GLOMACS, you're investing in personal excellence and contributing to the Kingdom’s sustainable economic growth and vision-driven transformation.
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