Pensions Investment Briefing



The Pensions Act requires all Trustees of Pension Funds to have knowledge and understanding of a wide range of investment issues, instruments and practices. 


This two day course is designed to present the main and secondary elements needed in a useful, entertaining and practical fashion.  No specific prior knowledge is assumed.





        Trustees both in Pension Funds and Charities.

        Investment Executives in Pension Funds

        Lawyers and Accountants (CPD Credit)


        Pension Fund Administrators

        Fund Management Support Staff


This course may be eligible for CPD or CPE requirement.


Legal Requirements


-  The requirements of the Pensions Act 2004

-  What Trustees need to know and understand

-  Acutarial confusion on proper asset a

-  The Pensions Comission Report

-  Does the Boots portfolio apply elsewhere?

The Impact of the new funding requirements

-  The impact of EU Pensions Directive


Investment Content

-  The main investment classes: Equities, Bonds, Cash, Real Estate. Investment risks explained.

-  Historical returns and performance.

-  Hedge Funds and Private Equity explained.

-  Equity Sector selection

-  Investment styles: Growth, Income, Value, Smaller Company, Indexation, Defensive, Cyclical.

-  Using risk to reduce risk.

-  Why invest overseas?

-  The meaning and importance of Bond Ratings.

-  The benefit and limitations of diversification.


-  Portfolio construction approaches: Top down v Bottom up.

-  What is Tracking Error and Risk Budgeting.


-  Other Portfolio approaches: Satellite and Core, Indexation- Tilted & Enhanced, Fund of Funds,  Multi-Manager, Balanced.

-  Benchmark selection and Tailored Benchmarks.

-  Investment objective considerations.


-  Managing Risk: The tools of derivatives and overlays: how they can be used and the considerations.

-  Fund manager risks


-  Considerations in selecting and rewarding a Fund Manager.



Todays Date:

Duration 2 days
Available as an in-house tailored course

Investment Education PLC
45 Old Hall Road, Manchester M7 4JF, United Kingdom
Tel:+44 (0)161 832 3800
Registered in England Number 2129160
VAT Registered Number GB 480 2112 85

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