Investment Education PLC

Pension Investment Briefing
Last Updated - 22 January 2014
Todays Date -
Return to CoursePrint course
Duration 2 days
Client offices - available as a tailored course
Fee Quotation upon request


The Pensions Act requires all Trustees of Pension Funds to have knowledge and understanding of a wide range of investment issues and practices.  In addition a knowledge of relevant Pensions law is needed.

 This 2 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.

 As an in-house course it can be tailored to meet the clients requirements.

 Presenters are current or recent practitioners in their fields.  Since Investment Education Plc only provide training courses and seminars the course cost reflects the full economic cost with no hidden agenda.

 Example Delegates

         Trustees both in Pensions Funds and Charities.

         Investment support staff in Pension Funds

         Lawyers and Accountants (CPD Credit)


         Pension Fund Administrators

         Fund Management Support Staff


Example  Content

 Legal Requirements

o   What Trustees need to know and understand

o   Current state of Pensions legislation

o   Actuarial role, input and considerations

o   Pension funding requirements overview.

o   EU Pensions Directive.

 Investment Content

         The main investment classes: Equities, Bonds, Cash

         Investment risks and returns

         How each of these assets is valued.

         What moves the markets: short term long term

         The effect of the economic cycle.

         Hedge Funds and Real Estate investment outlined

         Securities Lending and how can add to returns (marginally)

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

         World stockmarket overview. Emerging market considerations.

         Bonds / Fixed Income investment overview

         The meaning and importance of Bond Ratings.

         Using risk to reduce risk.

         Investment returns and theory.

         The benefits 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,

         Benchmark selection and Tailored Benchmarks.

         Investment objective considerations.

         Designing an investment mandate

         Assessing portfolio results.

         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.


 Participants    Maximum of 16

 Fee                  Inclusive fee quotation upon request.