Course Detail

Pension Fund Strategies Dubai Duration: 1 Week/s

Course Information

  • Course Price $4950
  • Location Dubai Courses
  • Course Code PFSD
  • Course Date 5 Dec – 9 Dec 2021

Course Objectives

This course has been designed taken into consideration falling interest rates and stagnant stock markets and the dramatic impact they are having on pension schemes’ ability to fund future liabilities. Ensuring sufficient resources for retirement today encompasses a complex set of decisions involving assumptions on asset returns, interest rates, inflation rates, longevity, and future salary growth. With inflation rising in many economies, pension funds are increasingly looking to invest in real assets like infrastructure and real estate to hedge against the threat of rising prices. This negative backdrop is being competed out against and environment where the corporate governance responsibilities of institutional investors and pension funds are being questioned and challenged.

This comprehensive Pension Fund Strategies programme addresses many of the current pension issues from both the asset and liability perspectives to give you a holistic appreciation of the complex issues involved.

Who Should Attend?

Pension schemes administrators, Pension accounting staff, Pension reporting staff, Pension fund managers, Regulators, Pension governance specialists, Trustees, Actuarial staff, Pension risk specialists, etc.

Course Overview

  • The fundamentals of Pension Funds. The controversy surrounding
    Pension Funds – a Global Perspective

  • Pension Fund Basics

  • The different types of Pension Scheme

  • Investing in the Age of Volatility

  • Pension Fund Asset-Liability Management Pension Fund Liabilities

  • Pension Funding Policies

  • Asser- Liability Management Tools

  • Asset-Liability Modelling

  • Pension Fund Investment Strategies Strategic Asset allocation and
    Portfolio Optimisation- Setting objectives

  • Tactical Asset Allocation and Benchmark Timing

  • Dynamic approaches to Pension fund management

  • Actuarial considerations, scheme design and the annuity market role
    And responsibilities of the actuary

  • Actuarial calculations and Assumptions

  • Scheme design considerations – DC plans

  • Annuities

  • Infrastructure Investing for pension funds

  • Pension risk management

  • Longevity risk hedging and transfer

  • Pension scheme reporting

  • Pension governance and organisation structure

  • Learning Goal

    By the end of the course, you will understand the complex world of Pension Investment Strategy across a number of areas including:
  • 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

  • Asset/Liability management tools

  • Pension fund investment strategies

  • Dynamic approaches

  • Benchmark timing and tactical asset allocation

  • Actuarial calculations and assumptions

  • The annuity markets

  • Pension risk management, pension reporting and governance

  • Dynamic presentations support each of the topics together with interactive sessions of discussion. Attendees will have the opportunity to practice these skills.

    Course Materials

    Case studies, small group work, exercises and feedback will be used to facilitate learning.