Finance and TreasuryPension Fund Investment Strategies
A pension fund invests against liabilities that extend decades ahead, and the strategy must serve those liabilities rather than a return target in isolation. This course covers the discipline. Delegates work through liability assessment and its drivers, strategic asset allocation against a liability profile, liability driven investment approaches, the selection and monitoring of managers, and the governance obligations that trustees carry personally. Regulatory requirements are covered, along with the specific constraints of African pension markets including limited domestic asset supply, offshore allocation limits and currency exposure.
Course objectives
- Assess a fund's liabilities and the factors that drive them
- Set strategic asset allocation against a liability profile
- Apply liability driven investment approaches
- Select, monitor and replace investment managers
- Discharge trustee governance obligations
- Meet regulatory requirements applicable to the fund
- Manage domestic asset supply, offshore limits and currency exposure
Who should attend
- Pension fund trustees and principal officers
- Fund administrators and investment staff
- Consultants and actuaries advising funds
- Regulators and supervisors
- Employer representatives on fund boards
Course outline
- 01Liabilities and what drives them
- 02Strategic asset allocation against a liability profile
- 03Liability driven investment approaches
- 04Manager selection, monitoring and replacement
- 05Trustee governance and personal obligation
- 06Regulatory requirements
- 07Domestic asset supply and offshore allocation limits
- 08Currency exposure across a long horizon
Scheduled sessions
| Dates | Venue | Format | Price | Register |
|---|---|---|---|---|
| 5 to 9 November 2026 | Durban, South Africa | Classroom | R11,995 per delegate | Register Now |
| 3 to 7 December 2026 | Mbabane, Eswatini | Classroom | R11,995 per delegate | Register Now |
| 5 to 9 December 2026 | Durban, South Africa | Classroom | R11,995 per delegate | Register Now |