Professional certification in General Training

Professional Certificate in Pension Fund Investment Strategies

Our IT training courses are developed with industry-standards and career-focused technologies.


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Award:
Certification
Duration & Study Mode:
Full time, Part-time, Evening and Weekends, Virtual online
Location:
London, Flexible online
Duration: 5 Days / 5 Weeks

Course Overview

This program offers in-depth training on designing, implementing, and managing effective investment strategies specifically for pension funds. Participants will explore the regulatory landscape, asset allocation models, risk management techniques, and performance measurement tools tailored for institutional portfolios. This certificate is ideal for investment professionals, pension fund managers, actuaries, trustees, and financial advisors responsible for managing retirement funds.

Prerequisites:

  • Basic understanding of financial markets and investment principles

  • Prior experience in asset management or finance roles is beneficial

  • Familiarity with pension structures and terminology is helpful

What You Gain After the Course

  • Strategic insight into pension fund structures and governance

  • Proficiency in portfolio construction and liability-driven investment (LDI)

  • Ability to assess and manage risks specific to long-term investment horizons

  • Knowledge of ESG integration and regulatory compliance

  • A professional certificate recognized across the pension and finance sectors

Jobs You Can Get After Completing This Course:

  • Pension Fund Investment Manager

  • Institutional Asset Manager

  • Portfolio Analyst – Retirement Funds

  • Pension Strategy Consultant

  • Fund Trustee / Fiduciary Manager

  • Investment Risk Analyst

  • Regulatory Advisor – Pension Investments

Corporate Group Training

  • Customized Training
  • Onsite / Virtual
  • Instructor-led Delivery
  • For small to large groups

Request Brochure

Get a 10% discount

If you enrol two months in advance

Select your preferred training delivery mode

Group-Icon2
Small Groups

With small groups of students, our instructors can work closely with each student.

Schedule
Flexible Class Schedules

Our class schedules are flexible on weekdays, weekend, or evenings to suit your schedule.

Instructors
Experienced Instructors

Our instructors follow a modified are personalized approach to engage students during class

Lab-Facilities
Hi-Tech Lab Facilities

Our students can access our lab facilities anytime for practical experience during and after studies.

Syllabus

Syllabus

Module 1: Pension Funds – Overview and Structure

  • Types of pension schemes (defined benefit vs defined contribution)
  • Regulatory frameworks and fiduciary responsibilities
  • Demographics and actuarial inputs
  • Pension governance and oversight

Module 2: Investment Strategy for Pension Funds

  • Strategic Asset Allocation (SAA) for long-term portfolios
  • Matching assets to liabilities (LDI approach)
  • Diversification and correlation principles
  • Role of alternative assets in pension portfolios

Module 3: Asset Classes and Instruments

  • Equities, fixed income, real assets, private equity, infrastructure
  • Derivatives for hedging pension liabilities
  • Currency and inflation-linked products
  • ESG and impact investing for pension funds

Module 4: Risk Management and Scenario Planning

  • Identifying and mitigating longevity, inflation, and market risks
  • Stress testing and scenario modeling
  • Dynamic asset allocation
  • De-risking strategies near retirement

Module 5: Performance Measurement and Reporting

  • Key metrics: IRR, Sharpe ratio, funding ratio
  • Benchmarking and attribution analysis
  • Regulatory and stakeholder reporting
  • Communicating investment performance to trustees and members

Module 6: Emerging Trends and Global Best Practices

  • Evolving regulations and governance models
  • Global case studies and comparative insights
  • Tech and AI in pension management
  • Sustainable investing trends and policy shifts

Capstone: Pension Fund Strategy Simulation

  • Simulated pension portfolio development
  • Risk-reward analysis and scenario planning
  • Investment strategy presentation and feedback
  • Final assessment and certification


When would you like to start?

22/09/202510:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
29/09/202510:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
06/10/202510:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
13/10/202510:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
20/10/202510:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
27/10/202510:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
03/11/202510:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
10/11/202510:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
17/11/202510:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
24/11/202510:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
01/12/202510:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
08/12/202510:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
15/12/202510:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
05/01/202610:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
12/01/202610:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
19/01/202610:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
26/01/202610:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
02/02/202610:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
09/02/202610:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
16/02/202610:00 – 17:00Mon - Fri5 DaysClassroom/ Live-onlinePlaces available Future Dates/Request Price
23/02/202610:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
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09/03/202610:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
16/03/202610:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
23/03/202610:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
30/03/202610:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
13/03/202610:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
20/03/202610:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
27/03/202610:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price
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18/05/202610:00 – 17:00Mon - Fri5 Days Classroom/ Live-onlinePlaces available Future Dates/Request Price

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