Next Level Investments

The purpose of understanding more advanced investment principles for a retirement fund is to be able to optimize portfolio performance, manage risk, and align the investment strategy with the fund’s long-term objectives and liabilities. By diversifying across asset classes, employing sophisticated risk management techniques, and accessing unique investment opportunities, retirement funds aim to maximise returns while prudently managing risk over the fund’s investment horizon.

Key concepts

The course is designed to help you:

Gain a deeper understanding of complex investment concepts and practices;
Develop the skills to assess risks, analyze market trends, and identity opportunities for optimizing investment portfolios;
Be equipped with a broader toolkit of investments and strategies;
Obtain the knowledge and expertise necessary to fulfil your fiduciary responsibilities effectively;
Have a deeper understanding of advanced investment concepts, so that you can engage more effectively with investment professionals, colleagues, and stakeholders;
Make informed decisions that align with the goals and objectives of your fund.

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Syllabus

The course consists of 6 modules and will take approximately 5-6 hours of learning time to complete, including assessments and exercises.

Modules 1 - 6

Module 1: Trustees and Investments Governance

This section will provide trustees with a better understanding of how to act with due diligence and in good faith when making investment related decisions - understanding negligence, and the delegating of investment decisions.

Module 2: Trustees, Regulation 28, and Investment Policy Statements (IPS’S)

This module will give you a brief introduction to Regulation 28 which forms part of the Pension Funds Act going through the principles for their Investment Policy Statements.

Module 3: Markets Update and Investment Recap

This module will take you through a market update – looking at, equity markets, capital markets, factors impacting on markets, amongst other issues that pertain to and impact upon retirement funds.

Module 4: Investment Products

This module will provide a comprehensive understanding of a wide range of investment products, covering traditional, alternative, derivative, and structured products. It includes theoretical knowledge, practical examples, and considerations for evaluation and selection, along with insights into regulatory frameworks and investor protection measures.

Module 5: Investment Strategy Areas

This module is designed to provide a comprehensive understanding of various investment strategy areas, including fundamental analysis, technical analysis, quantitative analysis, value investing, growth investing, income investing, asset allocation, alternative investment strategies, ESG investing, and behavioural finance. It covers theoretical principles, practical strategies, case studies, and considerations for effective implementation in investment decision-making.

Module 6: Introduction to Behavioural Finance

This module integrates the principles of behavioural finance into various investment strategy areas, emphasizing the importance of understanding psychological biases and heuristics in investment decision-making. It covers theoretical concepts, practical strategies, case studies, and behavioural considerations to enhance the participants' understanding and effectiveness in investment management.

What you earn

CPD Hours

Course fees

Fund Bookings

All costs are per learner and exclusive of VAT. Bulk discounts are available for groups of 5 or more.

This course is designed to train you to deal with advanced aspects relating to investments and provides the knowledge necessary for trustees and their advisors. It is assumed that participants have a basic understanding of investments, and basic structures of retirement funds.