Pension Fund Investment and Governance Course

Name: Pension Fund Investment and Scheme Governance Training Course
Availability: InStock

Connect fiduciary purpose, investment policy, asset allocation, manager oversight, risk, regulation, and member outcomes.

Pension Fund Investment and Governance Course

At a glance

Duration: 1 Week
Format: Classroom
Cities: Madrid, Porto, Cape town, Dubai, Tbilisi, Singapore and more
Next session: 26 – 30 October 2026, Madrid
Average fee: 5,750 €

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Pension Fund Investment and Scheme Governance Training Course

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Overview

Pension Fund Investment and Scheme Governance Training Course is a one-week advanced course for pension governing bodies, executives, investment committees, risk, compliance, actuarial, finance, and asset-owner teams that leaves participants with a Pension Governance and Investment Toolkit. Participants connect fiduciary purpose, delegated authority, investment policy, liabilities, asset allocation, manager oversight, liquidity, risk, costs, performance, regulation, and member outcomes. The course turns board information into traceable decisions without giving investment advice. Agile Leaders Training Center presents pension fund investment and scheme governance as one accountable oversight system.

Who Should Attend

Governing-body functions responsible for member interests, accountability, delegations, and reserved decisions
Investment-committee functions responsible for objectives, policy, allocation, managers, risk, and performance
Executive functions responsible for scheme operations, service providers, reporting, and decision implementation
Risk and compliance functions responsible for controls, conflicts, regulatory mapping, and assurance
Actuarial and finance functions responsible for funding, liabilities, liquidity, projections, and financial information
Asset-owner functions responsible for mandates, stewardship, cost oversight, and investment operations

The course assumes participants contribute to pension governance, funding, investment, or oversight decisions and leaves out personal financial advice, security selection, actuarial qualification, and jurisdiction-specific legal advice.

Departments and Industries

The course supports pension governance and investment oversight across:

Trustee, governing-board, investment, risk, compliance, actuarial, finance, and internal-audit functions
Occupational, personal, public-service, and employer-sponsored pension arrangements
Asset-owner, investment-management, custody, administration, and advisory organizations
Corporate groups, financial institutions, public entities, and nonprofit organizations
Defined-benefit, defined-contribution, and hybrid pension structures where applicable

Learning Objectives

By the end of this course, participants will be able to:

Apply governing-body duties and decision authorities
Build a pension investment policy and beliefs framework
Analyze liabilities, liquidity, risk, and asset-allocation constraints
Evaluate external managers and service providers
Use performance, cost, risk, and member-outcome dashboards
Prioritize regulatory gaps, conflicts, and board actions

Course Agenda

Day 1: Pension Governance Architecture

Member-Interest and Fiduciary-Purpose Statement
Governing-Body Accountability and Reserved-Matter Map
Oversight, Executive, and Service-Provider Responsibility Matrix
Board Competence, Conflict, and Conduct Register
Pension Regulation Applicability and Evidence Map

Day 2: Investment Policy and Asset Allocation

Investment Beliefs and Retirement-Income Objective Framework
Liability Profile and Investment-Horizon Assessment
Risk-Return, Liquidity, and Constraint Register
Strategic Asset Allocation Decision Framework
Diversification, Concentration, and Rebalancing Policy

Day 3: Mandates and Manager Oversight

Investment Mandate and Benchmark Design Checklist
Manager Selection and Due-Diligence Scorecard
Performance, Risk, Cost, and Attribution Dashboard
Responsible Investment and Stewardship Oversight Matrix
Custodian, Administrator, and Adviser Control Review

Day 4: Risk, Regulation and Member Outcomes

Pension Risk Budget and Appetite Statement
Funding, Actuarial, and Asset-Liability Information Pack
Operational, Investment, Governance, and Outsourcing Risk Register
Regulatory Reporting and Supervisory-Readiness Checklist
Member Outcome, Disclosure, and Communication Dashboard

Day 5: Pension Governance Practice

Suggested Exercise: Map Duties, Delegations, and Conflicts
Suggested Exercise: Test Investment Objectives and Constraints
Suggested Exercise: Review Allocation and Manager Evidence
Suggested Exercise: Diagnose Risk and Member-Outcome Gaps
Capstone Exercise: Pension Governance and Investment Toolkit

Practical Exercises

The course uses suggested activities to practice pension-governance decisions:

Suggested activity: map governing-body duties, reserved matters, delegations, conflicts, and evidence of oversight
Suggested activity: translate liabilities, funding, liquidity, investment horizon, and member objectives into policy constraints
Suggested activity: compare asset-allocation choices, manager mandates, performance, costs, risks, stewardship, and service-provider controls
Suggested activity: assemble a board pack connecting regulatory gaps, member outcomes, risk actions, and decision records

FAQs

Who does pension fund investment and scheme governance training suit, and what does it assume?

Pension fund investment and scheme governance training suits governing-body, executive, investment, risk, compliance, actuarial, finance, and asset-owner professionals and assumes involvement in pension oversight or decision support.

How does pension governance training differ from personal retirement-investment training?

Pension governance training addresses institutional duties, scheme structures, policies, delegations, asset oversight, controls, and member outcomes, while personal retirement-investment training addresses individual saving and product choices.

How should pension liabilities influence investment governance?

Pension liabilities should inform investment horizon, liquidity, risk tolerance, return objectives, asset-liability analysis, stress testing, and the governing body's assessment of whether strategy supports expected benefit obligations.

What should a pension investment policy contain?

A pension investment policy should connect purpose, objectives, beliefs, liabilities, risk appetite, liquidity, strategic allocation, diversification, rebalancing, permitted activities, delegations, mandates, performance measures, costs, stewardship, monitoring, and review.

How should a pension governing body oversee external managers?

A pension governing body should define mandates, selection criteria, authority, reporting, performance and risk measures, cost expectations, stewardship duties, conflicts, escalation, review triggers, and termination arrangements while retaining ultimate accountability.

Conclusion

Participants take back a Pension Governance and Investment Toolkit containing the duty map, delegation matrix, regulatory register, investment-policy framework, allocation record, manager scorecard, risk register, dashboard, and board decision log. The toolkit makes assumptions, evidence, ownership, and member impact traceable. It helps governing bodies oversee pension assets and scheme operations through a documented decision process.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 61-75 of 75 events

Location	Dates	Duration	Mode	Price
Muscat	Week 31, 2027 8 – 12 August 2027	1 Week	Onsite	€5,700
Jakarta	Week 33, 2027 16 – 20 August 2027	1 Week	Onsite	€5,700
Doha	Week 33, 2027 22 – 26 August 2027	1 Week	Onsite	€5,500
Madrid	Week 35, 2027 30 August – 3 September 2027	1 Week	Onsite	€5,700
Vienna	Week 36, 2027 6 – 10 September 2027	1 Week	Onsite	€5,700
Nairobi	Week 36, 2027 12 – 16 September 2027	1 Week	Onsite	€4,500
Prague	Week 38, 2027 20 – 24 September 2027	1 Week	Onsite	€6,000
Abu Dhabi	Week 38, 2027 20 – 24 September 2027	1 Week	Onsite	€4,700
Istanbul	Week 39, 2027 27 September – 1 October 2027	1 Week	Onsite	€4,500
Tokyo	Week 40, 2027 4 – 8 October 2027	1 Week	Onsite	€10,000
San Diego	Week 41, 2027 11 – 15 October 2027	1 Week	Onsite	€14,000
Casablanca	Week 42, 2027 18 – 22 October 2027	1 Week	Onsite	€4,100
Milan	Week 42, 2027 18 – 22 October 2027	1 Week	Onsite	€5,700
Munich	Week 43, 2027 25 – 29 October 2027	1 Week	Onsite	€5,700
Frankfurt	Week 43, 2027 25 – 29 October 2027	1 Week	Onsite	€5,700

Frequently asked questions

What does this course cover?

OverviewPension Fund Investment and Scheme Governance Training Course is a one-week advanced course for pension governing bodies, executives, investment committees, risk, compliance, actuarial, finance, and asset-owner teams that leaves participants with a Pension Governance and Investment Toolkit. Participants connect fiduciary purpose, delegated authori…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Pension Fund Investment and Governance Course