Public Investment Strategy and Governance Course

Name: Public Investment Strategy and Portfolio Governance Training Course
Availability: InStock

Translate public investment mandates into governed allocation, risk, liquidity, manager, ownership, and performance decisions.

Public Investment Strategy and Governance Course

At a glance

Duration: 5 days
Format: Classroom
Cities: Bangkok, Frankfurt, Bali, Montreux, Geneva, Trabzon and more
Next session: 11 – 15 October 2026, Bangkok
Average fee: 5,800 €

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Public Investment Strategy and Portfolio Governance Training Course

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Overview

Public Investment Strategy and Portfolio Governance Training Course is a five-day advanced course for public fund leaders who leave with a Public Investment Strategy and Governance Pack. The course connects investment mandates, financial and public-value objectives, governance, strategic asset allocation, risk budgeting, liquidity, manager selection, responsible ownership, performance attribution, and transparency. Participants turn owner expectations into portfolio decisions and review evidence. Agile Leaders Training Center delivers this course on public investment strategy and portfolio governance.

Who Should Attend

Public investment functions responsible for mandates, strategy, allocation, and portfolio decisions
Investment committee functions responsible for challenge, approval, oversight, and review
Risk functions responsible for risk appetite, limits, liquidity, concentration, and escalation
Governance functions responsible for decision rights, independence, accountability, and transparency
Manager oversight functions responsible for selection, mandates, monitoring, and termination decisions
Finance and performance functions responsible for benchmarks, attribution, reporting, and owner communication

The course assumes participants already work with institutional investment, governance, finance, or risk decisions and leaves out retail investing, security valuation, infrastructure project appraisal, and trading tactics.

Departments and Industries

The course supports public investment strategy and oversight across institutional asset owners and public finance organizations.

Sovereign wealth, stabilization, savings, development, and strategic investment funds
Public pension, reserve, endowment, and social insurance asset owners
Government finance, ownership, and fiscal-risk functions
Investment strategy, portfolio management, and external-manager teams
Risk, compliance, internal audit, and governance departments
Advisory functions supporting institutional investment policy and reporting

Learning Objectives

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

Build a mandate-to-portfolio decision chain
Apply governance and decision-rights controls
Evaluate strategic asset allocation and risk budgets
Analyze liquidity, concentration, and manager evidence
Use ownership and performance-attribution tools
Build transparent strategy-review and accountability records

Course Agenda

Day 1: Mandate and Governance Architecture

Owner Mandate and Objective Translation Map
Financial and Public-Value Outcome Tree
Investment Horizon and Constraint Register
Board, Committee, and Management Decision-Rights Matrix
Santiago Principles Governance Self-Assessment

Day 2: Allocation and Portfolio Construction

Strategic Asset Allocation Policy Record
Asset-Class Role and Return Driver Map
Portfolio Diversification and Concentration Diagnostic
Risk Budget and Limit Allocation Grid
Liquidity Needs and Funding Capacity Map

Day 3: Implementation and Ownership

Internal and External Management Decision Canvas
Investment Manager Selection Scorecard
Manager Mandate and Monitoring Framework
Responsible Investment Policy Map
Active Ownership and Voting Plan

Day 4: Performance and Strategy Review

Policy Benchmark and Reference Portfolio Map
Investment Performance Attribution Bridge
Risk-Adjusted Outcome Dashboard
Transparency and Stakeholder Reporting Matrix
Investment Strategy Review and Rebalancing Protocol

Day 5: Public Investment Strategy Practice

Suggested Exercise: Mandate and Governance Diagnosis
Suggested Exercise: Allocation and Risk Budget Decision
Suggested Exercise: Manager and Ownership Review
Suggested Exercise: Attribution and Strategy Challenge
Capstone Exercise: Public Investment Strategy and Governance Pack

Practical Exercises

The course uses suggested activities to connect public investment mandates with accountable portfolio decisions.

Suggested activity: translate owner objectives, horizon, constraints, and public-value expectations into an investment mandate.
Suggested activity: test an allocation against diversification, risk-budget, liquidity, and funding evidence.
Suggested activity: compare internal and external management options and build a manager oversight scorecard.
Suggested activity: attribute performance and present a documented strategy review and rebalancing decision.

FAQs

Who suits public investment strategy training, and what does it assume?

Public investment strategy training suits institutional asset-owner leaders and specialists who already work with investment, governance, risk, finance, or performance evidence.

How does public investment strategy differ from private wealth management training?

Public investment strategy connects an owner mandate, public accountability, institutional governance, portfolio scale, long horizons, and stakeholder transparency; private wealth management centers on the objectives and constraints of private clients.

What belongs in a public investment mandate?

A public investment mandate defines purpose, objectives, horizon, eligible investments, risk appetite, liquidity needs, constraints, governance, decision rights, reporting, and review expectations.

How should public funds evaluate strategic asset allocation?

Public funds should evaluate allocation against mandate objectives, horizon, return drivers, diversification, risk budgets, liquidity, funding needs, implementation capacity, costs, and adverse scenarios.

How should public investment performance be reviewed?

Public investment performance should be reviewed against policy benchmarks and mandate objectives, with attribution for allocation and implementation, risk-adjusted outcomes, liquidity, costs, ownership activity, and accountable decisions.

Conclusion

Participants leave with a Public Investment Strategy and Governance Pack containing a mandate map, governance charter, allocation record, risk budget, liquidity map, manager scorecard, ownership plan, attribution dashboard, and strategy review. The pack changes broad owner expectations into traceable portfolio decisions. It supports oversight, transparency, learning, and accountable adjustment.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 21-40 of 74 events

Location	Dates	Duration	Mode	Price
Vienna	Week 01, 2027 4 – 8 January 2027	5 Days	Onsite	€5,700
Athens	Week 01, 2027 4 – 8 January 2027	5 Days	Onsite	€6,700
Marbella	Week 01, 2027 10 – 14 January 2027	5 Days	Onsite	€5,700
Cairo	Week 02, 2027 11 – 15 January 2027	5 Days	Onsite	€4,100
Rome	Week 03, 2027 18 – 22 January 2027	5 Days	Onsite	€5,700
London	Week 04, 2027 25 – 29 January 2027	5 Days	Onsite	€5,700
Barcelona	Week 05, 2027 1 – 5 February 2027	5 Days	Onsite	€5,700
Abu Dhabi	Week 05, 2027 1 – 5 February 2027	5 Days	Onsite	€4,700
Kuala Lumpur	Week 06, 2027 8 – 12 February 2027	5 Days	Onsite	€5,200
Baku	Week 07, 2027 15 – 19 February 2027	5 Days	Onsite	€5,000
Manama	Week 07, 2027 21 – 25 February 2027	5 Days	Onsite	€4,700
Casablanca	Week 09, 2027 1 – 5 March 2027	5 Days	Onsite	€4,100
Toronto	Week 09, 2027 7 – 11 March 2027	5 Days	Onsite	€12,000
Madrid	Week 10, 2027 8 – 12 March 2027	5 Days	Onsite	€5,700
Paris	Week 11, 2027 15 – 19 March 2027	5 Days	Onsite	€5,700
Jakarta	Week 12, 2027 22 – 26 March 2027	5 Days	Onsite	€5,700
San Diego	Week 12, 2027 22 – 26 March 2027	5 Days	Onsite	€14,000
Dubai	Week 13, 2027 29 March – 2 April 2027	5 Days	Onsite	€4,500
Milan	Week 14, 2027 5 – 9 April 2027	5 Days	Onsite	€5,700
Kuala Lumpur	Week 15, 2027 12 – 16 April 2027	5 Days	Onsite	€5,200

Frequently asked questions

What does this course cover?

OverviewPublic Investment Strategy and Portfolio Governance Training Course is a five-day advanced course for public fund leaders who leave with a Public Investment Strategy and Governance Pack. The course connects investment mandates, financial and public-value objectives, governance, strategic asset allocation, risk budgeting, liquidity, manager selecti…

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.

Public Investment Strategy and Governance Course