Course Outline

Module 1: Introduction to Pension Fund Administration

• Overview of pension fund types and structures (defined benefit, defined contribution)
• Key regulatory frameworks and compliance requirements
• Roles and responsibilities of pension fund administrators
• Case Study: Evaluating the administration practices of a pension fund and identifying areas for improvement

Module 2: Investment Strategies and Portfolio Management

• Principles of pension fund investment and asset allocation
• Investment options: equities, bonds, real estate, and alternatives
• Risk-return analysis and portfolio diversification
• Project: Designing an investment strategy for a pension fund based on specific goals and risk tolerance

Module 3: Fund Valuation and Performance Measurement

• Methods for valuing pension fund assets and liabilities
• Key performance indicators (KPIs) and benchmarks for pension funds
• Techniques for assessing fund performance and reporting
• Case Study: Conducting a valuation of a pension fund and analyzing its performance using various metrics

Module 4: Risk Assessment and Management

• Identifying and assessing risks in pension fund management
• Strategies for mitigating investment, longevity, and operational risks
• Stress testing and scenario analysis
• Project: Developing a risk management plan for a pension fund, including risk mitigation strategies and contingency planning

Module 5: Governance and Compliance in Pension Fund Management

• Best practices for governance and internal controls
• Regulatory compliance and reporting requirements
• Ethical considerations and stakeholder communication
• Case Study: Reviewing and improving the governance framework and compliance procedures of a pension fund