Introduction
The current business environment has moved from complexity to extreme unpredictability. The economic and market environment has become brittle and non-linear. Effective Risk Management has become an important tool in ensuring successful navigation within this environment. Organizations will need to leverage on Enterprise Risk management for the upside risk and enhance organization or fund value through opportunity seeking.
Boards of Directors and Management need to continuously upskill to ensure they can deliver exceptionally for their stakeholders. Pension fund risk management is a critical aspect of ensuring the long-term viability and stability of pension plans. It involves identifying, assessing, and mitigating risks that can impact the financial health of the fund.
Objectives of the Course
This course is designed to equip the participants with the relevant up-to-date knowledge in addressing the dual of addressing Risk management and prudent investments within the fund/organization . It will provide tools and techniques to help the organization manage the risks effectively
Investing for pension funds involves creating a diversified investment portfolio that balances risk and return to ensure the fund can meet its expected returns. In this course we shall explore some key investment strategies and asset classes commonly used by investment and pension funds:
Specific Objectives of the Workshop
- Understand the concepts of Enterprise Risk Management and effective portfolio management.
- To enhance the capacity for regular Risk Assessment on the portfolio.
- Provide guidance on both risk and investment Policies Development
- To create the understanding on effective diversification of assets.
- Provide a risk based choice for different Asset Classes
- Implement effective considerations for Investment Strategies
- Explore the place of emerging technologies in funds management.
Content
Day 1
- Arrival and Registration
- Introduction to Risk and Risk Management
- Business for a Risk Management in pension funds
- Emerging issues in Management and governance of Pension Funds
Day 2
- Risk Management and Internal Controls in Funds management
- Main types of risk classes that firms face and have to cope with Fundamental concepts of each of the risk classes.
- Understanding a Risk-Management Approach.
- The need for Internal Controls.
Day 3
- Strategies to build resilient Investment Portfolio
- Asset allocation – Balancing efficiency and returns.
- Alternative Investments – the how and when?
- Futuristic Management of PF – The place of Technology
- The Changing Governance of Pension Funds
- Common Challenges and pitfalls of PF
Day 4
- Governance Risk and Compliance within a fund environment.
- Global best practice in portfolio management – the place of Emerging technologies.
- Developing an investment policy for effective Fund management.
Day 5
- Case studies in ERM
- Summarizing key takeaways
- Dinner for participants
Day 6
- Dubai City tour(Optional)
Who Should Attend
- Board of directors
- Trustees of funds
- Finance directors
- Heads of Investments
- Risk and Compliance Officers
- Senior Management teams
- Heads of Finance
- Audit and Risk Committees
- Finance and investment Committees
- Strategy and planning officers
- Legal Officers
- Internal Auditors
Course Fees Per Delegate / Participant
- USD 2,850 – Inclusive of VAT