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Pension Fund Investment Strategies

An HRCI Pre-Approved Training Course

Pension Fund Investment Strategies

Pension Fund Investments, Asset Allocation and Private Equity Firms

HRCI NASBA
Classroom Schedule
Date Venue Fees
06 - 10 Apr 2026 London $ 5,950
18 - 22 May 2026 Dubai $ 5,950
19 - 23 Oct 2026 Dubai $ 5,950
Online Schedule
Date Venue Fees
19 - 23 Oct 2026 Online $ 3,950

This course is also available as a CPD certified training course under the title: Professional Certificate in Pension Fund Investment Strategies

Introduction

Stagnant stock market and changes in the interest rates are having a dramatic impact on pension fund performance and their ability to fund future liabilities. To ensure sufficient resources are available for retirements involve a complex set of decisions and assumptions on asset returns, interest rates, inflation rates and future salary growth.

Since inflation is potentially expected to rise in many economies, pension funds are increasingly searching to invest across different asset classes including real estate to hedge against the threat of rising prices. This GLOMACS Pension Fund Investment Strategy training course focuses on pension fund investment style, asset allocation, performance of their portfolios with particular emphasis on private equity firms. It aims to address many of the current pension issues from both the asset and liability perspectives to give you a holistic appreciation of the complex issues involved. Participants will learn how portfolio theory can be applied to replicate pension fund investment strategy.

This Pension Fund Investment Strategy training course will highlight:

  • The role and purpose of pension funds
  • Pension funding policies
  • Pension fund investment strategies
  • Pension fund asset allocation
  • Performance of their portfolio companies

Objectives

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

  • Understand how pension funds operates
  • Pension fund investors
  • Performance of their portfolio company
  • Differences between pension funds and other funds including private equity
  • Replicating pension fund investment strategies

Training Methodology

This Pension Fund Investment Strategy training course will use an inductive reasoning approach for introducing new terms-concepts-models-methods, followed with highly interactive case-discussion aimed at practical application. The main objective is developing a strong understanding of pension fund investment strategy and how modern tools can be used to estimate risk and returns of pension funds.

Organisational Impact

  • Understanding the performance of pension funds
  • Asset allocations that can be applied to other asset classes
  • Improved risk and return analysis of pension funds
  • Knowledge of how pension funds operate
  • Pension fund performance relative to other funds
  • How pension fund portfolio companies operate

Personal Impact

Participants on this training course will:

  • Have a good understanding of the pension funds.
  • How to measure the risk and returns of pension funds
  • Replicating pension fund investment strategy
  • Relationship between pension fund and private equity funds
  • Performance of private equity relative to pension funds
  • Update themselves on current issues related to pension funds performance

Who should Attend?

This GLOMACS Pension Fund Investment Strategy training course is suitable to a wide range of profession but will greatly benefit:

  • Managers
  • Actuaries
  • Investment Managers
  • Human Resource Professionals
  • Employee Benefit Consultants
  • Risk Consultants
  • Project Leaders and Programme Directors
  • Remuneration Consultants
  • Lawyers involved in pensions wanting to understand the “bigger picture”
Course Outline
Day 1

Overview of Pension Funds

  • What is a pension fund?
  • Types of pensions
  • Main investors of pension funds
  • Asset allocation strategy
  • Investment risk
  • Creating value in pension funds
  • Private equity versus pension funds
Day 2

Portfolio Theory

  • The Markowitz model of portfolio risk
  • The Capital Asset Pricing Model
  • A practical application of the CAPM to a range of companies
  • Long-Term Sources of Finance
  • Types of Equity Capital
  • Calculating WACC and CAPM
  • Short-Term Sources of Finance
  • Replicating pension fund investments
Day 3

Portfolio Management

  • Passive Equity Portfolio Management Strategies
  • Active Equity Portfolio Management Strategies
  • Strategic Asset Allocation
  • Tactical Asset Allocation
  • Style Investing
  • Value versus Growth
  • Pension fund and Private equity portfolio companies
Day 4

Markov Models

  • Introduction to Markov Models
  • Constructing the Markov Model
  • Analyzing the Model
  • Sensitivity Analysis
  • Introduction to Scenario Analysis.
  • Introduction to Monte Carlo Simulation
  • How to apply Markov model to pension fund investments
Day 5

Analyzing the Annual Report and Account

  • Using Ratio and Other Analyses of the Annual Report and Accounts to Assess Financial Position and Financial Performance
  • Profitability and Cost-Volume-Profit (CVP) Analysis
  • Liquidity and the Short-term Solvency
  • Investment and Growth
  • Financial Structure and Long-term Solvency
  • Ratio Analysis using Excel
  • Excel Trend Analysis using Common-size Horizontal Analysis and Vertical Analysis for Comparability
  • Assessing the performance of Pension fund portfolio companies
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates. Continuing Professional Education credits (CPE): In accordance with the standards of the National Registry of CPE Sponsors, one CPE credit is granted per 50 minutes of attendance.
  • The certificate will also have HR Certification Institute (HRCI) reference and the learning hours awarded shall be used toward HRCI re-certification credit(s).
Providers and Associations

Endorsed Education Provider

HRCI
KHDA
NASBA

In Association With

Options & Brochure
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Frequently Asked Question

No. Saudi GLOMACS delivers courses in Saudi Arabia and internationally, including delivery across Europe and Asia. This allows organisations and professionals to access training both locally and abroad.

No. While governance and leadership are part of the portfolio, Saudi GLOMACS delivers training across the entire business and professional lifecycle, including administrative, technical, legal, regulatory, and sector-specific training.

Yes. Saudi GLOMACS designs and delivers bespoke in-house training tailored to organisational objectives, sector requirements, and workforce needs. Training can be delivered in Saudi Arabia or internationally, depending on requirements.

Courses delivered in Saudi Arabia are adapted to reflect local regulatory frameworks, organisational structures, sector conditions, and professional expectations. This ensures training is relevant, practical, and aligned with Saudi workplace realities.

GLOMACS has been delivering professional training for over thirty years, with courses delivered across Europe, the Middle East, Asia, and other international markets.

Saudi GLOMACS combines three decades of global training experience with a clear focus on Saudi market relevance. This allows it to deliver training that is both internationally credible and locally applicable, across a broader range of disciplines than niche or single-focus providers.

Saudi GLOMACS is a Saudi-based professional training provider delivering courses tailored to the Saudi market and applicable internationally. It operates within the global GLOMACS framework and draws on more than three decades of international training experience.

Saudi GLOMACS offers professional training across a wide range of disciplines, including administration, leadership and management, governance and regulation, law, oil and gas, energy, engineering, finance, digital technologies, and sector-specific specialisations.

Training supports professionals across all career stages, from operational roles to specialist and senior responsibilities.

Participants include professionals from public sector, semi-government, and private sector organisations, across a wide range of roles and industries. Attendees range from administrative and operational professionals to technical specialists, managers, and senior decision-makers.

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