Training on Pension Fund Investment & Portfolio Diversification
Professional course on pension investments focusing on asset allocation, diversification, and performance optimization.
Next intake
20 Jul 2026 · Nakuru
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Intermediate
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
Effective pension fund investment and diversification are essential for achieving sustainable returns while managing risk. Pension funds must balance growth, income, and capital preservation through well-structured and diversified portfolios.
This course provides a practical understanding of investment strategies, asset allocation, and portfolio diversification in pension fund management. Participants will learn how to construct resilient portfolios, optimize returns, and manage investment risks in line with regulatory requirements and long-term objectives.
Duration
5 Days
Who Should Attend
- Pension fund trustees and board members
- Investment managers and analysts
- Pension fund administrators
- Finance and risk management professionals
- Asset and fund managers
What you'll walk away with
By the end of this course, participants will be able to:
- Understand pension fund investment principles
- Apply portfolio diversification strategies
- Analyze asset classes and investment options
- Manage investment risks and returns
- Optimize portfolio performance for long-term sustainability
What we cover, module by module
Module 1: Fundamentals of Pension Fund Investment
- Overview of pension fund investments
- Investment objectives and policy statements
- Risk-return trade-offs
- Key investment concepts and terminology
- Case Study: Pension fund investment performance
- Practical: Developing investment objectives
Module 2: Asset Classes & Allocation Strategies
- Overview of asset classes (equities, bonds, real estate, alternatives)
- Strategic vs tactical asset allocation
- Portfolio construction principles
- Diversification benefits
- Workshop: Asset allocation strategy design
- Case Study: Asset allocation decisions
Module 3: Portfolio Diversification Techniques
- Diversification across asset classes and regions
- Managing concentration risk
- Correlation and portfolio balancing
- Rebalancing strategies
- Practical: Building a diversified portfolio
- Case Study: Portfolio diversification success
Module 4: Risk Management & Performance Measurement
- Identifying investment risks (market, credit, liquidity)
- Risk mitigation strategies
- Performance evaluation metrics
- Benchmarking and reporting
- Workshop: Risk assessment exercise
- Case Study: Managing investment risks
Module 5: Governance, Compliance & Investment Best Practices
- Investment governance frameworks
- Regulatory compliance in pension investments
- Monitoring fund managers
- Emerging trends in pension fund investments
- Capstone Exercise: Pension portfolio strategy plan
Where the change lands
Individual Impact
- Strong understanding of pension investment strategies
- Improved skills in portfolio diversification and risk management
- Enhanced ability to analyze and optimize investments
- Increased confidence in investment decision-making
Organizational Impact
- Improved portfolio performance and returns
- Better risk management and diversification
- Enhanced governance and compliance
- Increased long-term sustainability of pension funds
Dates and locations
Upcoming intakes
Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.
| City | Starts | Ends | Delivery | Book |
|---|---|---|---|---|
NakuruNext | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kigali | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Accra | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kisumu | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Johannesburg | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Dakar | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
- NakuruNext
20 Jul → 24 Jul·In-Person
Book this intake - Kigali
20 Jul → 24 Jul·In-Person
Book this intake - Accra
20 Jul → 24 Jul·In-Person
Book this intake - Kisumu
27 Jul → 31 Jul·In-Person
Book this intake - Johannesburg
27 Jul → 31 Jul·In-Person
Book this intake - Dakar
27 Jul → 31 Jul·In-Person
Book this intake
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
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Course finder
Find the right course for you
Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.
For corporate teams
Training 10+ professionals?
We deliver Training on Pension Fund Investment & Portfolio Diversification in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.