Training on Pension Risk Management & Investment Strategies
Learn pension risk management, investment strategies, and portfolio optimization for sustainable fund performance.
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
Managing pension fund risks while achieving sustainable investment returns is critical for long-term fund stability and member security. Pension funds face various risk including market volatility, inflation, and longevity which require robust strategies and informed decision-making.
This course provides a practical understanding of pension risk management and investment strategies. Participants will learn how to identify, assess, and mitigate risks while optimizing investment portfolios to achieve stable and long-term returns.
Duration
5 Days
Who Should Attend
- Pension fund trustees and board members
- Investment managers and analysts
- Pension administrators
- Risk and compliance officers
- Finance and asset management professionals
What you'll walk away with
By the end of this course, participants will be able to:
- Understand key risks affecting pension funds
- Apply investment strategies for sustainable returns
- Analyze and manage portfolio risks
- Develop risk mitigation and diversification strategies
- Enhance decision-making in pension fund investments
What we cover, module by module
Module 1: Fundamentals of Pension Risk Management
- Overview of pension fund risks
- Types of risks (market, credit, liquidity, longevity)
- Risk-return relationships
- Risk management frameworks
- Case Study: Pension fund risk scenarios
- Practical: Identifying pension risks
Module 2: Investment Strategies for Pension Funds
- Investment objectives and policies
- Asset classes and investment options
- Strategic and tactical asset allocation
- Portfolio diversification
- Workshop: Developing an investment strategy
- Case Study: Investment performance analysis
Module 3: Portfolio Risk Analysis & Management
- Measuring and analyzing investment risks
- Portfolio balancing and optimization
- Hedging and risk mitigation techniques
- Stress testing and scenario analysis
- Practical: Portfolio risk assessment
- Case Study: Managing market volatility
Module 4: Asset-Liability Management (ALM)
- Principles of asset-liability matching
- Aligning investments with pension liabilities
- Managing funding risks
- Long-term investment planning
- Workshop: ALM strategy development
- Case Study: ALM in pension funds
Module 5: Governance, Compliance & Performance Monitoring
- Investment governance frameworks
- Regulatory compliance requirements
- Monitoring portfolio performance
- Reporting and decision-making
- Capstone Exercise: Pension risk and investment strategy plan
Where the change lands
Individual Impact
- Strong understanding of pension risk management
- Improved investment and portfolio management skills
- Enhanced ability to manage financial risks
- Increased confidence in decision-making
Organizational Impact
- Improved risk management and investment performance
- Enhanced portfolio stability and sustainability
- Better compliance and governance
- Increased stakeholder confidence
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 Risk Management & Investment Strategies 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.