Investments Workshops

Investment Fundamentals

This workshop gives retirement fund trustees and principal officers an overview of investment fundamentals in retirement funds. The topics include the SA economy, major asset classes, financial markets, risk/return dynamics and portfolio...

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Basics of Alternative Investments

This workshop gives retirement fund trustees and principal officers an overview of Alternative Investments. The topics include the types of alternative investments, case for alternative investments, alternative investments and sustainability...

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Responsible Investing

This workshop gives retirement fund trustees and principal officers an overview of the fundamentals of responsible investing and how the principles can be practically applied in retirement funds. Trustees are empowered to ensure their fund adheres to the global...

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Infrastructure Investing

This workshop gives retirement fund trustees and principal officers an overview of the fundamentals of infrastructure investing and how the principles can be practically applied in retirement funds...

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Hedge Funds

This workshop provides retirement fund trustees and principal officers with an overview of the local and international history of hedge funds. It also covers the strategies and techniques, as well as the legal structures of hedge funds...

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Exchange Traded Funds (ETFs)

This workshop provides retirement fund trustees and principal officers with an overview of the Exchange Traded Funds (ETFs), as well as the role players and the regulatory framework...

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Investment Management Fees & Costs

This workshop gives retirement fund trustees and principal officers an overview of the investment management fees & costs in retirement funds. Topics include methods of calculating fees, governance requirement of PF130 relating to fees...

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Investment Policy Statement Analysis

This workshop gives retirement fund trustees and principal officers an overview of the analysis and development of an investment policy statement for retirement funds...

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Private Equity Investing

This workshop gives retirement fund trustees and principal officers an introduction to private equity (PE). Topics include PE as an asset class in South Africa, PE investment value chain, PE fees, PE performance relative to other asset classes, its role in responsible investing...

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