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 construction in the context of Regulation 28 of the Pension Funds Act.

The ASISA Academy, in partnership with the ASISA Foundation, delivers this CPD points-bearing workshop online via MS Teams on a fully-funded basis to South African Trustees and Principal Officers. To non-trustees who wish to attend these workshops, a fee of R2,125 Excl. VAT will be charged.

To download our detailed Trustee Education brochure, click here.