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...

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...

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...

This workshop gives retirement fund trustees and principal officers an overview of beneficiary funds, employee benefit trusts and the guardian’s fund. Topics include the regulation of beneficiary funds and employee benefit trusts, tax implications...

This workshop gives retirement fund trustees and principal officers an overview of employee death benefits within the context of retirement funds. Topics include the objectives of death benefits in reference to the Pension Funds Act, trustees’ duties...

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...

This workshop gives retirement fund trustees and principal officers an overview of trustee governance and ethical conduct. Topics include the purposes of different retirement fund products, roles and responsibilities of trustees and potential conflicts of interest...

This workshop gives retirement fund trustees and principal officers an overview of employee death benefits within the context of retirement funds. Topics include the objectives of death benefits in reference to the Pension Funds Act, trustees’ duties...

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...

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...

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...

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...

This workshop provides retirement fund trustees and principal officers with an overview of the purpose, content and use of annual financial statements, as well as a high-level analysis of a retirement fund’s recent financial statements...

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

Protection of Personal Information Act (POPIA) Workshop
The Bill of Rights (section 14 of the Constitution of South Africa) provides that everyone has a right to privacy. POPIA gives effect to this right in that it promotes the protection of personal information....