Retirement Fund Trustee education is undertaken by the ASISA Foundation in partnership with the ASISA Academy. The ASISA Academy and ASISA Foundation have also entered into a collaborative arrangement with the Batseta Council for Retirement Funds where the Academy provides trustee education to Batseta members who in turn, are awarded continuing professional development points for completing the workshops.

These workshops equip delegates to effectively fulfil their respective roles, thereby enhancing the retirement prospects of the fund members and beneficiaries. The workshops are available on a fully-funded basis to SA retirement funds and their trustees. Workshops are subject to independent monitoring and evaluation.

The following workshops are currently available:

  • INVESTMENT FUNDAMENTALS & ACTIVE OWNERSHIP

    (2 days – 9 Batseta CPD points)

    On day one delegates get to grips with the basics of interest rates, inflation, GDP and exchange rates, through to more advanced sessions on asset classes, risk and return. Day two turns to the role of trustees as responsible and active asset owners with a clear focus on investment policy formulation including environmental, social and governance aspects.

  • TRUSTEE GOVERNANCE AND ETHICS

    (1 day – 6 Batseta CPD points)

    Putting in place the right building blocks is critical. The morning session looks at the purpose and workings of a retirement fund, trustees’ fiduciary duties, applicable legislation and the role played by each stakeholder in the pension fund value chain. The afternoon session builds on the morning with an engaging evaluation of ethical trustee behaviour and conflicts of interests using relevant case studies.

  • ANNUAL FINANCIAL STATEMENT ANALYSIS

    (½ day)

    A tailored workshop for individual funds

  • INVESTMENT POLICY STATEMENT FORMULATION AND ASSESSMENT

    (½ day)

    A tailored workshop for individual funds

  • RESPONSIBLE INVESTING

    (1 day)
  • EMPLOYEE BENEFITS

    (1 day)

For more information, visit the ASISA Academy website here

Retirement Fund Trustees attending various workshops

Saver Waya-Waya Photo
Saver Waya-Waya Photo