Retirement Fund Trustee Education

Retirement Fund Trustee Education

The ASISA Academy, in partnership with the ASISA Foundation, delivers a range of engaging online workshops on a fully-funded basis to South African Trustees and Principal Officers. You can can also earn CPD points by participating in these independent industry-approved workshops. Click on a workshop below for more information.

The ASISA Academy, in partnership with the ASISA Foundation, delivers a range of engaging online workshops on a fully-funded basis to South African Trustees and Principal Officers. You can can also earn CPD points by participating in these independent industry-approved workshops. Click on a workshop below for more information.

Trustee Governance & Ethics

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...

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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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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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Default Regulations

This workshop for retirement fund trustees and principal officers covers default regulations for retirement funds and default preservation and portability and annuity strategies as well as how to communicate this information to fund members...

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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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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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Death Benefits

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...

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Employee Benefits

This workshop gives retirement fund trustees and principal officers an overview of employee benefits in retirement funds. Topics include products and their benefits, fund administration, governance and compliance, beneficiary cashflows...

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Annual Financial Statement Analysis

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...

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Professional Trustee Qualification

Professional Principal Executive Officer (Retirement Fund Trustees)
This occupational qualification formally recognises Trustees' knowledge and experience, lending professional credibility to the critical importance of the role of Trustees in managing retirement...

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