RFTE

The ASISA Foundation RFTE programme provides training to retirement fund trustees and principal officers to improve their financial literacy and increase governance and management behavior to improve their fund members’ retirement prospects.

The ASISA Academy is the preferred service provider for the ASISA Foundation which receives grant funding from sponsors.

In collaboration with Today's Trustee magazine, the ASISA Foundation produced a number of trustee education supplements.

TARGET AUDIENCE

Retirement fund trustees in general, but with specific focus on member-elected trustees and newly elected trustees who are often unskilled in the workings of retirement funds and how to adequately fulfil their fiduciary roles and obligations.

CONTENT AND DELIVERY

Full-day (6-hour) workshops covering the following themes:

  • Investment fundamentals
  • Retirement fund trustee governance and ethics
  • Responsible investing
  • Employee benefits


Half-day (3-hour) workshops covering the following themes:

  • Fund annual financial statement analysis
  • Investment policy statement formulation and assessment
  • Section 37C death benefits
  • Investment management fees and costs
  • Default regulations
  • Private equity
  • Infrastructure investing

REACH & IMPACT