Edition: October / December 2016
EXPERT OPINION

ASISA

ARE YOU IN NEED OF . . .

Over the past two years the ASISA Foundation, in partnership with the ASISA Academy and BATSETA, has delivered 36 workshops to more than 500 South African retirement fund trustees and principal officers.

These workshops equip delegates to effectively fulfil their respective roles, thereby enhancing the retirement prospects of the fund members and beneficiaries.

By pooling the grant funding from sponsors for trustee education the ASISA Foundation can make these workshops available on a fully-funded basis to South African retirement funds and their trustees. This pooling arrangement ensures that the workshops remain independent of any bias from individual service providers.

THE WORKSHOPS

The following four workshops are available to retirement fund boards:

1. 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.

2. 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.

3. ANNUAL FINANCIAL STATEMENT ANALYSIS (˝ day)

Tailored workshop for individual funds

4. INVESTMENT POLICY STATEMENT FORMULATION AND

ASSESSMENT (˝ day)

Tailored workshop for individual funds

5. RESPONSIBLE INVESTING (1 day)

Launches in October 2016

6. EMPLOYEE BENEFITS (1 day)

Launches in November 2016

THE PRESENTERS

To further ensure the independence of the content of the workshops, one of the key requirements of the Academy’s presenters is that they are currently not staff members of any financial services providers. With more than 8 years of combined trustee education experience and more than 70 years of combined investment industry experience, our team of highly qualified and independent presenters is available to run the workshops anywhere in South Africa.

BATSETA CPD POINTS

The ASISA Academy and ASISA Foundation have 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.

CONTACT DETAILS

For further information, please contact the

ASISA Academy Trustee Education programme champion, David Morris, on 083 377 9380 or visit the website at www.asisaacademy.org.za or scan this QR code.