This course provides a comprehensive introduction to how sovereign wealth funds and pension funds are structured, governed, and managed in today’s global financial system. Learners explore investment mandates, liability-driven frameworks, asset allocation models, and risk-governance practices used by the world’s largest public institutions. Through real-world case studies and modern analytical tools, the program explains how long-term capital is invested to balance returns, stability, and sustainability. Designed for policymakers, analysts, and investment professionals, it equips participants to navigate one of the most influential and complex areas of institutional finance.
Growth
Skills & learning objectives
There are 11 modules in this class
- Definition and Purpose of Sovereign Wealth Funds (SWFS)Unlock this class to watch2m 9s
- Definition and Purpose of Pension FundsUnlock this class to watch2m 28s
- Historical Evolution and Global TrendsUnlock this class to watch4m 42s
- Role of Institutional Investors in Capital Markets and Key Differences Between SWFs and Pension FundsUnlock this class to watch3m 46s
- Principles of Good Governance: Santiago Principles for SWFsUnlock this class to watch4m 24s
- Legal and Regulatory StructuresUnlock this class to watch2m 55s
- Fiduciary Responsibilities and AccountabilityUnlock this class to watch2m 59s
- Transparency and Reporting StandardsUnlock this class to watch2m 28s
- Stakeholder Management and Public CommunicationUnlock this class to watch1m 58s
- Ethical Considerations and ESG IntegrationUnlock this class to watch2m 34s
- Strategic and Tactical Investment ObjectivesUnlock this class to watch3m 43s
- Asset Allocation PrinciplesUnlock this class to watch2m 29s
- Risk-Return OptimizationUnlock this class to watch2m 38s
- Liability-Driven Investing (LDI)Unlock this class to watch2m 27s
- Benchmarking and Performance MetricsUnlock this class to watch2m
- Investment Mandates and GuidelinesUnlock this class to watch2m 19s
- Public EquitiesUnlock this class to watch2m 2s
- Fixed Income and Sovereign BondsUnlock this class to watch2m 10s
- Private Equity and Venture CapitalUnlock this class to watch2m 19s
- Real Estate and InfrastructureUnlock this class to watch2m 36s
- Commodities and Natural ResourcesUnlock this class to watch2m 30s
- Hedge Funds and Complex DerivativesUnlock this class to watch2m 25s
- Emerging and Frontier MarketsUnlock this class to watch2m 27s
- Market and Credit Risk IdentificationUnlock this class to watch2m 18s
- Liquidity and Operational RisksUnlock this class to watch2m 16s
- Geopolitical Risk AnalysisUnlock this class to watch2m 5s
- ESG Risk IntegrationUnlock this class to watch2m 7s
- Stress Testing and Scenario AnalysisUnlock this class to watch1m 41s
- Risk Governance StructuresUnlock this class to watch1m 48s
- Portfolio Risk Management ToolsUnlock this class to watch2m 12s
- Pension Plan Design and FundingUnlock this class to watch2m 48s
- Actuarial Assumptions and ProjectionsUnlock this class to watch2m 28s
- Contribution and Benefit StructuresUnlock this class to watch2m 39s
- Longevity and Inflation Risk ManagementUnlock this class to watch2m 9s
- Intergenerational EquityUnlock this class to watch1m 59s
- Sources of Capital: Commodities, Budget Surpluses, and FX ReservesUnlock this class to watch2m 19s
- Macroeconomic Impacts of SWF InvestmentsUnlock this class to watch2m 43s
- Sovereign Risk and Political EconomyUnlock this class to watch3m 48s
- Capital Flow ManagementUnlock this class to watch3m 3s
- Coordination with Fiscal PolicyUnlock this class to watch2m 27s
- Financial Modeling and ForecastingUnlock this class to watch2m 22s
- Portfolio Management SystemsUnlock this class to watch2m 23s
- External Manager Due Diligence and SelectionUnlock this class to watch2m 3s
- AI and Data-Driven InvestingUnlock this class to watch2m 30s
- Cybersecurity and Data GovernanceUnlock this class to watch2m 10s
- Norway Government Pension Fund GlobalUnlock this class to watch2m 32s
- Abu Dhabi Investment AuthorityUnlock this class to watch2m 25s
- Canada Pension Plan Investment Board (CPP Investments)Unlock this class to watch4m 14s
- Singapore's GIC and Temasek HoldingsUnlock this class to watch3m 27s
- Emerging Trends and Lessons from Case StudiesUnlock this class to watch6m 27s
- Future of Institutional Fund ManagementUnlock this class to watch1m 41s
- Innovations in Fund Structures, Governance, and Emerging TechnologiesUnlock this class to watch1m 50s
- Capstone Project: Designing a Sovereign Wealth or Pension Fund StrategyUnlock this class to watch2m 56s
- ClosingUnlock this class to watch1m 14s
This class is part of the following certifications
Certified Portfolio & Fund Manager (CPFM)
63 ClassesUnlimited interactive exercises
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ClassFAQs
The course aims to provide a comprehensive understanding of the governance, investment strategies, asset allocation frameworks, and long-term capital stewardship principles that guide sovereign wealth funds and pension funds.
The course is designed for finance professionals, policymakers, investment managers, and individuals interested in institutional capital management and long-term portfolio strategy.
The module covers fiduciary duty, transparency standards, regulatory frameworks, ethical oversight, stakeholder expectations, and global governance codes.
The course explains long-term allocation models, diversification principles, liability-driven investment strategies, risk budgeting, and benchmark construction for sovereign and pension funds.
Learners will gain the ability to evaluate market, liquidity, currency, and operational risks, apply institutional performance measurement tools, interpret benchmarks, and conduct long-term return analysis.
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