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ATMS® Part III Pensions
Friday, August 10 - Saturday, August 11, 2012
Halifax Marriott Harbourfront Hotel, Halifax, NS
Course Outline
Introduction and Effective Governance in Funding and Investment Policies
Funding Policy and Asset Management—An Integrated Process
- Key components of each
- Pros/cons of different approaches
The Importance of Governance
- Fiduciary responsibilities
- Role of governance in meeting fiduciary responsibilities
- Examining models of governance
- Ambachstsheer-Ezra Governance Model
- CAPSA governance guidelines
Building and Managing a Sustainable Funding Policy
- Landscape and future direction of funding policies
- Key principles of effective pension plan governance related to funding management
How and Why to Construct a Written Statement of Funding Policy
- Plan design
- Plan governance
- Funding objectives
- Regulatory and actuarial standards
- Financial assessment
- Risk management
- Monitor/review funding policy
Strengthening Your Role in Investments Oversight
- Key principles of effective pension plan governance related to asset management
- Review of key CAPSA principles
- How and why to construct a statement of investment beliefs (SIB)
- Relationship to statement of investment policies and procedures (SIPP)
- Elements of the SIB
- Methods and principles of setting asset mix policy
- Examination of different types of risk
- Issues associated with alternative investments
- Currency hedging
- Building an investment manager structure to implement the selected
asset mix
- Monitoring the plan’s investments and investment managers
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Hotel Information
Halifax Marriott Harbourfront Hotel
Rate: C$189.00 Single/Double
Reservation Deadline: July 2, 2012
You will be charged a $350 deposit upon registration. Please specify your hotel requirements on the registration form.
Who Should Attend
Training Paths
ATMS is designed for experienced trustees and others who have mastered the basic principles and practices of trusteeship and who wish to advance
to the next level.
Additionally, consultants, administrators and other professionals working for boards of trustees have benefited from participation in the ATMS program.
Additional Course Notes
Prerequisite
The ATMS Certificate in Pension Fund Management must be completed before taking Part III Pensions and/or Part IV.
It is permissible to take Part IV before Part III Pensions.
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Canada~ BooksTopic Like '%Canadian%' AND =0
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Canada~ E-LearningTopic Like '%Canadian%' AND =0
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DMI1HRGEN~DMI1HTH~DMI1PEN~Canada~ BooksTopic Like '%New%' AND =0Topic Like '%New%' AND Topic Like '%Health%' AND =0Topic Like '%New%' AND Topic Like '%Health%' AND Topic Like '%Pension%' AND =0Topic Like '%New%' AND Topic Like '%Health%' AND Topic Like '%Pension%' AND Topic Like '%Canadian%' AND =0
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