Investments

Pension Review Board Staff on July 19, 2022

Texas Pension Review Board

Minimum Education Training Program

This course examines the key concepts of investing including investment objectives, asset allocation and diversification, portfolio construction and review, and ethics in investing.

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Public Pension Investment Objectives 

Introduction
Public Pension Investment Objectives 
Relating Risk and Return

Asset Classes and Types

Asset Classes and Types
Cash
Fixed Income
Equities
Real Assets
Alternative Investments

Fund Structures, Role of Pension Plan Fiduciary, Investment Policies, and Portfolio Management 

Fund Structures for Institutional Investment
Role of Pension Plan Fiduciary in Investing 
Ethics in Investments
Investment Policy 
Investment Policy Structure
Asset Allocation
Investment Risk
Diversification
Portfolio Construction and Management

Investment Policy, Consultants, Management, and Portfolio Performance Review 

Investment Consultants and Asset Management 
Due Diligence and Investment Manager Selection
Investment Portfolio Performance Review 
Helpful Links and Additional Information 
Final Quiz
Course Survey

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