How can you define, carry out and monitor an appropriate investment strategy? Join the Academy workshop and explore options and strategies tailored to your organization.
ISSA Guidelines: Investment of Social Security Funds
Region: Open primarily to ISSA member organizations of the Americas
Who can participate:
Senior managers, programme managers and senior experts with investment responsibilities plus C suite or equivalent from ISSA member organizations.
How to participate:
Your organization must have started to implement the ISSA Guidelines on Investment of Social Security Funds. To tailor the workshop to what you and your organization need, please submit a statement of purpose endorsed by your organization, using the online form provided by the ISSA.
How many can participate:
A member organization may send no more than two participants to a workshop. A workshop needs a minimum of 12 participants and will accommodate no more than 18 in order to have sufficient depth, diversity and time for exchange.
Why Academy workshops are different:
The content of the workshop is shaped by the challenges in the statements of purpose of the participants. The workshop will focus on learning and identifying options and alternative strategies by means of moderated exchanges as well as targeted inputs by a high-level ISSA accredited expert. As a concrete outcome of the workshop, participants will prepare a work plan outlining actions and steps for consideration upon their return to their institution.
ISSA Guidelines on Investment of Social Security Funds
The ISSA Guidelines on Investment of Social Security Funds aim to assist members in the implementation and subsequent monitoring of an appropriate investment policy. The Guidelines provide guidance at all steps of the process from the setting up of appropriate structures and assigning responsibilities to the investment process itself. They are applicable to both social security institutions that carry out investment management internally as well as for those who use the services of external managers. The steps detailed reflect the importance of a continual monitoring process which include assessing the appropriateness of investment strategies to take into account changes to the underlying liabilities, how to reflect changes in risk budget in the investment process, appropriate methods and assumptions to use in the valuation of assets, the monitoring of the performance of external managers and reporting and disclosure requirements.
The ISSA Academy
The ISSA Academy provides practical training and hands-on support for social security administrations. The ISSA Academy workshops are a key element of the member support offered by the ISSA Centre for Excellence in Social Security Administration.