Programs

Executive Education for Pension Professionals

You have stared at the same funding gap for months. Our programs help you understand what it actually signals, how it moves, and why some analysts see it coming before the rest of the market catches on.

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Why Analysts Choose Our Programs

You need frameworks that survive real market conditions, not just classroom hypotheticals. Here is what participants consistently tell us they take back to their desks.

You learn to read pension footnotes as leading indicators, not historical artifacts. Our case-study method trains you to spot funding anomalies that precede material corporate events.

Program Formats

You choose the depth and structure that fits your calendar, your team, and the questions you are actually trying to answer.

Live Virtual Workshops

You join intensive sessions led by our research directors, with real-time Q&A and breakout discussions. Each workshop runs four to six hours across two consecutive mornings, so you absorb the material without disappearing from your desk for a full week.

Self-Paced Online Modules

You move through structured content on your own schedule, with progress checkpoints and optional office hours. Modules combine recorded lectures, interactive datasets, and applied exercises drawn from actual pension disclosures.

Custom In-House Training

You bring our team to your pension fund board or investment committee. We tailor the curriculum to your specific portfolio exposures, governance structure, and the analytical questions your trustees ask most often.

Annual Symposium Access

You attend our yearly gathering of practitioners and researchers, featuring new empirical findings, methodological debates, and closed-door sessions where institutions share approaches they do not publish elsewhere.

Workshop participants analyzing pension funding data

Q1 2026

Cross-Sectional Funding Analysis Intensive

You spend two mornings dissecting how funding status dispersion predicts relative returns across sectors. Includes hands-on work with our proprietary dataset.

01 / 04

Strategic discussion on liability driven investment

Q2 2026

LDI Strategy and Liability Dynamics

You explore liability-driven approaches through the lens of funding volatility. We examine cases where LDI implementation amplified or muted cross-sectional effects.

02 / 04

Analyst reviewing pension disclosure documents

Q3 2026
Disclosure Deep Dive and Regulatory Update
                                    You master the footnote archaeology required to reconstruct pension economics from
                                    opaque filings. Updated for the latest measurement and disclosure requirements.
                                
03 / 04

Annual symposium with speaker and audience

Q4 2026
Annual Pension Analytics Symposium
                                    You join peers for two days of new research presentations, methodological critiques,
                                    and working sessions on emerging questions in pension funding analytics.
                                
04 / 04

Participant Feedback

What past attendees say about bringing our frameworks back to their organizations

Fiona Brennan

Senior Pension Analyst

Mercer Ireland

"I came in skeptical that pension funding status could add anything my equity team was not already capturing. I left with three specific signals we now track monthly."

Cross-sectional signals Monthly tracking

Liam O'Sullivan

Trustee Board Member

IRBC

"The custom board session forced us to confront questions we had been avoiding. The framework was rigorous without being condescending, which is rare in trustee education."

Board governance Custom training

Niamh Kelly

Actuarial Consultant

Willis Towers

"Finally, a program that treats pension economics as a predictive discipline rather than a compliance exercise. The dataset access alone justified the time away from client work."

Dataset access Predictive modeling

Patrick Doyle

Investment Director

AIB AM

"The symposium introduced me to two research streams I had completely missed. One conversation over coffee changed how we model corporate credit risk for underfunded sponsors."

Research discovery Credit risk modeling

Common Questions

What background knowledge do I need before enrolling?

Familiarity with corporate finance fundamentals
Basic understanding of pension accounting
Comfort reading regulatory filings
No advanced quantitative degree required

Do your programs offer continuing education credits?

Credits available for actuarial professionals
CFA Institute continuing education eligible
Custom credit arrangements for institutional groups
Certificate of completion provided to all attendees

Can my organization enroll multiple participants at once?

Group enrollment discounts available
Custom scheduling for teams of six or more
Private cohort options for large departments
Dedicated liaison for corporate partnerships

Is it possible to customize the curriculum for our specific needs?

Tailored modules for pension fund boards
Sector-specific case study substitutions
Adjusted depth for trustee versus analyst audiences
Pre-session consultation to define priorities

Download the Program Brochure or Speak With an Advisor

You are not ready to commit, and we respect that. Browse the full curriculum, compare formats, and see which session fits your calendar. Or schedule a brief call with an education advisor who can answer the specific questions you have about content depth, time requirements, and how our frameworks apply to your current analytical challenges.

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Your inquiry is handled directly by our education team. No sales pressure, no generic pitches, just specific answers about whether our programs address the questions you are actually trying to solve.