Strategic Leadership and Pension Funds Management using AI

Module 1: Strategic leadership fundamentals & AI

• Introduction to Business Leadership
• Finance Leadership and AI for Business
• Key stakeholders and investors
• Emotional Intelligence and work culture

Module 2: Introduction to Pension funds

• Overview of pension fund types and structures
• Pension fund fiduciary responsibilities
• Key stakeholders and investors in pension schemes
• Asset allocation frameworks and investment strategies
• Managing risk and maximizing value
• Private equity vs. pension fund characteristics

Module 3: AI operations

• Principles of effective prompt engineering
• Activity: Creating prompts
• Strategic applications of AI to pension fund operations
• Activity: Practicing task automation using AI

Module 4: Portfolio theory & financial models

• Markowitz Model of portfolio risk and diversification
• CAPM: Risk premium, beta, and required returns
• Calculating WACC and applying to pension scenarios
• Long- and short-term sources of finance
• Techniques for replicating pension fund portfolios

Module 5: Portfolio management strategies

• Passive vs. Active equity strategies
• Strategic vs. Tactical asset allocation
• Style investing: Value vs. Growth
• Alignment between pension funds and private equity investments

Module 6: Markov modeling and simulation

• Building and interpreting Markov Models for financial prediction
• Sensitivity and scenario analysis for portfolio stress testing
• Introduction to Monte Carlo simulation for investment planning
• Applying probabilistic models to pension risk forecasting

Module 7: Decision making with AI

• Advanced decision making frameworks
• Intelligent Choice Architecture
• Predictive Choice Modeling
• Nudge Algorithms
• Activity: Strategic Investment decision simulation using AI

Module 8: Financial performance analysis of pension portfolios

• Deep dive into financial statements of portfolio companies
• CVP, profitability, liquidity, and solvency metrics
• Common-size vertical and horizontal analysis in Excel
• Trend analysis, forecasting, and comparative benchmarking
• Holistic performance tracking of pension-backed investments

Module 9: Strategic thinking and AI

• Strategic Thinking and AI
• AI Enabled Strategic Frameworks
• Ethical Leadership and Business Ethics
• Business Governance
• Frameworks to address challenges
• Activity: Strategizing about AI utilization at a pension fund