Climate Risk & Esg Integration In Pension Investments: Sustainable Pension Strategies

Introduction:

Climate Risk and ESG Integration in Pension Investments equips professionals with the knowledge to assess and manage the financial impact of climate change and ESG factors on pension portfolios. This course focuses on integrating environmental, social, and governance (ESG) considerations into investment strategies, understanding climate risk assessment, and developing sustainable investment practices. Participants will learn to navigate the complexities of ESG data, implement responsible investment policies, and contribute to the long-term sustainability of pension funds. By mastering these skills, professionals can enhance portfolio resilience, mitigate climate-related risks, and align investments with ethical and sustainable principles.

Target Audience:

This course is designed for professionals involved in pension fund management, investment analysis, and risk management. This includes Pension Fund Managers, Investment Analysts, Risk Managers, ESG Specialists, Actuaries, Trustees, Compliance Officers, Consultants, Financial Advisors, and Sustainability Officers. These individuals require expertise in climate risk and ESG integration to effectively manage pension investments and ensure long-term sustainability.

Course Objectives:

• Understand the financial impact of climate change and ESG factors on pension investments.
• Assess and manage climate-related risks in pension portfolios.
• Integrate ESG considerations into investment policies and strategies.
• Understand the role of ESG data and reporting in pension fund management.
• Develop strategies for engaging with companies on ESG issues.
• Understand the regulatory and compliance aspects of ESG integration.
• Analyze the impact of sustainable investment practices on portfolio performance.
• Develop methodologies for measuring and reporting ESG impact.
• Understand the role of climate scenario analysis in risk management.
• Develop strategies for implementing sustainable investment practices in pension funds.

DURATION

10 Days

COURSE CONTENT

Module 1: Introduction to Climate Risk and ESG in Pension Investments

• Overview of climate change and ESG factors impacting pension investments.
• Understanding the financial materiality of sustainability issues.
• Introduction to key ESG concepts and frameworks (e.g., SDGs, TCFD).
• Setting the stage for integrating climate risk and ESG into investment strategies.

Module 2: Understanding the Financial Impact of Climate Change

• Analyzing the physical and transition risks associated with climate change.
• Understanding the impact of climate change on different asset classes.
• Examining the role of climate scenario analysis in risk assessment.
• Developing methodologies for assessing climate-related financial risks.

Module 3: Integrating ESG Considerations into Investment Policies

• Implementing strategies for developing and implementing ESG investment policies.
• Understanding the role of responsible investment principles and guidelines.
• Analyzing the impact of ESG integration on portfolio construction and asset allocation.
• Developing methodologies for incorporating ESG factors into investment decision-making.

Module 4: ESG Data and Reporting in Pension Fund Management

• Understanding the sources and quality of ESG data.
• Analyzing the role of ESG ratings and benchmarks.
• Examining the importance of ESG reporting and disclosure.
• Developing strategies for using ESG data in investment analysis.

Module 5: Strategies for Engaging with Companies on ESG Issues

• Implementing techniques for engaging with companies on ESG issues.
• Understanding the role of shareholder activism and proxy voting.
• Analyzing the impact of collaborative engagement initiatives.
• Developing strategies for effective corporate engagement.

Module 6: Regulatory and Compliance Aspects of ESG Integration

• Understanding the regulatory landscape for ESG integration in pension investments.
• Analyzing the impact of sustainable finance regulations and disclosure requirements.
• Examining the role of fiduciary duties and legal considerations.
• Developing strategies for ensuring regulatory compliance.

Module 7: Analyzing the Impact of Sustainable Investment Practices on Portfolio Performance

• Implementing techniques for analyzing the impact of sustainable investment practices on portfolio performance.
• Understanding the role of ESG factors in generating long-term value.
• Analyzing the impact of sustainable investments on risk and return.
• Developing methodologies for measuring the financial performance of ESG portfolios.

Module 8: Methodologies for Measuring and Reporting ESG Impact

• Understanding the methodologies for measuring and reporting ESG impact.
• Analyzing the role of impact metrics and indicators.
• Examining the use of sustainability reporting frameworks (GRI, SASB).
• Developing strategies for communicating ESG impact to stakeholders.

Module 9: Climate Scenario Analysis and Risk Management

• Implementing techniques for conducting climate scenario analysis.
• Understanding the role of climate models and projections.
• Analyzing the impact of different climate scenarios on pension portfolios.
• Developing strategies for managing climate-related risks.

Module 10: Implementing Sustainable Investment Practices in Pension Funds

• Implementing strategies for implementing sustainable investment practices in pension funds.
• Understanding the role of sustainable investment mandates and guidelines.
• Analyzing the impact of sustainable investment strategies on portfolio diversification.
• Developing methodologies for integrating sustainability into pension fund operations.

Module 11: Green Bonds and Sustainable Fixed Income Investments

• Understanding the role of green bonds and sustainable fixed income investments.
• Analyzing the impact of sustainable fixed income on portfolio diversification.
• Examining the role of impact reporting and verification.
• Developing strategies for integrating sustainable fixed income into pension portfolios.

Module 12: Impact Investing and Thematic Investing

• Understanding the role of impact investing and thematic investing in pension portfolios.
• Analyzing the impact of investing in specific sustainability themes (renewable energy, sustainable agriculture).
• Examining the role of impact measurement and reporting.
• Developing strategies for integrating impact investing into pension fund strategies.

Module 13: Integrating Climate Risk and ESG into Asset Manager Selection and Monitoring

• Implementing techniques for integrating climate risk and ESG into asset manager selection and monitoring.
• Understanding the role of ESG due diligence and manager engagement.
• Analyzing the impact of ESG performance on manager selection.
• Developing strategies for monitoring asset manager ESG performance.

Module 14: Case Studies and Best Practices in ESG Integration

• Analyzing real-world case studies of successful ESG integration in pension funds.
• Learning from best practices across different pension funds and regions.
• Identifying key lessons learned and challenges in implementation.
• Discussing the role of innovation and adaptation.

Module 15: Future Trends and Action Planning for Sustainable Pension Investments

• Exploring emerging trends and opportunities in sustainable pension investments (transition finance, nature-based solutions, just transition).
• Developing action plans for advancing sustainable investment practices within pension funds.
• Analyzing the role of individual and collective action.

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Training Venue

The training will be held at our Skills for Africa Training Institute Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Skills for Africa Training Institute certificate upon completion of this course.

Airport Pickup and Accommodation

Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Terms of Payment: Unless otherwise agreed between the two parties’ payment of the course fee should be done 5 working days before commencement of the training.