Course Details

Impact Investing for Retirement & Pensions Training: Generating Financial Returns While Creating Positive Change

INTRODUCTION

Impact investing seeks to generate measurable positive social or environmental impact alongside financial returns. This approach recognizes that investments can do more than just generate profit; they can also contribute to solving some of the world's most pressing challenges. This Impact Investing for Retirement & Pensions training course provides a comprehensive understanding of the principles, strategies, and benefits of impact investing, equipping participants with the knowledge to integrate impact considerations into their investment portfolios. Participants will learn about impact measurement, stakeholder engagement, different impact investment strategies, and the evolving landscape of impact investing. This forward-thinking investment training is ideal for investment professionals, pension fund trustees, financial advisors, and anyone seeking to align their investments with their values while generating competitive returns. This course covers key areas like impact measurement, stakeholder engagement, impact investment strategies, and reporting & transparency, empowering you to become a knowledgeable and effective practitioner of impact investing.

TARGET AUDIENCE

This course is designed for a broad audience, including:

• Investment Professionals: Portfolio managers, investment analysts, and financial advisors.
• Pension Fund Trustees: Individuals overseeing the management of pension funds.
• Financial Advisors: Professionals advising clients on retirement planning and investments.
• Anyone interested in impact investing: Individuals wanting to gain a deep understanding of this growing field.

COURSE OBJECTIVES

Upon completion of this course, participants will be able to:

• Understand the principles and goals of impact investing.
• Measure and report on the social and environmental impact of investments.
• Identify and evaluate impact investment opportunities.
• Understand the different impact investment strategies.
• Engage with stakeholders on impact issues.
• Assess the risks and opportunities associated with impact investing.
• Construct and manage impact investment portfolios.
• Stay current with the evolving landscape of impact investing.

COURSE MODULES

• Introduction to Impact Investing:

• Defining impact investing and its key principles.
• The rationale for impact investing and its growing popularity.
• The history and evolution of impact investing.
• Key terminology and concepts in impact investing.

• Impact Measurement and Management:

• Developing impact metrics and indicators.
• Measuring and reporting on social and environmental impact.
• Using impact data to inform investment decisions.
• Impact management systems and frameworks.

• Impact Investment Strategies:

• Investing in specific sectors (e.g., renewable energy, affordable housing, education).
• Impact-focused funds and vehicles.
• Socially responsible investing (SRI) and ESG integration.
• Thematic investing aligned with specific impact goals.

• Stakeholder Engagement:

• Engaging with communities and beneficiaries.
• Collaborating with social enterprises and NGOs.
• Working with investee companies to maximize impact.
• Communicating with stakeholders about impact performance.

• Financial Performance and Risk Management:

• Balancing financial returns with social and environmental impact.
• Assessing the financial risks and opportunities associated with impact investments.
• Managing impact risk and ensuring additionality.
• Measuring and reporting on financial performance.

• Legal and Regulatory Considerations:

• Understanding the legal and regulatory landscape for impact investing.
• Structuring impact investments and funds.
• Reporting and disclosure requirements.
• Fiduciary duty and impact investing.

• Building and Managing Impact Portfolios:

• Developing an impact investment strategy.
• Asset allocation and diversification for impact portfolios.
• Selecting impact investments and conducting due diligence.
• Monitoring and evaluating portfolio performance.

• The Future of Impact Investing:

• Emerging trends and innovations in impact investing.
• The role of technology and data analytics in impact measurement.
• Scaling impact investing and attracting mainstream investors.
• The future of impact investing for retirement and pensions.

 CERTIFICATION

• Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

• Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

• Airport pick up and accommodation is arranged upon request

TERMS OF PAYMENT

• Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com