Course Details

Sustainable and ESG Investing for Retirement & Pensions Training: Aligning Values with Financial Returns

INTRODUCTION

Sustainable and ESG (Environmental, Social, and Governance) investing is rapidly gaining traction in the world of retirement and pension fund management. This approach integrates environmental, social, and governance factors into investment decisions, recognizing that these factors can significantly impact long-term financial performance. This Sustainable and ESG Investing for Retirement & Pensions training course provides a comprehensive understanding of the principles, strategies, and benefits of ESG investing, equipping participants with the knowledge to integrate sustainability considerations into their investment processes. Participants will learn about ESG integration, impact investing, stakeholder engagement, and the evolving landscape of sustainable finance. 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 ESG integration, impact investing, stakeholder engagement, and measuring ESG performance, empowering you to become a knowledgeable and effective practitioner of sustainable and ESG investing.

DURATION

5 days

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 sustainable investing: Individuals wanting to gain a deep understanding of ESG and impact investing.

COURSE OBJECTIVES

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

• Understand the principles and drivers of sustainable and ESG investing.
• Integrate ESG factors into investment analysis and decision-making.
• Evaluate ESG performance and measure impact.
• Understand the different ESG investment strategies.
• Engage with companies on ESG issues.
• Assess the risks and opportunities associated with ESG factors.
• Construct and manage sustainable investment portfolios.
• Stay current with the evolving landscape of sustainable finance.

COURSE MODULES

• Introduction to Sustainable and ESG Investing:

• Defining sustainable and ESG investing.
• The rationale for integrating ESG factors into investment decisions.
• The history and evolution of sustainable finance.
• Key terminology and concepts in ESG investing.

• ESG Integration:

• Understanding environmental, social, and governance factors.
• Integrating ESG factors into financial analysis.
• Assessing ESG risks and opportunities.
• Using ESG data and ratings.

• Impact Investing:

• Defining impact investing and its goals.
• Measuring and reporting on impact.
• Investing in companies and projects that generate positive social or environmental impact.
• The role of impact investing in retirement and pension portfolios.

• ESG Investment Strategies:

• Screening and negative screening.
• Best-in-class and positive screening.
• Thematic investing.
• Active ownership and engagement.

• Stakeholder Engagement:

• Engaging with companies on ESG issues.
• Shareholder advocacy and proxy voting.
• Collaborative engagement and industry initiatives.
• Communicating with stakeholders about ESG performance.

• Measuring ESG Performance and Impact:

• Developing ESG metrics and indicators.
• Measuring the environmental and social impact of investments.
• Reporting on ESG performance and impact.
• Using ESG ratings and benchmarks.

• ESG Risk Management:

• Identifying and assessing ESG risks.
• Integrating ESG risks into investment decision-making.
• Managing climate risk and other environmental risks.
• Understanding the long-term financial implications of ESG factors.

• The Future of Sustainable and ESG Investing:

• Emerging trends in sustainable finance.
• The role of regulation and policy in promoting ESG investing.
• The growing demand for ESG products and services.
• The future of sustainable and ESG 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