About This Event
“Climate risk reaches a pension fund as an investment loss, not as a headline.”
A programme on integrating environmental, social and governance factors into scheme investment decisions. It covers the disclosure frameworks trustees are being asked to report against, the green and impact instruments available regionally, and how a fund exercises ownership rights over the companies it holds.
What You'll Explore
A stewardship and voting policy with engagement priorities
A climate risk exposure map across your scheme portfolio
An ISSB and TCFD-aligned disclosure framework built from available data
An appraisal checklist for green bonds and impact mandates
Manager reporting requirements that give you the ESG data you lack
Who Should Attend
Open to all qualifying staff, particularly: Trustees, ESG and Sustainability Officers, Investment Managers, Principal Officers.
Why This Course Matters
Disclosure You Can Produce
Work through what ISSB and TCFD reporting actually requires of an asset owner, and build a disclosure your scheme can produce from data it already holds. Trustees leave knowing which requirements apply now and which are still coming.
Green Instruments, Assessed
Appraise green bonds, climate resilience projects and impact mandates on financial terms first: yield, credit standing, use-of-proceeds verification and what happens if the environmental claim proves unfounded.
Ownership Actually Exercised
Turn shareholdings into influence through a voting policy, engagement priorities and escalation steps. A fund that does not vote its shares has handed its members' influence to whoever else showed up.
Programme
Day 1 am
ESG integration and what it means for an asset owner
You will separate ESG integration from exclusion and from impact investing, and set out which approach your scheme is actually pursuing, with the evidence a member or sponsor would expect to see.
Day 1 pm
Disclosure frameworks: ISSB, TCFD and regional requirements
You will build a disclosure framework against ISSB and TCFD expectations, identifying the data your scheme holds, the data it must request from managers, and the gaps to close first.
Day 2 am
Green bonds, climate resilience and impact mandates
You will appraise green and impact instruments available in East African markets on credit and cash-flow terms, testing use-of-proceeds reporting and independent verification.
Day 2 pm
Climate stress testing and stewardship policy defence
You will run physical and transition risk scenarios across a scheme portfolio, then draft a stewardship and voting policy with engagement priorities and defend it before an expert panel.
Standards & Faculty Benchmark
ISSB & TCFD
Sustainability and climate-related financial disclosure standards applied to scheme investment portfolios.
UN PRI & stewardship codes
Principles for Responsible Investment and stewardship expectations on active ownership, engagement and voting.
OECD Core Principles
OECD Core Principles of Private Pension Regulation covering governance, investment and member protection.
These are the frameworks sponsors, international partners and members' representatives cite when they ask what the scheme is doing about climate.
Is This Right for You?
- ☑You are being asked what the scheme is doing about climate risk
- ☑Your managers report ESG data you cannot yet verify
- ☑Your scheme holds equities but has no voting policy
Good to Know
No technical climate science background is assumed; the material is pitched at investment and governance decisions.
The Bottom Line
Leave with a stewardship policy the board can adopt and a climate exposure map that shows where the risk actually sits.
Recommended For
Open to all qualifying staff, particularly: Trustees, ESG and Sustainability Officers, Investment Managers, Principal Officers.