Pensions and Retirement Training Course on Climate Risk Assessment in Portfolios
Master Pensions Retirement Training with expert training. 10 Days course with certification. Comprehensive training program. Online & in-person. Enroll now!
Pensions And Retirement Courses10 DaysCertificate Included
Duration
10 Days
Mode
Online & Physical
Certificate
Included
Language
English
Course Overview
This course equips pension fund managers, trustees, and investment professionals with the knowledge and tools to identify, assess, and integrate climate-related risks into investment portfolios. Participants will learn to evaluate the financial impacts of climate change, align investments with sustainability objectives, and implement strategies that enhance long-term resilience and returns.
Secure enrollment • Professional certificate included
Learning Objectives
By the end of the course, participants will be able to:
Understand the fundamentals of climate risk and its relevance to pension funds.
Identify physical, transitional, and regulatory climate risks affecting portfolios.
Analyze portfolio exposure to climate risks using quantitative and qualitative methods.
Apply scenario analysis and stress testing to assess climate-related impacts.
Integrate ESG and climate considerations into investment decision-making.
Develop strategies to mitigate and manage climate risk in pension fund portfolios.
Report on climate risk exposures in line with TCFD and other global standards.
Evaluate opportunities for sustainable and green investments.
Course Content
Module 1: Introduction to Climate Risk in Investment Portfolios Overview of climate change and global financial implications Understanding climate risk types: physical, transitional, and liability risks Relevance of climate risk for pension funds and long-term investors Introduction to climate risk frameworks (e.g., TCFD, SASB) Group discussion: Examples of climate-related financial losses Module 2: Physical Climate Risks – Assessment and Implications Identifying exposure to natural disasters, extreme weather, and rising sea levels Assessing vulnerability of asset classes (equities, bonds, real estate) Mapping geographic and sector-specific risks Tools for physical risk analysis: GIS mapping, climate databases Case study: Physical climate risk in global pension portfolios Module 3: Transition Risks – Regulatory, Policy, and Market Impacts Understanding transition risks: policy, legal, technology, market shifts Carbon pricing, emissions regulations, and climate legislation Impacts of decarbonization on industries and investment returns Evaluating stranded assets and sector-specific transition exposure Interactive exercise: Transition risk assessment of a sample portfolio Module 4: Climate Scenario Analysis and Stress Testing Introduction to scenario analysis and stress testing for climate risk Global climate scenarios: RCPs, IPCC pathways, Net-Zero scenarios Applying scenarios to portfolio risk assessment Practical exercises using climate models and portfolio simulations Reporting scenario results to trustees and stakeholders Module 5: Integrating ESG and Climate Considerations into Investment Decisions ESG integration frameworks for pension funds Linking climate risk to investment selection and due diligence Sustainable investment strategies and thematic investing Developing investment policies that incorporate climate risk Workshop: Building an ESG-integrated investment policy Module 6: Climate Risk Measurement and Quantification Key metrics and indicators for climate risk (carbon footprint, temperature alignment, ESG scores) Quantitative methods for exposure analysis: value-at-risk, stress tests Data sources and tools for climate risk measurement Monitoring and tracking climate-related portfolio risks Exercise: Quantifying climate risk exposure in a sample portfolio Module 7: Portfolio Adjustment and Mitigation Strategies Strategies to reduce climate risk: diversification, hedging, decarbonization Active ownership and engagement with investee companies Rebalancing portfolios for climate resilience Risk-return considerations in climate-adjusted investment strategies Group activity: Designing a climate-resilient investment portfolio Module 8: Green Bonds, Sustainable Investments, and Opportunities Overview of green finance and sustainable investment instruments Green bonds, ESG funds, climate-aligned equities Evaluating risk-adjusted returns of sustainable investments Identifying new investment opportunities in renewable energy and low-carbon sectors Case study: Successful green investment strategies for pension funds Module 9: Climate Risk Reporting and Compliance Reporting frameworks: TCFD, PRI, SASB, SFDR Disclosure requirements for pension funds and fiduciary duties Integrating climate risk into annual reports and investment statements Communicating climate risk and opportunities to stakeholders Practical exercise: Preparing a sample climate risk disclosure report Module 10: Case Studies and Practical Applications Review of real-world climate risk events and portfolio impacts Group simulation: Assessing, mitigating, and reporting climate risks for a pension portfolio Lessons learned and best practices in climate risk integration Developing an actionable climate risk management plan for participants’ organizations Final discussion and certification
Who Should Attend
Pension Fund Managers, Investment Analysts, Portfolio Managers, Risk Managers, Compliance Officers, Trustees, ESG Specialists, Financial Advisors, Pension Consultants, Fund Administrators
