Pensions and Retirement Training Course on ESG-Aware Benefit Options

Module 1: Introduction to ESG in Pension Schemes
Understanding ESG: definitions, components, and global trends
Importance of ESG in long-term retirement outcomes
Regulatory and reporting frameworks (PRI, EU SFDR, TCFD)
Member demand for sustainable and responsible investment options
Case study: ESG adoption in global pension funds

Module 2: Designing ESG-Aware Benefit Options
Incorporating ESG into Defined Contribution (DC) and hybrid plans
Offering member choice: default vs. ESG-aware options
Designing ethical, sustainable, and impact investment funds
Aligning ESG strategies with risk-return objectives and member profiles
Workshop: Developing ESG-aware default and optional funds

Module 3: ESG Risk Assessment and Portfolio Management
Identifying ESG risks: climate, social, governance, and reputational factors
Integrating ESG metrics into investment analysis and decision-making
Tools and methodologies for ESG scoring and impact measurement
Balancing ESG objectives with diversification and financial performance
Exercise: ESG risk assessment for a sample pension fund portfolio

Module 4: Member Communication and Engagement
Explaining ESG investment options to members clearly
Overcoming misconceptions and promoting informed decision-making
Reporting ESG impact and performance to enhance transparency
Behavioral insights to increase adoption of ESG-aware options
Digital tools and portals for ESG engagement and monitoring
Case study: Effective ESG communication campaigns in retirement plans

Module 5: Governance, Monitoring, and Reporting
Integrating ESG into fiduciary and governance frameworks
Establishing KPIs and monitoring ESG performance of funds
Aligning ESG reporting with international standards and regulatory requirements
Continuous improvement and policy updates in ESG-aware benefit options
Capstone exercise: Developing an ESG integration roadmap for a pension scheme