Mastering ESG Integration for Pension Funds and the Insurance Sector Workshop
Tickets
Mastering ESG Integration for Pension Funds and the Insurance Sector Workshop
Overview
Environmental, Social and Governance (ESG) considerations are an increasingly important issue for pension schemes. Addressing new ESG obligations necessitates that employers, trustees, and scheme managers show they are proactively handling ESG issues within their schemes. Integrating ESG into pension schemes requires a strategic mindset that transcends mere compliance. It involves crafting a well-defined ESG strategy, gaining a thorough understanding of ESG-related risks and opportunities, and effectively translating these factors into financial impacts.
As Environmental, Social, and Governance (ESG) considerations gain prominence, they are becoming essential for pension funds and insurance providers alike. Given their long-term investment horizons and fiduciary duties, this workshop aims to empower stakeholders in both sectors with the skills needed to effectively integrate ESG factors into their investment strategies and operational frameworks.
Integrating ESG into pension funds and insurance products is not just about compliance; it demands a robust strategy that includes risk assessment, opportunity identification, and the transformation of ESG factors into measurable financial outcomes. Insurance plays a critical role in this landscape, offering protection against ESG related risks and bolstering the resilience of investment portfolios.
By proactively addressing ESG factors, pension schemes and insurance providers can enhance risk management practices, increase transparency, and create sustainable value for their beneficiaries. This workshop will delve into how insurance products can align with ESG objectives, supporting responsible investment practices.
Key Thematic Areas
- Assessing Investment Portfolios for ESG Performance: Evaluate existing portfolios to identify strengths and weaknesses in ESG alignment.
- Integrating ESG Criteria into Investment Decision-Making: Learn to incorporate ESG metrics into investment analysis and leverage opportunities driven by sustainable practices.
- Scenario Testing of Investment Strategies & AI-Powered ESG: Utilize advanced tools to model potential outcomes based on varying ESG scenarios.
- Understanding the Role of Trustees and Employers in ESG Governance: Clarify responsibilities and best practices for effective governance regarding ESG.
- Developing a Robust ESG Governance Framework: Establish standards that guide pension funds and insurance providers in implementing effective ESG strategies.
- Identifying and Assessing Risks Related to ESG Factors: Explore strategies for mitigating risks associated with environmental and social issues.
- Understanding ESG Reporting Requirements: Gain insights into effective communication strategies regarding ESG performance to stakeholders.
- Promoting Diversity, Equity, and Inclusion: Examine the social dimensions of ESG, focusing on enhancing diversity within pension schemes and insurance entities.
- Incorporating Insurance as a Risk Management Tool: Discuss how insurance products can be tailored to address specific ESG risks, thereby enhancing the sustainability of investment portfolios.
Target Audience
This workshop is designed for stakeholders in both public and private sector pension funds and insurance companies, including:
- Board of Trustees
- Board of Directors
- Chief Executive Officers and Trust Secretaries
- Pension Secretariat Staff and Liaison Officers
- Pension Scheme Administrators and Other Service Providers
- Auditors and Lawyers Involved in Pensions and Insurance
- Employee Benefit Consultants
Investment
The registration fee for the workshop is 600 USD per participant. This fee covers facilitation, workshop certificate, training materials, as well as tea/coffee and lunch during the workshop sessions. Please note that the fee does not include VAT, transport, and accommodation, which will be the responsibility of the participants.
Payment Options
To secure your participation, kindly register with us and make payment in advance using one of the following payment options:
1. Cheques payable to Finnet Institute Limited.
2. Deposit to USDA/cNo: 0100012174645, Stanbic Bank Kenya Ltd, Chiromo Branch, and email a scanned copy of the payment slip to Finnet Institute.
Registration
To confirm your registration, please send an email to institute@finnettrust.com on or before January 15th, 2025. Kindly include the names and designations of the participants from your organization.