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RI for Trustees
This course outlines why responsible investment is important for trustee and board members, and the steps involved in becoming a responsible trustee. There is substantial academic literature involved, but no exam at the end.
Responsible Investment for Trustees
The Responsible Investment for Trustees course is brought to you by the PRI Academy. It features content from leading international experts, real life and hypothetical case studies, financial modelling, and has been designed to help maximise your understanding and practical application of key ESG concepts in the shortest possible timeframe.
The Responsible Investment for Trustees course provides an outline on why responsible investment is important for trustees and board members and the steps involved to become a responsible trustee. The course sets out why sustainability or ESG issues are relevant to you as a trustee or board member.
Certification
After successful completion of the course, the user will be awarded a certificate of completion.
Learning outcomes
By the end of this course you will be able to:
- Explain why sustainability issues are important for pension funds.
- Work with your board, executive team and others to develop and implement a responsible investment strategy that matches your fund’s overall objectives.
- Identifying the relationship between ESG analysis and investment decision making.
- Ensure that your strategy is kept up to date.
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Course outline
INTRODUCTION
- Environmental and social megatrends
- Developments in fiduciary duty and the regulatory environment
- Long-term investment
- Research on ESG issues and financial performance
ORGANISATIONAL PURPOSE AND VALUES
- Establishing the purpose and values of your fund
- Set out a process for establishing your organizational purpose and values.
INVESTMENT BELIEFS
- What are the beliefs about investment, markets and sustainability issues that guide your fund?
- Examples of investment beliefs on ESG issues from around the world
INTERNATIONAL REFERENCE POINTS
- Setting your RI policy
- Reference points for your policy – e.g.international standards
TOOLS YOU CAN USE
- ESG integration
- Engagement/stewardship
- Investing in sustainability solutions and the real economy
- Market-wide engagement
FOCUS ISSUES: WHAT YOU CAN DO
- Climate change
- Human rights
- Inequality
- Issues that affect your fund
WRITING AND IMPLEMENTING YOUR POLICY
- Drawing together the strands to write your policy
- Setting objectives
- Resources you will need
WORKING WITH INVESTMENT CONSULTANTS AND MANAGERS
- How to get the best out of your investment consultants and managers to support your approach to RI?
- ESG requirements in requests for proposals
- ESG requirements in investment management agreements
PUBLIC REPORTING ON RI
- What does best practice public reporting on RI look like?
- Report’s content
- Report’s quality
MAKING IT ALL HAPPEN
- Ideas for working with your colleagues on the board and with your executive team to get RI off the ground at your fund
- Bringing it all together
The course and its resources are insightful for investment professionals willing to deepen their knowledge in responsible investment. The training provides us with a structured approach and valuable advice that we can rely on when implementing clear ESG policies. The quality of the references and material equips us with the right tools to cover ESG topics, be it be during client meetings, discussions with consultants or strategic talks with board members.
Tamila Chaouche
Institutional Relationship Manager, Avadis Vorsorge AG
Having worked in RI on the provider side of the industry I had a good understanding of the PRI aims, objectives and framework. I now work as an independent professional trustee and where I found the course useful was in understanding how best to incorporate PRI into trustee thinking and decision making.
Angela Winchester
Trustee Director, Chair, Director of Risk & Governance
The resources provided by PRI Academy through this course were very helpful and valuable to me. I got the elements and knowledge needed to write the Responsible Investment Policy of the University Endowment, and inspire its board to take an active role in the ESG issues and its impact in the long term risk-return profile.
Patricia Alejo CAIA
Portfolio Manager, Pontificia Universidad Javeriana, Colombia
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