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Ideal Workplace Solutions
NITA AccreditedIntermediatePhysical + Virtual5 daysTOCR184

Training on Climate Risk & Sustainable Pension Portfolios

Strengthen pension fund governance through climate risk and sustainable investing.

Next intake

24 Aug 2026 · Pretoria

View all dates

Duration

5 days

Live instruction

Delivery

Physical + Virtual

Cohort based

Level

Intermediate

Working professionals

Certification

NITA reimbursable

For Kenyan cohorts

Language

English

All materials

Overview

About this programme

Climate change is no longer a distant environmental issue - it is a material financial risk with direct implications for pension fund performance, asset valuation, and long-term member outcomes. Pension funds, as long-horizon investors, are increasingly expected to identify, assess, and manage climate-related financial risks while integrating sustainability and ESG principles into investment decision-making.

This training equips trustees, investment professionals, and pension administrators with practical tools to understand climate risk, comply with emerging regulatory expectations, and build resilient, sustainable pension portfolios that balance fiduciary duty with long-term value creation.

Duration 

5 Days

Who Should Attend

  • Pension fund trustees and board members

  • Investment committee members

  • Pension fund managers and administrators

  • Fund managers and investment analysts

  • Risk and compliance officers

  • Regulators and policy professionals

Learning outcomes

What you'll walk away with

By the end of the course, participants will be able to:

  • Understand climate-related financial risks affecting pension funds

  • Integrate ESG and sustainability principles into pension investments

  • Assess portfolio exposure to climate transition and physical risks

  • Apply global frameworks to climate risk management

  • Support informed, future-proof investment decisions

Course modules

What we cover, module by module

Module 1: Climate Change & Financial Risk for Pension Funds

  • Climate change as a systemic financial risk

  • Physical, transition, and liability risks

  • Why climate risk matters for long-term pension liabilities

  • Fiduciary duty and climate considerations

  • Case Study: Climate risk impacts on institutional investors

Module 2: ESG & Sustainable Investing Frameworks

  • ESG principles and their relevance to pensions

  • Global frameworks: TCFD, PRI, SDGs, ISSB (overview)

  • Regulatory and policy expectations for pension funds

  • Case Study: ESG integration in pension fund governance

Module 3: Climate Risk Assessment & Portfolio Exposure

  • Identifying climate risk across asset classes

  • Climate stress testing and scenario analysis (conceptual)

  • Carbon exposure, stranded assets, and transition risks

  • Case Study: Assessing climate exposure in a pension portfolio

Module 4: Building Sustainable Pension Portfolios 

  • ESG integration vs exclusion vs impact investing

  • Climate-aligned asset allocation strategies

  • Green bonds, infrastructure, and sustainable assets

  • Practical Session: Designing a climate-aware pension portfolio

Module 5: Governance, Reporting & Trustee Oversight 

  • Climate risk governance structures

  • Monitoring, reporting, and disclosure practices

  • Trustee roles in sustainable investment oversight

  • Practical Session: Developing a climate risk oversight checklist

Impact

Where the change lands

Personal Impact

  • Improved understanding of climate risk in investment decisions

  • Stronger confidence in ESG and sustainable investing concepts

  • Practical skills for trustee and committee oversight

Organizational Impact

  • More resilient and future-ready portfolios

  • Improved governance and regulatory alignment

  • Enhanced long-term returns and risk management

Dates and locations

Upcoming intakes

Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.

Full calendar
FAQs

Common questions.

Still not sure? Send us a note and a facilitator will get back to you within a business day.

To equip pension stakeholders with skills to manage climate risk and integrate sustainability into pension portfolios.

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Course finder

Find the right course for you

Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.

For corporate teams

Training 10+ professionals?

We deliver Training on Climate Risk & Sustainable Pension Portfolios in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.

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