RESPONSIBLE INVESTMENT BELIEFS WORKSHOP /

for DB &. DC Schemes

RESPONSIBLE INVESTOR BELIEFS WORKSHOP.pn
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£250

All prices are per person,

excluding VAT

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This course gives you a comprehensive roadmap to help you design and facilitate your own responsible investment beliefs workshop. We walk you through every step of the journey using a tried-and-tested blueprint honed by industry leading asset owners.

 

We equip you with the tools you'll need to run your own workshop; providing you with a framework to define your beliefs and boundaries, and then guidance on how to incorporate your findings into a statement of responsible investment principles.

 

Our video based lessons and PDF downloads offer specific guidance on how to organise and prepare for the workshop, helping you to engage your whole trustee board in the process.

 

We've also included an exclusive look at a case study from a FTSE 100 bank pension fund, giving you access to their responsible investment beliefs journey, from their initial discussions, all the way to the implementation of their final ESG strategy.

  

OUTLINE OF THE COURSE:

  • WHY YOU NEED TO DEFINE YOUR RESPONSIBLE INVESTMENT BELIEFS

  • PRE-WORKSHOP PLANNING

  • FACILITATING THE WORKSHOP

  • POST-WORKSHOP ACTIVITIES

  • ASSET ALLOCATION, DIVESTMENT, ENGAGEMENT & STEWARDSHIP GUIDES

  • FTSE 100 BANK PENSION FUND COMPLETE CASE STUDY

Downloads also included in the course:

  • STEP-BY-STEP GUIDE WORKSHOP GUIDE

  • STATEMENT OF INVESTMENT PRINCIPLES TEMPLATE

  • MULTIPLE EXAMPLE STATEMENTS OF INVESTMENT PRINCIPLES 

OUR CONTRIBUTORS

JULIUS PURSAILL

Chair of DC Schemes

RBS & Heineken DC Pensions

CONFIDENTIAL

Former Pensions CIO,

FTSE 100 Bank