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NITA AccreditedIntermediatePhysical + Virtual5 daysTOEI753

Training on ESG Integration in Pension Fund Investments

Learn ESG investing for pension funds including risk assessment, portfolio management, and reporting frameworks.

Next intake

20 Jul 2026 · Nakuru

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

Environmental, Social, and Governance (ESG) factors are increasingly shaping investment decisions in pension funds, driven by regulatory expectations, stakeholder demand, and the need for sustainable long-term returns. Integrating ESG into pension fund investments enhances risk management, improves portfolio resilience, and aligns investments with responsible and ethical practices.

This course provides a practical understanding of ESG principles and how to integrate them into pension fund investment strategies. Participants will learn how to evaluate ESG risks and opportunities, incorporate ESG criteria into investment decision-making, and monitor performance to ensure sustainable and responsible investing.

Duration

5 Days

Who Should Attend

  • Pension fund trustees and board members
  • Investment managers and analysts
  • Pension fund administrators
  • Risk and compliance officers
  • Finance and asset management professionals
Learning outcomes

What you'll walk away with

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

  • Understand ESG principles and their relevance to pension funds
  • Integrate ESG factors into investment decision-making
  • Assess ESG risks and opportunities in portfolios
  • Monitor and report ESG performance
  • Align investments with sustainability and governance standards
Course modules

What we cover, module by module

Module 1: Introduction to ESG & Sustainable Investing

  • Overview of ESG concepts (Environmental, Social, Governance)
  • Importance of ESG in pension fund investments
  • Global trends and regulatory landscape
  • Case Study: ESG-driven investment outcomes
  • Practical: Identifying ESG factors in investments

Module 2: ESG Integration Frameworks & Strategies

  • ESG integration approaches (screening, ESG scoring, impact investing)
  • Developing ESG investment policies
  • Aligning ESG with investment objectives
  • Workshop: Designing an ESG integration framework
  • Case Study: ESG strategy implementation

Module 3: ESG Risk Assessment & Portfolio Management

  • Identifying ESG risks (climate, social, governance risks)
  • Incorporating ESG into portfolio construction
  • Asset allocation with ESG considerations
  • Practical: ESG risk assessment exercise
  • Case Study: Managing ESG risks in portfolios

Module 4: ESG Performance Measurement & Reporting

  • ESG metrics and key performance indicators
  • ESG reporting frameworks and standards
  • Transparency and stakeholder communication
  • Workshop: Developing ESG reports
  • Case Study: ESG reporting best practices

Module 5: Governance, Compliance & Future Trends

  • Governance structures for ESG oversight
  • Regulatory compliance and disclosure requirements
  • Emerging trends in ESG and sustainable finance
  • Capstone Exercise: ESG investment strategy plan
Impact

Where the change lands

Individual Impact

  • Strong understanding of ESG principles and applications
  • Improved skills in sustainable investment analysis
  • Enhanced ability to integrate ESG into decision-making
  • Increased confidence in ESG reporting and compliance

Organizational Impact

  • Improved risk management and investment resilience
  • Enhanced reputation and stakeholder trust
  • Alignment with global sustainability standards
  • Better long-term investment performance

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.

It covers ESG principles, investment strategies, risk assessment, and reporting.

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 ESG Integration in Pension Fund Investments 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.