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CHARACTERISTICS:

This introductory module will give you an overview of key environmental and social trends and their impact on investments, society and the planet. It proposes measures to address sustainable development challenges through your actions and investment decisions.

Duration of the e-learning module : approx. 2 hours.

LEARNING OBJECTIVES:

• Understand the global dynamics of sustainable development ;
• Strike a balance between economic, social and environmental objectives ;
• Recognise obstacles (real or perceived) and identify approaches to overcome them.

CHARACTERISTICS:

This module examines how fiduciary duty has evolved in a rapidly changing world. It enables pension fund administrators to evaluate the role of environmental and social issues in their fiduciary responsibilities and act accordingly.

Duration of the e-learning module : approx. 2 hours.

LEARNING OBJECTIVES:

• Explore the links between sustainability and fiduciary duty ;
• Evaluate different responsible investment approaches that enable sustainability and climate risks to be managed within portfolios ;
• Propose concrete measures to develop your pension fund's sustainability strategy.

CHARACTERISTICS:

This module provides an understanding of regulations related to sustainability and sustainable finance. It focuses on current and developing legislation in Switzerland and the European Union.

Duration of the e-learning module : approx. 3 hours.

LEARNING OBJECTIVES:

• Be familiar with the main national and international legislation relating to sustainability;
• Understand their impact on investment management;
• Identify the role investors can play in regulatory developments.
   

CHARACTERISTICS:

This module helps institutional investors integrate environmental, social and governance (ESG) issues into their investment processes to manage sustainability risks and enhance their impact.

Duration of the e-learning module : approx. 3 hours.

LEARNING OBJECTIVES:

• Explain how and why sustainability analysis enhances financial analysis and investment decisions;
• Identify the SRI strategies that are best aligned with your investment and sustainability objectives;
• Understand how pension funds can take sustainability issues into account in their strategic asset allocation, selection of external managers and supervision of active managers.
   

CHARACTERISTICS:

This module provides a better understanding of various stewardship approaches (in particular the exercise of voting rights and dialogue with companies) in the context of investment management and as a way to promote sustainability.

Duration of the e-learning module : approx. 3 hours.

LEARNING OBJECTIVES:

• Understand and evaluate the different stewardship approaches and know how they support each other;
• Develop a stewardship strategy tailored to your objectives and the specific characteristics of your pension fund;
• Communicate your preferences to external asset managers to improve the overall effectiveness of your stewardship efforts.
   

CHARACTERISTICS:

This module has been designed to help pension fund representatives gain a better understanding of the effects of climate change, anticipate how climate-related risks can affect their investments, and see which practical measures they can take to address these challenges.

Duration of the e-learning module: approx. 2-3 hours.
 

LEARNING OBJECTIVES:

• Understand climate change mechanisms, our current temperature trajectory and the resulting climate-related risks (physical risks, transition risks, legal risks);
• Anticipate implications for the real economy and for the safety of pension investments over the coming years, based on various climate scenarios;
• Know and use the tools available to strengthen the resilience of investment portfolios, reduce their exposure to climate risks and support the transition to a low-carbon economy.

Standard price of the e-learning module: CHF 100 per person (excl. TVA).

Participants receive a certificate of completion once they have finished the training course.

CHARACTERISTICS:

This module is designed to explain the ESG reporting standard proposed by the Swiss Pension Fund Association (ASIP) to representatives of pension funds and provide them with concrete guidance on how to prepare their sustainability report based on these recommendations and interpret the results.

Duration of the e-learning programme: approximately 4-5 hours.

LEARNING OBJECTIVES:

• Understand and apply ASIP's recommendations on ESG reporting, particularly calculations related to quantitative indicators.
• Know how to integrate the key elements of ESG reporting according to the ASIP into your reporting structure.
• Improve your ESG reporting process by identifying essential data, its sources and aggregation methods, as well as useful tools for preparing a sustainability report.
• Use the information contained in your sustainability report to refine your responsible investment strategy and communicate your approach more effectively to your policyholders. 

Standard price of the e-learning module: CHF 400 per person (excl. TVA).

This module is only available in French and in German.