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Training and Facilitation
INDEPENDENT TAILORED TRAINING TO HELP ASSET OWNERS EMBED ESG, SUSTAINABILITY AND IMPACT INVESTMENT INTO THEIR STRATEGIES.

Since 2017, we've run many in-person and online training sessions for trustees and pension committees. Our programme covers essential topics ranging from an introduction to impact investment and how to put it into action, to measuring and monitoring impact. Our facilitated sessions can also equip asset owners with the tools to prioritise their ESG beliefs, strategically guiding them toward an investment approach more closely aligned to the United Nations sustainable development goals.

Introduction to impact investing
Supports asset owners who would like to develop a holistic understanding of impact investment and impact opportunities. Incorporates the Impact Investing Principles for Pensions as a good governance framework as well as case studies from Adopters of the Principles to understand developing practice by peers.
Only members can view this page. Please or join to view. If your organisation is already a member, please contact us for access.
Setting investment beliefs
Guiding asset owners to agree a set of investment beliefs underpinned by an investment thesis. Includes an introduction to the spectrum of capital, from responsible investing through to impact investing, with examples and an introduction to the United Nations sustainable development goals.
Only members can view this page. Please or join to view. If your organisation is already a member, please contact us for access.
Deep dive into impact investing
Facilitation for asset owners who are ready to commence, or have already started, their impact investing journey. Helps refine the skills and knowledge of pension committee, trustees and investments teams to assist them in implementing and monitoring their new portfolios and investment mandates.
Only members can view this page. Please or join to view. If your organisation is already a member, please contact us for access.
Testimonials

“Pensions for Purpose facilitated London CIV’s Impact Investing Workshops for LGPS fund members to raise awareness of impact investing and help identify key impact priority areas. These events were very well attended and the feedback received was extremely positive. Pensions for Purpose training sessions are very accessible for fund members coming from all different backgrounds and experiences.”

Silvia Knott-Martin, Client Relationship Manager, London CIV

“I attended a comprehensive introduction to impact investing, run by Pensions for Purpose and Schroders. The training was engaging and well facilitated; I came away with enhanced understanding of impact investing and, most importantly, practical guidance on implementing impact frameworks and metrics. I look forward to attending future training sessions.”

Anna Darnley, Trustee Director, Smart Pension Master Trust

Research-led training

A service developed in response to specific member needs or to address broader industry understanding of a complex impact related issue. Since 2022 we have undertaken Impact Lens research on topics such as:

  • Industry trends in climate indices – different types of climate indices used by asset managers.
  • The future of investing for pension funds – social impact investing and a sustainable future.
  • One year on – TCFD reporting for pension funds.
  • Natural capital and biodiversity – where are UK asset owners on their journey?
  • Impact investing in private equity – a UK pension fund perspective.
  • Impact investment performance – a UK asset owner & investment consultant perspective.
  • Impact investing and private debt.
  • Navigating diversity, equity & inclusion – an asset owner perspective.

The unique insight from this research from across the industry, including asset managers, investment consultants and asset owners, can be used to deliver bespoke training on specific business and governance needs. Depending on the precise requirements we may undertake this research in conjunction with our Community Knowledge Partners.

Our Training Team
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David Brown

Senior Director & Training Lead

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Karen Shackleton

Chair & Founder

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Charlotte O'Leary

CEO

Contact Us

For further information, please contact us.