Your pathway to a strategic decarbonation

The transition to a climate-neutral society by 2050 as set by the EU commission is both an urgent challenge and an opportunity to build a better future for all.

In this context, PwC's Academy, along with PwC's experts, is happy to offer a training to equip fund managers with the knowledge, tools, and strategies necessary to align investment portfolios with global decarbonation goals, mitigating climate-related risks and seizing new opportunities in a low-carbon economy.

By the end of this training, fund managers should be better equipped to navigate the challenges and opportunities presented by the global transition to a low-carbon economy. They will have the tools and strategies necessary to align their portfolios with this transition, ensuring both financial and environmental sustainability.

Expected Outcomes:

• Enhanced understanding of the climate crisis and its financial implications.
• Ability to design and manage investment portfolios aligned with decarbonation goals.
• Mastery of tools and methodologies for assessing and reporting on climate risks and opportunities.

Introduction to climate change and financial implications

The science of climate change: basics and latest findings

• Climate-related financial risks and opportunities
• Global policy landscape and the Paris Agreement

Decarbonation pathways and targets

• Understanding different pathways to net-zero
• Sectoral transitions and their investment implications
• Setting and aligning with interim targets
• Assessment tools and methodologies

Carbon footprinting of portfolios

• Scenario analysis and stress testing
• Integration of ESG (Environmental, Social, and Governance) metrics
• Strategic portfolio construction and management

Asset allocation for a low-carbon world

• Identifying low-carbon investment opportunities
• The role of green bonds, renewables, and other alternative assets

Engagement, voting, and advocacy

• The importance of investor stewardship in driving corporate decarbonation
• Effective engagement strategies with companies on climate issues
• Voting policies to support decarbonation
• Regulatory landscape and reporting requirements

Current and emerging regulations related to climate risk disclosure

• Best practices in climate-related financial reporting
• Navigating global regulatory differences
• Innovation and new frontiers in decarbonised investing

Carbon offsets and carbon credits

• The pros and cons and how it works
• Climate tech solutions
• The role of blockchain and AI in tracking and managing carbon emissions
• Case studies and real-world applications

Examination of leading funds and their decarbonation strategies

• Lessons from successful and unsuccessful decarbonation efforts
• Group exercises: designing a decarbonised portfolio

This training is coordinated by Claire Cherpion and Oriane Schoonbroodt, Directors at PwC Luxembourg. Claire focuses on sustainability reporting assurance and consulting. Oriane focuses on providing leadership and C-suite strategy advice on sustainable finance and ESG strategy for clients in financial services, corporations, SME’s and the public sector.