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 is a risk assurance director at PwC Luxembourg and focuses on sustainability reporting assurance and consulting.

With more than 17 years in auditing and advising, she supports large clients to demonstrate the robustness of their control environment and processes under the international standards such as ISAE 3000. She has developed a strong expertise in sustainability and climate reporting to advise or assess clients’ disclosures on non financial information. She is actively involved in PwC's CSRD/TCFD working groups. She is certified Cambridge business and climate change – Towards net zero emissions.

Oriane is a director at PwC Luxembourg.

She 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.