Transition Plans for Investment Managers

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An introduction to Transition Plans: what are they, why do you need one and what does a good one look like?

This course is designed for anyone involved in the creation or execution of a Transition Plan, whether your company already has one or is creating one for the first time.

It will cover the key elements of a Transition Plan and how it applies to an investment manager, to enable you to develop and execute an effective Transition Plan supported by all stakeholders.

The focus will be on ensuring that the Plan is useful for the organisation in achieving its targets, and will look at what makes a successful plan and what mistakes investment managers might make, using case studies.

Key Learning Objectives:

• To understand what a Transition Plan covers and how it applies to an investment manager
• To be able to develop an effective Transition Plan for your company
• To be able to involve key stakeholders in the Plan’s development
• To ensure that the Plan is useful for the organisation

09:30     Introduction

09:40     What is a Transition Plan?

• Origins of Transition Plans and the TCFD recommendations
• Background to the Transition Plan Taskforce and UK regulation.
• What does a Transition Plan do?

10:00     How to develop a Transition Plan

• Setting out strategic goals and targets
• Ensuring buy-in from all parts of the organisation
• How Transition Plans apply to investment managers

10:40     Coffee break

11:00     What does an effective Transition Plan look like?

• Recap of what a Transition Plan should do
• Elements of a successful plan
• What can go wrong
• Case studies of effective investment manager plans

12:30 Finish

James Hulse, Hindsight Consultancy
James founded Hindsight Consultancy in 2016 to advise investors, banks, companies and civil society on climate change and natural capital. Projects have included:

• designing new environmental policies for banks and investors,
• writing guides for financial institutions on how to tackle deforestation in their portfolios,
• helping a credit ratings agency to take account of climate change in their credit ratings, 
• lead drafter for the asset management working group of the UK’s Transition Plan Taskforce.

James was previously Head of Investor Initiatives and Head of Forests at CDP (formerly the Carbon Disclosure Project). Before that, he ran the Forest Footprint Disclosure Project at Oxford-based charity Global Canopy, working with investors and companies to tackle commodity-related deforestation. From 1991 until 2008, James worked in the financial markets as a trader and fund manager. In 2005, he was co-founder and Chief Operating Officer of Cumulus Asset Management, a hedge fund looking at weather and climate-related themes. He set up and managed the first ever climate hedge fund in 2008.

CEO, COO, CIO, Head of Sustainable Investing, Head of Products, Head of Policy

IA Member £395.00 +VAT
Non-Member £545.00 +VAT

Pay using a credit card online, or if you wish to be invoiced please email your full details to: training@theia.org

PLEASE NOTE: Full payment for the course must be made prior to the course commencement date.

• Any cancellation must be made in writing.
• For all cancellation received 15-30 days prior to the course start date, 50% of the course fee is still payable.
• No refund is given for a cancellation made 14 days or less prior to the commencement of a course.
• Transferring from one course to another is treated as a cancellation. You can substitute one delegate for another at no additional cost. In this instance, please give two business days’ notice.