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Understanding how the financial system contributes to the climate crisis and demanding it is part of the solution is one of the single most impactful things we can do.
Many stakeholders and community members are unfamiliar with the role that public capital can play as a lever in deterring climate catastrophe. Many are also unfamiliar with the very real and rising climate risk affecting pension funds and other public funds. But public employees and community members are essential partners in ensuring that public funds both address the risks of climate change and drive toward a more sustainable economy.
That being said, pension funds represent the secure retirement for millions of workers and are not to be mucked about lightly. We create resources to help people understand how pension funds are used to fuel the climate crisis and the solutions to manage risk.
We have trained over 1,000 advocates, students, stakeholders, and beneficiaries—explore resources or contact us to book a consultation.
Featured Resources
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Understanding Asset Manager Due Diligence
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How to Strengthen a Fund’s Strategic Asset Allocation
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Managing Risk and Opportunity in Private Market investments
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Data Frameworks for More Accurate Climate Risk Analysis
The Integrated Resilience Checklist for Union Trustees and Workers
The economy is shifting in ways that are already showing up in employer stability, pension fund performance, and the industries workers depend on. This checklist gives union trustees and worker leaders a practical tool for asking better questions of the institutions making decisions that affect members' economic futures — organized across five areas: strategic transition readiness, high-fidelity reporting, accountability and policy implementation, regional competitiveness and workforce stability, and strategic advisory capacity.
It is a starting point for more direct, more informed engagement with the decisions that shape workers' lives.
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"This is the bridge we need between the high-level conversations and the work on the ground."
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"This is fabulous and sorely needed. So many people can use these educational resources."
Dan Cohn, IEEFA
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"This is so much more comprehensive than anything I have seen provided to pension fund trustees.
Sonia Kowal, Zevin Asset Management
Pension Fund Governance & Accountability
Board and Influencer Mapping Handout and Worksheets for Trustees
Menu for Change: 10 Policy Paths Pensions Can Take to Tackle Climate Risk
Ways to Strengthen Transparency and Engagement with Workers and Retirees
Investment Strategy & Risk Management
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A Guide to Funds' "Year-End" Review
Pension Fund year-end reviews can often be difficult to navigate but they are also a ripe moment to boost your fund’s resilience by managing systemic climate risk and recognizing economic opportunities in climate solutions. This guide offers three overarching topics your fund will likely review and actions you can take.
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‘Say What?!’ Glossary
This glossary demystifies key concepts to empower pension fund stakeholders with the knowledge and language needed to navigate the intersection of systemic climate risk, fiduciary duty, and financial resilience to support informed decision-making and strengthen collective efforts to mitigate climate risk.
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Identifying and Reframing Disinformation
Disinformation and misinformation are powerful tools used to erode trust, distort facts, and undermine sustainable investing strategies. You can protect your pension fund and safeguard your financial future by recognizing these tactics and reframing harmful narratives. Learn how to identify, combat, and reframe disinformation.
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Eight Steps You Can Take to Understand Your Pension
Your pension is a promise you have earned — but understanding how it works and who is managing it should not require a finance degree. This resource walks through eight practical steps you can take right now to better understand, engage with, and protect your retirement.
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10 Attributes of Effective Pension Reporting
Transparent reporting is one of the most powerful tools a pension fund has to demonstrate responsible stewardship and to defend against misinformation in an increasingly politicized environment. This resource walks through ten attributes that make reporting on sustainable risk and opportunity management effective.
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Transition Readiness and Transition Planning
Transition readiness measures how well a company is preparing for a low-carbon economy, and it is one of the most important things a pension fund can assess when evaluating long-term risk. This primer breaks down what it means, why it matters, and how it connects to smarter investment decisions.
Protecting Your Pension: A Guide to Speaking Up on Climate Risk
Your pension is your future — and your voice matters. This guide and checklist will help you prepare clear, focused testimony to ensure trustees understand the importance of managing climate risk, protecting retirement security, and strengthening the fund for all members.
Member Engagement, Organizing & Narrative Tools
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Checklist for Effective Organizing Tactics
Ensuring that your organizing approach aligns with your overall goals and resonates with your intended audience is key to making change. Learn how to balance creativity with strategic thinking to enhance engagement efforts and produce more impactful results with these ten questions. Download.
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Engagement Opportunities for Beneficiaries
Explore six examples of engagement that beneficiary groups can request from their fund. This is not an exhaustive list but rather intended to prompt groups to consider what form and function would be most effective and accessible for their fund. Download.
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Intersectionality and Climate Justice (Handout)
The climate crisis impacts us all, but its burdens are not shared equally. As wildfires, heatwaves, and extreme weather events grow more frequent, they expose deep social inequities. Explore the impact on workers and communities. Download.
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