ESG In The Investment Funds Industry

ESG In The Investment Funds Industry

ON SITE or ONLINE LIVE

3 DAYS

EN, FR

INTERMEDIATE

CERTIFICATE

Our ESG and investing training program is specifically designed for the investment fund industry. Our course has been developed in collaboration with leading academics and professionals in the fields of ESG and investment funds.

PROGRAME’S OBJECTIVES

This comprehensive training program is designed to equip participants with the knowledge and skills necessary to navigate the dynamic ESG investing landscape and integrate ESG considerations into every aspects of the investment process.

KEY LEARNING OUTCOMES

  • Understand the concept of ESG investment and recognize the factors that are shaping its growth and importance in the financial industry.
  • Familiarize with the ESG integrated investment process
  • Understand current trends in ESG and an overview of ESG regulations
  • Clarify the regulatory ESG disclosure requirements for corporates
  • Understand the goals and principles of the EU SFAP
  • Explain the main ESG reporting requirements for asset managers focusing on SFDR
  • Describe the best practices for ESG reporting, with a specific focus on disclosures and reports recommended by the PRI
  • Gain insight into the risks and underlying causes of greenwashing, relevant to both corporations and asset managers

PUBLIC CONCERNÉ

  • Conçu pour les praticiens des services financiers cherchant à améliorer leur compréhension des enjeux ESG, ce cours explore les motivations et les facteurs déterminants de l'investissement ESG ainsi que les défis liés à son intégration dans les processus d'investissement existants.
  • Une compréhension préalable des principes fondamentaux de la gestion d’actifs est requise.

Why should you attend?

Designed for financial services practitioners seeking to improve their understanding of ESG issues, this course explores the rationales and driving factors for ESG investment and the challenges involved in integrating it into existing investment processes. It require a prior understanding of the fundamental principles of investment management.

TREE DAYS TRAINING AND CERTIFICATION PROGRAM

DAY 1

Overview of ESG

  • Understand the concepts and significance of ESG and sustainable finance, putting them in the perspective of modern investment practices and emphasizing the need for companies and investors to understand these concepts and their implications

ESG Investing – Introduction

ESG Product Development and Marketing

  • Describe the process of designing and launching ESG funds and products, highlighting the critical considerations and steps involved in this process

Investment and Portfolio Management

  • Discuss how to incorporate ESG factors into investment decision-making, including active and passive management as well as ESG screening and analysis tools

DAY 2

Introduction to the Principles for Responsible Investment

ESG Asset Manager Reporting and Regulations

  • Understanding the EU SFAP and the key elements of the EU SFDR and taxonomy. Discuss requirements and best practices for preparing Articles 6, 8, and 9 reports,

Benefits and Risks of ESG Investing

ESG Sustainable Finance Instruments

  • Understand ESG sustainable finance instruments (green bonds, sustainability-linked bonds..)
  • Discuss ESG investing in real estate and infrastructure

DAY 3

ESG Corporate Reporting and Regulations

  • Discuss greenwashing and the importance of good ESG reporting as well as performance measurement
  • Present reporting and disclosure frameworks and initiatives

Best practices and tools in ESG reporting

Ethical Considerations and Challenges

ESG Standards

  • Present ESG standards (ISO 14001, ISO 26000, and ISO 14064)

GET A QUOTE

We will be happy to share the price information once we know the number of participants and your preferred delivery channel.

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Posted in ESG In The Investment Funds Industry