Workshops and Training

Full day workshop training in ESG and Sustainable Finance

Sustainable Finance, ESG criteria and sustainability risks are now in the focus of public and political attention. The United Nations 2030 Agenda for SDGs (Sustainable Development Goals) and the goals of the Paris Climate Agreement have provided a roadmap for sustainability for governments, regulators, and investment firms. By directing financial flows into sustainable activities and integrating environmental, social and governance (ESG) criteria into business and investment decisions, the financial sector has great potential to change markets and to shape sustainable economic systems, to enable public and private organizations reach Net Zero emissions. Understanding climate risk and sustainability risks as part of asset management portfolios as well as corporate lending and credit balance sheets has become imperative for financial market practitioners.

This course is most useful for Chief Operations Officers and Chief Risk Officers, Heads of Corporate Governance, Sustainability, and Investments, Sales and Lending decision makers and Traders within Investment Banks , Corporate Banks , Asset Managers , and Hedge Funds .

Course Objectives

This course will provide buy side and sell side participants with the following key frameworks to understand sustainability and ESG integration:

• Model for Sustainable Finance for Investment Banking, Corporate Lending, and Asset Management

• Evaluating Sustainable Financial Products within Equities and Fixed Income

• Sustainability Methodologies, understanding ESG data and different ratings from key vendors such as MSCI and Sustainalytics

• Regulatory and Policy Frameworks for ESG integration and Sustainability Risks

Key Learning Outcomes

• Introduction to UN SDGs, ESG Criteria and Sustainable Finance

• Sustainable Financial Products

• Sustainable Finance for Banking and Investing/Asset Management

• Sustainability Methodologies, ESG Ratings Vendors, limitations of data

• Regulatory and Policy Frameworks for Sustainability

• Solve real life Business cases and Analysis of climate scenarios

Background

• UN SDGs and Paris Climate Agreement
• Introduction to ESG Criteria and Sustainability
• Global Sustainable Finance Disclosures

What is Sustainable Finance?

• Integrating Sustainability into Business decisions
• Economics of Sustainability, transition to a low carbon and sustainable
organization
• Sustainable Financial Products Green bonds, Sustainable Equity and ESG
funds, Sustainability linked loans, etc Overview of currently available
sustainable products globally

Regulations and Policy Framework

• EU Action Plan on Sustainable Finance Taxonomy, SFDR, TCFD, Green
Bond Standards
• Government and Institutional move to NetZero

Other Considerations

• Greenwashing
• Sustainability Audits and B Corp firms
• Stranded Assets and Sustainability Risk Stress Testing

What are ESG Criteria?

• Key Environmental, Social and Governance Criteria
• ESG Data and Sustainability Ratings: MSCI, Sustainalytics, TruCost, et al
• Business Cases

Sustainable Banking and Investing

• Three degrees of sustainable investing: Exclusion, Integration and
Impact Investing
• ESG Integration in Asset Management and Portfolio Strategies
• Sustainable Banking Identifying climate and the ethical impact of
lending
• Overview of available sustainability linked strategies Business cases

Sustainability Methodologies and Metrics

• TCFD Climate Scenario Analysis
• Measuring Non financlal impact of lending and investments
• ESG Data Aggregation, calibration, understanding quantitative and
qualitative data and approximations
• Methodologies of Sustainability Rating Agencies, and limitations

 

We also offer full or half-day workshop sessions on the following topics:

  • Markets in Financial Instruments Directive II/Regulation (MIFID II/MIFIR)

  • Regulatory Reporting: EMIR/MIFIR

  • EMIR Regulatory Overview

  • STOR and MAR Overview

  • DODD Frank Act and Volcker Rule

Full day training workshops are £1,000 (+VAT). If you would like to learn more or schedule a training for your firm, please contact us on training@piconanalytics.co.uk