In today’s challenging and rapidly evolving financial landscape, sustainable finance and sustainable investments have continued to form a material component of lending and investment strategy for banks, asset managers, hedge funds/family offices, private markets, pension funds and insurers. Regulatory pressures, climate risks, and investor demand are driving market participants to integrate ESG and sustainability risk into their portfolio strategies and decision-making.
This workshop provides a deep dive into ESG frameworks, sustainable finance products, regulatory developments, and practical implementation strategies.
Conducted by a senior market practitioner with extensive international experience, the session combines expert insights, real-world case studies, and interactive exercises to equip participants with the knowledge and tools needed to master the complexities of sustainable investing while maximising financial and impact returns.
What will you learn
This course will provide the following key elements to understand Climate Change & Sustainable Investing:
- Understand the fundamentals of ESG, sustainable finance and climate risk, and their relevance to investment performance
- Explore the latest sustainable finance products and strategies across asset classes for banks, asset managers, and hedge funds
- Awareness of global ESG regulations across the EU, UK, US and APAC, and their implications
- Learn how to assess ESG data, understand climate risk, mitigate greenwashing risks, and integrate sustainability into investment processes
- Develop actionable strategies to align portfolios with climate goals and stakeholder expectations
Course Content
- ESG and Sustainable investing Background and scope
- Sustainability and ESG - Key components, ESG data, sustainability methodologies and metrics
- Key Environmental, Social and Governance Criteria
- ESG integration in investment decision-making
- ESG Data - Aggregation, calibration, understanding quantitative and qualitative data and approximations
- Measuring Non-financial impact of lending and investments
- Methodologies of Sustainability Rating Agencies, and limitations
- Climate Scenario Analysis
- ESG Integration in Asset Management and Portfolio Strategies
- ESG Integration within Fund Management - ESG Weightings and P&L, Product Governance, Key Risks
- Best practices in ESG reporting
- Sustainable Finance Regulation Internationally: UK, EU, US and APAC
- Key frameworks: TCFD/SDR, SASB/ISSB/IFRS, GRI, SFDR, PRI, CDP, PCAF
- Identifying Green Products - Green bonds, Sustainable Equity and ESG funds, Sustainability linked loans, etc.
- Emerging trends: TNFD and Biodiversity finance, social bonds, Just transition, the role of blockchain and tokenisation in ESG investing
- Numerous Case Studies
Who Should Attend
From Banks, Asset Managers, Hedge Funds, Family Offices, Private Banking and Private Equity/Credit firms, Pension Funds, Insurers:- CEOs
- CFOs
- Heads of Wholesale and Retail Lending and Origination
- Portfolio Managers/Investment managers
- CROs and Risk Managers
- Sales and Distribution teams
- Client and Regulatory Reporting Teams
- Compliance and
- Audit Managers
