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Professional Training

ESG, SFDR and Sustainable Investing

Eureka Financial, Online (+1 locations)
Length
1 day
Length
1 day
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Course description

We are very happy to share that this course was selected by FindCourses as TOP 10 ESG PROGRAMMES IN 2024! 

The course is delivered as a live virtual 1 day session on 21 Mar 2024 from 9 a.m. until 5.30 p.m. UK time. 

Sustainable Finance and sustainability risks linked to Climate Change are now in the focus of public and political attention. Initiatives including Sustainable Development Goals (SDGs), the Paris Climate Agreement, the Task Force on Climate-related Financial Disclosures (TCFD) as well as increasing mandatory requirements (the EU Sustainable Finance Action Plan, the UK SDR & TCFD) as well as developing global standards (ISSB) have provided a roadmap for sustainability for governments, regulators, and investment firms.

By integrating sustainability criteria into investment decisions, asset owners and managers have a great potential to change markets and to shape sustainable economic systems, to enable public and private organisations embrace circularity and ultimately deliver the move to credible Net Zero emissions targets.

Increasingly understanding climate and sustainability risks in asset portfolios, has become both a business imperative and subject to regulatory scrutiny and controls.

By attending this very practical 1 day course conducted by a market practitioner you will learn about the key requirements for Climate Change investing, explore the characteristics of sustainable financial products and their investment potential and learn how to incorporate sustainability into asset portfolios.

You may be also interested in the following programme:

  • Green, Blue and Other Sustainable Bonds - In-company course only
  • Sustainability Reporting – SFDR, TCFD, SEC, SDR

Register for any 2 public courses at the same time and save extra £100 (in total, not per course). 

Course content

This course will provide the following key elements to understand Climate Change & Sustainable Investing:

  • Requirements for Sustainable Finance in Asset Management
  • Sustainable Financial Products within Equities and Fixed Income
  • Approaches to integrating Climate Change into asset portfolios
  • Sustainability Methodologies, understanding ESG data and different ratings from key vendors such as MSCI and Sustainalytics
  • Regulatory and Policy Frameworks for ESG and Sustainability integration including SFDR

Main topics

  • Key Environmental, Social and Governance Criteria
  • Sustainable Financial Products and their Characteristics
  • Application of Sustainable Finance for Investing/Asset Management
  • Sustainability Methodologies, ESG Ratings Vendors, limitations of data
  • Impact of SFDR and EU Taxonomy regulation
  • Other Regulatory and Policy Frameworks for Sustainability
  • Real life business cases and analysis of integrating climate change into investment portfolios

Suitability - Who should attend?

  • Chief Financial/Operations Officers
  • Chief Risk/Compliance Officers
  • Heads of Audit / Audit teams
  • Heads of Corporate Governance, Sustainability, and Investments
  • Investment Managers
  • Client Relationship Managers / Sales Teams

Outcome / Qualification etc.

Course Certificate on Completion

Course delivery details

We offer this course for both individual students, as well as the ability to book them as private in house training for companies looking to train employees.

Top 10 Awards

Top 10 Winner - 2024

We're delighted to announce that Eureka Financial is a winner in our Top 10 ESG Courses 2024 category.

Each year, we select the Top 10 most popular courses on our site in some of the most popular categories to make it easier for our users to find the right course for them - so you can book with confidence.

Expenses

Online: Early Bird £850, regular price £995 + VAT. 10% discount for 3 people. There is no VAT for delegates based outside of the EU for virtual courses. 

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Top 10 Awards

Top 10 Winner - 2024

We're delighted to announce that Eureka Financial is a winner in our Top 10 ESG Courses 2024 category.

Each year, we select the Top 10 most popular courses on our site in some of the most popular categories to make it easier for our users to find the right course for them - so you can book with confidence.

Eureka Financial
22 A St Jame's Square
SW1Y 4JH London

Eureka Financial

Eureka Financial is a provider of banking, finance, regulatory, risk and wealth management training courses. We also offer some business management and soft skills training programmes. Based in London, UK, we organise public courses in London as well as tailored in-house...

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