Cette formation est proposée sous forme de formation à distance. En savoir plus

Description

Introduction

This advanced course is part of a 3-module programme:

  1. Sustainable Finance: Operational Aspects (this course) - supported by Forethix
  2. Sustainable Finance: The Case of Green, Social and Sustainability Bond and ESG Funds (advanced) 
  3. Sustainable Finance: Regulatory aspects
Programme

The module Sustainable Finance: Operational aspects is provided by Forethix Academy

Unit 1
Introduction: Key concepts are necessary in order to embrace advanced new notions related to sustainable development.  (1,5 hours)
  • Greenhouse gas emissions (GHG) and their consequence on climate change

  • Climate change scenario and models

Normative context in Sustainable Finance (2 hours)

Description: Learn about framework developers, standard setters, coalitions and initiatives providing research, standards, norms and practical tools for Sustainable Finance.

Objective: Be able to select the best norms or standards to support your Sustainable Finance strategies in line with the ambitions set.

Programme : 

  • Framework developers: UN Global Compact, Sustainable Development Goals, TCFD, ...
  • Standard setters: GRI, SASB, ISO, ...
  • Coalitions and initiatives: IPCC, IFC, 2° initiative, UNEP-Finance Initiative,...
Unit 2 - Sustainable Finance labelling (2,5 hours)

Description: Learn about European sustainability labelling agencies & understand their methodologies for assessing the eligibility of a financial product to their label.

Objective: Be able to understand the assessment methodology of major European labels in sustainable finance and prepare for a labelling process.

Programme :

  • Comparative analysis of existing labels in Sustainable Finance in Europe
  • EU Ecolabel for financial products
  • Process to obtain a label: requirement, timeline, cost, due diligence framework, validity & reviewal process. With the intervention of LuxFLAG.
Unit 3 - Sustainable Finance Data (2 hours)

Description: Learn about the sources of data for sustainable finance and understand the assessment approach of major providers. Take a look into the methodologies of major ESG indices, ESG rating agencies, specialised data providers, how they can be used and interpreted.

Programme: 

  • Key concepts and market demand
  • Investment strategies relying on ESG data 
  • Typical rating methodology 
  • Upcoming regulation
  • ESG rating process (Sustainalytics, CDP, MSCI...)
  • Case studies
Unit 4 - ESG transparency & reporting (3 hours)

Description: Understand the principles of extra-financial reporting on both sides: ESG reporting for investors and non-financial reporting for corporations.

Objective: Learn to read and interpret sustainability information from an extra-financial report.

Programme: 

  • Key reporting principles (materiality, double-materiality, comparability, boundaries, engagement...)
  • Metrics
  • Reporting frameworks illustrated by case studies (investors reporting, transparent policies, sustainability risk reporting, impact report, engagement/proxy voting report, corporate responsibility reports,...)
  • 10 steps to successfully prepare your report
Unit 5 - Collaborative case study (1 hour)

Description: Summarise your knowledge from Modules 1-4 playing the role of investor, lender, corporation or assessor. 

Objective: Based on real-case examples, put in practice various operational aspects of Sustainable Finance.

Programme:

  • Preliminary reading and assignment will be provided to you at the end of Unit 4
  • Schedule in your own time a 1-hour individual working session in preparation of Unit 5
  • Consolidation of results, observation and feedback session with the group will take place during Unit 5
Target Audience

All professionals working in bank, asset management, insurance companies and other financial institutions who need to capture knowledge & best practices on sustainable finance.


Modalités

Support de cours

Pour des raisons de respect de l'environnement veuillez noter qu'aucun support papier ne vous sera fourni lors de votre formation. Votre support de cours peut être téléchargé gratuitement avant le début du cours via notre portail client (télécharger ici le guide du portail client). Vous pourrez ainsi le consulter sur l’écran de votre appareil mobile ou l'imprimer en cas de besoin. Si votre inscription a été effectuée par un responsable formation de votre entreprise veuillez le contacter pour qu'il puisse vous y donner accès ou vous l'envoyer.

Certification

 At the end of the training, a certificate of attendance will be available either on your client account or on demand to the customer service.

Lieu
Classe virtuelle
A distance
Calculer l'itinéraire

Sessions et horaires

Télécharger le planning (PDF)

  • lun. 26.09.2022

    15:00 à 18:30

    3H30

    Operational aspects of Sustainable finance (Advanced)

    Classe virtuelle

  • mar. 27.09.2022

    15:00 à 17:30

    2H30

    Operational aspects of Sustainable finance (Advanced)

    Classe virtuelle

  • mer. 28.09.2022

    15:00 à 17:00

    2H

    Operational aspects of Sustainable finance (Advanced)

    Classe virtuelle

  • jeu. 29.09.2022

    15:00 à 18:00

    3H

    Operational aspects of Sustainable finance (Advanced)

    Classe virtuelle

  • ven. 30.09.2022

    15:00 à 16:00

    1H

    Operational aspects of Sustainable finance (Advanced)

    Classe virtuelle

Télécharger le planning (PDF)

  • lun. 19.12.2022

    14:00 à 17:30

    3H30

    Operational aspects of Sustainable finance (Advanced)

    Classe virtuelle

  • mar. 20.12.2022

    14:00 à 16:30

    2H30

    Operational aspects of Sustainable finance (Advanced)

    Classe virtuelle

  • mer. 21.12.2022

    14:00 à 16:00

    2H

    Operational aspects of Sustainable finance (Advanced)

    Classe virtuelle

  • jeu. 22.12.2022

    14:00 à 17:00

    3H

    Operational aspects of Sustainable finance (Advanced)

    Classe virtuelle

  • ven. 23.12.2022

    14:00 à 15:00

    1H

    Operational aspects of Sustainable finance (Advanced)

    Classe virtuelle

Durée 1H

Lieu Chambre de Commerce Luxembourg

  • mar. 07.06.2022 08:45 à 11:45
  • mar. 14.06.2022 08:45 à 11:45
  • mar. 21.06.2022 08:45 à 11:45
  • mar. 28.06.2022 08:45 à 11:45
  • jeu. 30.06.2022 08:45 à 11:45
  • mar. 05.07.2022 08:45 à 11:45
  • jeu. 07.07.2022 08:45 à 11:45
  • mar. 12.07.2022 08:45 à 11:45
  • mar. 20.09.2022 08:45 à 11:45
  • mar. 27.09.2022 08:45 à 11:45
  • jeu. 29.09.2022 08:45 à 11:45
  • mar. 04.10.2022 08:45 à 11:45
  • mar. 11.10.2022 08:45 à 11:45
  • mar. 18.10.2022 08:45 à 11:45
  • mar. 25.10.2022 08:45 à 11:45
  • jeu. 27.10.2022 08:45 à 11:45
  • mar. 08.11.2022 08:45 à 11:45
  • mar. 15.11.2022 08:45 à 11:45
  • mar. 22.11.2022 08:45 à 11:45
  • jeu. 24.11.2022 08:45 à 11:45
  • mar. 29.11.2022 08:45 à 11:45
  • mar. 06.12.2022 08:45 à 11:45
  • jeu. 08.12.2022 08:45 à 11:45
  • mar. 13.12.2022 08:45 à 11:45
  • jeu. 15.12.2022 08:45 à 11:45