Sustainable Finance - Operational Aspects (advanced)

In collaboration with
Nouveau
  • Icon 07.01.2022
  • Icon 12 h
  • icon Formation à distance
  • icon Cours du jour
  • Icon English
  • Icon BQ216CJ
385,00 EUR

*

(+3% TVA)
*Prix d'inscription de base, variable selon options choisies.

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

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 id 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 labellling (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 understanding the assessment methodology of major Europeean labels in sustainable finance and prepare fo 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: Sachin Vankalas, General Manager, LuxFLAG


Unit 3 - Sustainable Finance Data (2 hours)

Description: Learn about the sources of data for sustainable finance and understand the assessment approach 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 theprinciples 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 on 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.

Certificate


CERTIFICATION

The Operational Aspects of Sustainable Finance (Advanced) course together with the below foundation and advanced courses is part of a training curriculum. 

This training gives access to a certification after passing the exam

Lieu

Télécharger le planning PDF

ven. 07.01.2022 à 09h00

icon 3H30

Operational aspects of Sustainable finance (Advanced)

  • icon Classe virtuelle
    À distance

ven. 14.01.2022 à 09h00

icon 2H30

Operational aspects of Sustainable finance (Advanced)

  • icon Classe virtuelle
    À distance

ven. 21.01.2022 à 09h00

icon 2H

Operational aspects of Sustainable finance (Advanced)

  • icon Classe virtuelle
    À distance

ven. 28.01.2022 à 09h00

icon 3H

Operational aspects of Sustainable finance (Advanced)

  • icon Classe virtuelle
    À distance

ven. 04.02.2022 à 09h00

icon 1H

Operational aspects of Sustainable finance (Advanced)

  • icon Classe virtuelle
    À distance

  • Durée

    icon

    3 h

  • Lieu

    icon

    Chambre de Commerce Luxembourg

Thu 18.11.2021

08h45

Tue 23.11.2021

08h45

Thu 25.11.2021

08h45

Tue 30.11.2021

08h45

Thu 02.12.2021

08h45

Tue 07.12.2021

08h45

Thu 09.12.2021

08h45

Tue 14.12.2021

08h45

Thu 16.12.2021

08h45

Tue 11.01.2022

08h45

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