Module 4/4 (Programme ESG for Banks)
We are pleased to introduce our new ESG programme for banks, thoughtfully designed by our dedicated experts. This comprehensive programme is structured into four dynamic modules, plus one customized module for board members, ensuring that every level of your institution is equipped to navigate the complexities of the ESG landscape.
Whether you choose to follow the entire journey or pick and choose the sessions most relevant to your expectations, this programme offers the flexibility to meet your needs, determine and prioritise actions to be implemented.
Led by:
Clara Bourgi
Counsel
Valérian de Jamblinne
Manager
About the training session
Are you interested in the comprehensive “ESG and Sustainability Training Programme for Banks”?
Don’t miss out on this opportunity!
This session focuses on Portfolio Management and Investment Advice, examining the impact of sustainability-related requirements on MiFID-related obligations, including suitability and product governance. It also delves into Credits and Bonds, exploring the influence of sustainability on the credit granting and monitoring framework, as well as the framework applicable to green bonds.
Objectives
By the end of this training session, participants will be able to:
- Ensure the integration of client’s sustainability preferences in the suitability assessment and understand the consideration of sustainability factors in the product governance arrangements, distinguishing mandatory activities and best practices
- Integrate ESG-related factors into credit policies and procedures, including monitoring material ESG risks
- Identify and mitigate greenwashing risks, while understanding the importance of ESG labels and ratings
Content
- Introduction
- Background for ESG and sustainability-related requirements
- Key definitions
- High-level overview of legal and regulatory developments
- Portfolio management and investment advice
- Integration of the concept of sustainability preferences in the suitability assessment in product governance arrangements, distinguishing mandatory activities
- Consideration of sustainability factors in product governance arrangements, distinguishing mandatory activities
- Best practices
- Credits and bonds
- Impact of ESG into credits and bonds considerations from the integration of ESG-related factors in credit policies and procedures, to the case of green, social, sustainability and sustainability-linked bonds
- Additional considerations
- Additional considerations for sustainability-related strategies including
- ESG labels
- ESG ratings
- Greenwashing risks
- Data considerations
- Additional considerations for sustainability-related strategies including
Speakers
Robin Marc, who founded R-Aligned, a consultancy specialised in Sustainability and Climate Risks for Financial Institutions after more than 20 years of experience in Banking and Asset Management, joins Arendt’s team of dedicated experts to address the legal, regulatory, and advisory aspects of ESG and sustainability obligations within the banking industry. Check out our training agenda to see all of the speakers listed on each training session.
Target Audience
- Private bankers
- Portfolio managers
- Risk managers from universal and private banks
- Financial advisors
- Credit functions
Price
3 hours
Price
Register now and enjoy a 15% discount, paying only €1445 instead of €1700 for the full programme.
For more information please contact us by e-mail institute@arendt.com