Training Session

Monday
Oct 11, 2021
2:00 PM

To

Monday
Oct 11, 2021
5:30 PM
Where ?
Arendt House
41A, Avenue John F. Kennedy
L-2082 Luxembourg-Kirchberg
Luxembourg

Objectives

Sustainable finance has become a clear point of focus for many, if not all, financial market participants, investment funds and operational companies. Understanding what lies behind the E, the S and the G of ESG is key for asset managers and banks to defining a strategy fit for their organisation which, when successfully executed, effectively identifies opportunities while managing the potential risks linked to this emerging topic.

Increased investors’ expectations and a more and more stringent regulatory framework on sustainable finance mean that having a strong ESG strategy is no longer just a “nice to have”. All market participants have to go beyond green washing and tighten their processes from the researching and gathering of information, to the monitoring of their operations and investments if they don’t want to come under the spotlight for wrong ESG management.

Arendt and Ripple Effect have partnered and combined their expertise to propose a four-module training programme to guide you through the latest regulatory changes supporting the development of sustainable finance and ESG, as well as through the practical challenges arising from the design and implementation of sustainable investment strategies. The training programme also provides participants with a clear understanding of what are sustainability risks and how to manage them while providing participants with the keys to monitoring and reporting on sustainability-related matters. This training programme is filled with important information on a growing industry from the experts themselves, giving you an insider look into the key ESG concepts, the importance of sustainable investing, and guidelines to sustainable finance.

Attendance of all four modules is recommended but not mandatory.

Content

Module 2 – sustainable investment management strategies (3,5 hours)

The module 2 will cover:

  • Description of the main existing sustainable investment strategies:
  • ESG Incorporation
    • Screening strategies
    • Integration
    • Thematic investing
    • Impact investing
  • Active Ownership / stewardship
    • Engagement
    • Voting
  • Explanation of how to calculate the alignment of a company’s activities with the taxonomy and how this flows into the calculating the alignment with a fund/investment portfolio for product level disclosures, through the use of case study examples
  • Explanation how norms based screening is conducted (based upon case study example)
  • Review of an example of a due diligence questionnaire used, and the types of information sources used by analysts to conduct their ESG due diligence
  • The operational impact on current investment processes

Speakers

Stéphane Badey (Partner, Arendt Regulatory & Consulting),
Antoine Peter (Manager, Arendt Regulatory & Consulting)

and for some modules:

Jane Wilkinson (Independent Director, Ripple Effect).

Target Group

Anyone interested in sustainable finance and in a potential ESG investment strategy and who wishes to know more about ESG and sustainable finance. Participants are expected to have a basic knowledge of sustainable finance principles (i.e. knowledge of certain existing market initiatives).

Duration

3,5 hours (including a break).

Language

English

Price

€550

Discount applied to session 3 or 4 if attendance of 3 sessions (same participant of an organisation): 150 €

Discount applied to session 4 if attendance of all 4 sessions (same participant of an organisation): 200 €

We send the invoice after each training date.

Point of attention

This module is part of the 4-module programme “Sustainable Finance Series (advanced)”.

Attendance of all four modules is recommended but not mandatory.

Please refer to our training agenda to view the description of the other modules.

 

For more information please contact us by e-mail at institute@arendt.com

Related Content

Stéphane Badey
Partner

Regulatory Consulting

Antoine Peter
Manager

Regulatory Consulting

Arendt Regulatory & Consulting SA

41A, Avenue JF Kennedy L-2082 Luxembourg infoarc@arendt.com

T (352) 26 09 10 1
F (352) 26 09 10 7750