Sustainable Finance Series

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 who wish to define a strategy fit for their organisation which, when successfully executed, effectively identifies opportunities while managing the potential risks linked to this emerging topic.

Arendt propose a three-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.

Content

Module 1 – SFDR, the EU Taxonomy and the broader EU regulatory framework

• Outline of the European Commission Action Plan on sustainable finance 
• Key concepts and definitions
• The SFDR: scope, obligations, practical implications and examples
• The EU Taxonomy: scope, definition, practical implications and examples
• Revisions to AIFM and UCITS Directives and MiFID Rules
• Additional considerations: local rules, market trends, market data and key considerations for the future

Module 2 – Sustainability & Risk Management

• Sustainability risks identification, measurement and management 
• The expectations of the regulator, with regards to embedding and documenting the consideration of ESG risks in the risk management process, at both manager and product level 
• Materiality of sustainability risks 
• Review of the operational impact on internal organisation including the key features of an effective ESG policy and procedures 
• Regulatory expectations regarding ESG-related breaches

Module 3 – ESG & Distribution

• Why does sustainable finance matter: from regulatory considerations to financial performance
• Beyond regulation: greenwashing and reputational risks
• MiFID impacts on asset managers: how to align portfolios with clients’ sustainability preferences?
• Dos and don’ts in marketing documentation 
• European ESG Template (EET): how to provide the right information to distributors

Question and answer session

Target Group

Administrator, ManCo, AIFM

---

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