ESG and Sustainable Investing Strategies Training Course

Introduction

As global awareness of environmental, social, and governance (ESG) issues intensifies, sustainable investing has moved from a niche interest to a mainstream imperative, driving significant shifts in capital allocation and corporate strategy. This comprehensive 5-day training course is designed to equip investment professionals, corporate leaders, and sustainability practitioners with a deep understanding of ESG principles and the practical strategies for integrating them into investment decision-making. Participants will learn to identify material ESG factors, assess their impact on financial performance, and build portfolios that generate both competitive returns and positive societal impact.

This immersive program will guide you through the latest trends, frameworks, and tools in ESG and sustainable investing. You will explore various approaches, from screening and thematic investing to impact investing, and gain hands-on experience in analyzing ESG data, evaluating corporate sustainability performance, and communicating impact effectively. Empower yourself to navigate the evolving landscape of responsible finance, mitigate ESG-related risks, unlock new investment opportunities, and contribute to a more sustainable future.

Duration: 5 Days

Target Audience:

  • Portfolio Managers
  • Investment Analysts
  • Financial Advisors and Wealth Managers
  • Corporate Sustainability Professionals
  • Risk Managers
  • Compliance Officers
  • ESG Data Analysts
  • Board Members and Trustees of Investment Funds

Objectives:

  • Understand the core concepts of ESG and sustainable investing.
  • Identify the key drivers and trends shaping the sustainable finance landscape.
  • Learn various ESG integration strategies and their practical application.
  • Develop skills in assessing and analyzing environmental, social, and governance factors.
  • Understand ESG data sources, ratings, and reporting frameworks.
  • Explore the financial implications and performance of sustainable investments.
  • Gain insights into impact investing and aligning investments with the UN SDGs.

Course Modules:

Module 1: Introduction to ESG and Sustainable Investing

  • Defining ESG, responsible investing, and sustainable finance
  • Historical evolution and current trends in ESG investing
  • Key drivers: investor demand, regulatory pressure, societal impact
  • The business case for sustainable investing: risk, return, and reputation
  • Overview of different sustainable investment approaches

Module 2: Environmental (E) Factors in Investment Analysis

  • Climate change risks and opportunities (transition and physical risks)
  • Carbon emissions, energy efficiency, and renewable energy
  • Resource depletion, waste management, and circular economy principles
  • Biodiversity and natural capital considerations
  • Environmental regulations and their impact on industries

Module 3: Social (S) Factors in Investment Analysis

  • Human rights, labor practices, and supply chain management
  • Diversity, equity, and inclusion (DEI) in the workplace
  • Product safety, consumer welfare, and data privacy
  • Community relations and social license to operate
  • Health and safety standards and their financial implications

Module 4: Governance (G) Factors in Investment Analysis

  • Board structure, independence, and effectiveness
  • Executive compensation and shareholder rights
  • Business ethics, anti-corruption, and transparency
  • Corporate culture and risk oversight
  • Stakeholder engagement and accountability

Module 5: ESG Data, Ratings, and Reporting Frameworks

  • Sources of ESG data (e.g., company reports, third-party providers)
  • Understanding ESG rating methodologies (e.g., MSCI, Sustainalytics)
  • Key ESG reporting standards (e.g., GRI, SASB, TCFD)
  • Challenges and limitations of ESG data and ratings
  • Greenwashing: identification and avoidance

Module 6: ESG Integration Strategies

  • Negative/exclusionary screening and positive/best-in-class screening
  • Thematic investing (e.g., clean energy, water, sustainable agriculture)
  • ESG integration: embedding ESG factors into traditional financial analysis
  • Shareholder engagement and active ownership
  • Aligning investment mandates with ESG objectives

Module 7: Impact Investing and the UN Sustainable Development Goals (SDGs)

  • Definition and principles of impact investing
  • Measuring and managing social and environmental impact
  • The role of the UN Sustainable Development Goals (SDGs) in investing
  • Blended finance and innovative financial instruments for impact
  • Case studies in successful impact investment ventures

Module 8: Building Sustainable Portfolios and Future Trends

  • Constructing diversified portfolios with ESG considerations
  • Performance analysis of ESG-integrated portfolios
  • Regulatory developments and policy outlook for sustainable finance
  • Emerging trends: AI and big data in ESG, nature-based solutions, just transition
  • Developing an ESG strategy for your organization or portfolio

CERTIFICATION

  • Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

  • Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

  • Airport pick up and accommodation is arranged upon request

TERMS OF PAYMENT

Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com

 

Esg And Sustainable Investing Strategies Training Course in Sao Tome and Principe
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