UK, EU MENA GCC Time Zones
CPEs: 16
Instructor: Dr Howard Haughton
Level: Introductory / Refresher
Tuition: £2,495.00
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New Rules in ESG Banking, Investment and Reporting in Europe CPR054

Location: UK, EU MENA GCC Time Zones

First Date: Oct 6 -7 2022

Duration: 2 days

Programme Director: Dr Howard Haughton

All Dates & Locations
Venue Details

Experience the highly-interactive expert-led social learning through Virtual Classroom via Cisco WebEx from Risk Reward.

All our 2022 Virtual Classroom events feature shared (or discrete) live chat between delegates and the expert, participate in topical surveys, polling questions, group exercises and case studies for a tried -and- true engaging and gratifying learning experience.

Need to bring this course in house, certify an entire department, or train 1:1? Simply contact us for significant cost savings and dates to meet your specific professional development and business requirements.

"{The trainer] was very knowledgeable and able to give opinions across a wide variety of subjects. Very well informed. "
Risk Director, Japanese Bank, New York
Agenda Highlights

Session 1: What is ESG Investment?

Session 2: The Management and Supervision of ESG Risks

Session 3: ESG Definitions

Session 4: Quantitative and Qualitative Indicators, Metrics and Methods to Assess ESG Risk

Session 5: Management of ESG Risks by Institutions

Session 6: ESG Factors

Session 7: ESG Factors and Metrics

Session 8: Investment in ESG Companies

Session 9: Assessing Companies for ESG Investment

Session 10: ESG Reporting

"Most valued topics of the course were risk assessment and key risk indicators for this area."
EFG Hermes, Cairo

The nature of the investment market is changing. Both institutional and retail investors are now taking greater notice of ethical investment in all its forms and more market participants are entering the field. New guidance has been provided by the European Banking Authority (EBA) which applies to both banks and investment firms. Euronext has also developed am ESG guide for companies. This course addresses these new requirements and considers their impact both on an organisation and on the general goals of ESG whilst also considering market impacts.

This course looks at ESG investment from a corporate, lending and investment perspective, considering the principles that are applied and the metrics that will drive section. It addresses the reporting requirements and considers the actions that a firm needs to take to comply with these demanding requirements.

It also considers the nature of the market and what the various participants are saying and doing. In the post COVID environment all areas of investment are impacted and ESG is no different. We shall consider the issues relating to the implications of the crisis on ESG investment and the problems of the assessment of companies to future in the light of the lack of relevant data.

"it is comprehensive and meanwhile reflects a practical approach to implementation, which is helpful. Thank you once again for your insight and assistance"
Senior Risk Director, European bank, Greece
Who Should Attend

Given the crucial importance of the topics covered, everyone connected with the asset management industry will find this course of vital interest.

Delegates who complete the course will receive a Certificate in New Rules in ESG Banking, Investment and Reporting in Europe.

For those who require a demonstration of competency for CPD/CPE credits a 20-multiple choice exam, fully invigilated/proctored via email, is available at no addition fee.

Additional Course Information

What Does It Cover?

Session 1: What is ESG Investment?

• What is ESG Investing
• The different key elements
• Ethical investing
• Socially responsible investing
• Objectives and goals of ESG Investing
• The UN Principles of Responsible Investment

Session 2: The Management and Supervision of ESG Risks

• The EBA paper
• The background to the paper
• The scope of the paper
• Impact of ESG risks
• The impact of these new rules on the market

Session 3: ESG Definitions

• Definition and general features of ESG factors
• Definition of ESG risks
• Environmental factors and environmental risks
• Social factors and social risks
• Governance factors and governance risk

Session 4: Quantitative and Qualitative Indicators, Metrics and Methods to Assess ESG Risk

• Quantitative and qualitative indicators
• Portfolio alignment method
• Risk framework method
• Exposure method
• Comparison of methods and their application

Session 5: Management of ESG risks by Institutions

• Business strategies and business processes
• Monitoring the changing business environment
• Evaluating long-term resilience
• Setting strategic ESG risk-related objectives and limits
• Engagement
• Developing sustainable products
• Internal governance
• Internal control framework
• Remuneration
• Risk management framework
• Risk appetite, policies and limits
• Data and methodology
• Risk measurement, monitoring and mitigation
• Climate risk stress testing framework for banks
• Specific issues for investment firms

Session 6: ESG Factors

• ESG risks in business model analysis
• Internal governance and institution-wide controls
• Assessment of risk to capital
• Assessment of credit and counterparty risk
• Risk identification, measurement, monitoring and reporting
• Assessment of risks to liquidity and funding
• Impact on SREP capital assessment

Session 7: ESG Factors and Metrics

• Data and suggestions
• What is important?
• Emissions
• Energy efficiency
• Water usage
• Waste production
• Biodiversity and ecosystems
• Environmental hazards
• Community and society
• Employee matters
• Customer relationships
• Human rights
• Poverty and famine
• Governance factors

Session 8: Investment in ESG Companies

• What is the risk and return?
• Building ESG investment into portfolio management
• Economic risk and uncertainty
• Benchmarks and mandates
• Systems, models and controls
• Key metrics of assessment
• The MSCI Metrics and their application

Session 9: Assessing Companies for ESG Investment

• The use of screening and filtering
• Historic due diligence
• Problems with historic data
• Assessing governance and engagement
• The Equator Principles
• Assessing firms during a crisis
• What information do we really need?
• Key Lessons

Session 10: ESG Reporting

• The ESG guide from Euronext
• Guiding principles on reporting
• ESG reporting process
• Materiality, analysis, identification and prioritisation
• Implementation and operational management
• Reporting, assessing and assuring

Learning Objectives

All delegates completing the course will receive a personalised, dated Risk Reward CPD accredited Certificate in ESG Banking, Investment and Reporting in Europe.

Delegates will gain specialists technical and behvaioural knowledge, and a thorough understanding of ESG, understanding various ESG metrics, factors and methods to apply in the workplace.

By the end of the course delegates will understand:

• ESG investment and its role in portfolio management
• The current market environment
• The EBA guidance
• The Euronext guidance
• The changing factors impacting ESG investment
• The challenges of due diligence and filtering
• The reporting and governance challenges
• How to develop factors and metrics

Social Learning & Methods

Highly interactive expert-led intensive presentation, Q&A, group real-time in-depth case studies, regulation and discussion supported by key principles and theory. The virtual learning platform uses safe, industry preferred encrypted Cisco WebEx to optimize live face-to-face visual interaction, discrete chat, for polling and quizzes.

(An invitation via email with access link is included for all participants.)


New Rules in ESG Banking, Investment and Reporting in Europe

Course Fee

Discounts available until Aug 31 2022 - Add RISK15 voucher code at check out

Course Fee (per person):
GBP £2,495.00 (+ UK VAT when applicable)

Number of delegates:

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