Course description
ESG Risk, Compliance & Sustainable Lending
The explosive growth of Environmental, Social and Governance (ESG) related lending and investing requires board members, executives, investors and staff to understand more deeply how ESG will impact their company's strategic decisions. This practical course will help participants gain a deeper understanding of ESG, as well as EU, ESG-related compliance, in particular—focusing ultimately on how to shape oversight and develop a broad range of ESG disclosure policies. The course will also address sustainable lending and how ESG factors can be incorporated in credit assessment and lending decisions, with speculative discussions about stress-testing ESG factors in lending and investment portfolios.
Upcoming start dates
Who should attend?
Prerequisites:
The course is directed towards board members, executives and senior managers whose organizations are involved in financing businesses and activities exposed to ESG risk factors. The content is also relevant for similar members of non-financial businesses that are directly exposed to or partnered with ESG-exposed entities or activities. No previous knowledge of the subject matter is assumed.
Training content
Day 1.
Overview:
- What is ESG?
- Different concepts
- What are ESG Factors?
- The Business Case for ESG: ESG Risks and Opportunities
ESG Fundamentals
- Screening out becomes Strategic ESG
- Shareholder purpose” becomes stakeholder purpose”
ESG Oversight:
Board-level Oversight
Allocation models
Full board
Existing Board Committee
New Board Committees
Multiple Existing Board Committees
Case Examples
Current practices
Example reporting content
- Reporting up to the board
- ESG Topics and metrics
- Frequency
- Management-level oversight
- Committees
- Expertise and staffing
Day 2.
ESG Disclosure in Practice:
- Case Examples
ESG Regulation and Reputation Management
EU ESG Compliance Rules
Taxonomy
Climate
Green finance and Green Bonds
The Shareholder Rights Directive (SRD II)
The Non-Financial Reporting Directive
Prudential Measures
Other Measures and Protocols
Day 3.
Developing a Disclosure and Reputation Risk Management Program
Case Examples
Creating a self-report card for your bank
Sustainable Lending:
Building a foundation
Developing a Sustainability and ESG Strategy
Creating targets for sustainable finance
Example: climate targets for corporate lending book
Example: investment funds to support ESG
Example: Green bonds
Example: startups
Example: Governance & Integrity
Example: Environmental footprint
Example: Employment and diversity
Creating an ESG Credit Policy
ESG Screening
ESG Assessments
Embedding ESG into credit policy
Diving into customer business models and sustainability
Evaluating ESG Integration
Developing ESG Internal Ratings
Day 4.
Understanding Elevated Risk Factors
Arms and defense
Fossil fuels
Forestry
Mining and Minerals
- Developing a sustainably lending, investment, stakeholder and diversity/inclusion policy
- Creating position statements
- Engaging with stakeholders and stakeholder policy
- Creating a sustainability report
Concluding Remarks & Discussion
Costs
Course fee: £4095 + VAT
Certification / Credits
- The evolution of ESG as a concept and growth of ESG lending and investing
- The business case for ESG, both in terms of stress factors and opportunities
- ESG Oversight at the board, sub-board and management levels
- ESG Compliance—both informal and formal (e.g., EU Directives)
- EU ESG disclosure and regulatory requirements, including:
- Taxonomy regulation
- Disclosure regulation
- Climate benchmarks regulation
- Green financing and Green Bonds
- The Shareholder Rights Directive (SRD II)
- The Non-Financial Reporting Directive and others
- How to develop an ESG disclosure apparatus, including:
- An ESG strategy for the business
- A sustainability lending credit policy
- An ESG Credit policy
- Understanding elevated risk factors and how to include them
- Developing diversity/inclusion policies and position statements
- How to develop an ESG disclosure apparatus, including:
Why choose Euromoney Learning?
4.6/5 rating on course check for service
60,000 professionals trained across public courses
80+ countries where training is delivered
Contact this provider
Euromoney Learning
At Euromoney Learning, we understand that learning doesn’t start and end when you leave the classroom. We know that the financial markets never stand still, and that technology has both simplified and added complexity at a break-neck pace. That’s why...