Course description
Sustainable Investing (In-House)
- Distinguish between sustainable and impact investing
- Recognise the importance of sustainable investing as a development finance tool
- Analyse the significance of ESG factors on the performance of a sustainable investment opportunity
- Identify financial institutions involved in sustainable investing and what form their involvement can take
- Explain the significance of ESG screening criteria
- Recognise the relationship between sustainable investing and the potential for value creation
- Create a framework to evaluate the potential value of a sustainable investment opportunity and determine the how, when and why i.e. the potential value drivers of the investment and their sensitivity
- Explain the implications of ESG criteria upon the due diligence process
- Articulate the rationale for different methods used to structure and finance sustainable impact investments
- Explain the difference in perspective and motivations of the various parties involved
Upcoming start dates
1 start date available
Training content
History and Emergence of Sustainable Investing
- ‘Conscious’ capitalism – UK 1800s religious groups, Quakers and Methodists and socially responsible investing (SRI) guidelines for their followers
- Cost Benefit Analysis 1970s
- The Sustainable Corporation 1994
- UN study ‘Who Cares Wins’ 2004
- 2005 launch of the UN Principles for Responsible Investment (PRI) and SRI as the integration of environmental, social and governance (ESG) factors into investment processes and decision-making
- ‘TBL’ – Triple Bottom Line 2006
- Sustainable investing and impact investing
Sustainable Investing - The Value Proposition
- History – Cost Benefit Analysis
- Financial economics and sustainability
- – value
- definition
- measurement
- absolute vs. relative value
- value creation and how to measure it in a for profit environment
- modelling value creation and market signals analysis
- value driver analysis
- value creation in a sustainable investing environment
- – value
- Linking ESG factors for sustainable investment to long-term value creation via
- returns on capital
- risk management
- growth
- The value proposition – ex ante vs. ex post perspectives
Measuring Sustainable Investment Performance
- Triple Bottom Line revisited
- The United Nations instituted Principles for Responsible Investment
- Environmental, Social and (corporate) Governance (ESG) Factors
- introduction and background
- what are ESG factors
- why ESG factors are important, including but not restricted to:
- changing societal values
- performance
- fundraising
- impact on the investment process
- ESG metrics - sustainability disclosures, reports and ratings
The Sustainable Investing Landscape
- Current update and prospects for the future
- Why they do it
- impact first investors
- investment first investors
- catalytic investors
- other
- How they do it
- direct vs. indirect
- full service vs. funding
- passive vs. active
- investment vehicles and structuring issues
- closed vs. open ended structures, influence of investment time horizon and exit considerations
- for profit investment structural considerations
- social impact fund investment structural considerations
- investor considerations
- innovations in deal structures
Financial Instruments and Sustainable Investing
- Due diligence
- objectives
- overview
- implications
- Compliance
- corporate transparency
- ISO Standards
- global
- International Organisation for Standardisation (ISO)
- specific legislation
Costs
- Online course fee: £1799.00 + VAT if applicable
- London course fee: £2199.00 + VAT @ 20%
Contact this provider
International Faculty of Finance - IFF Finance & IFE Energy - Specialist Training Courses
As one of the world's leading specialist financial training organisations, The International Faculty of Finance, provides participants in the global financial markets with intensive technical training programmes designed to help them succeed on the global stage. Established in 1991 we...
Ads