ESG & sustainable finance in investment funds

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This course concerns ESG & Sustainability in funds for retail, private and institutional banking portfolios.

The objective of the training is to:

explore the origins and definitions of ESG & SRI;
explain responsible and sustainable investing;
define strategies towards a sustainable investor;
learn what clients know, want to know and need to know.

Category Risk, finance & treasury
Sustainability

Level Advanced

Learning format Classroom training

Total price *

Members: € 330
Non-members: € 360
Partners/ BZB: € 330
Incompany: tailor-made, prices on request

* Are you entitled to an allowance or subsidy?
* Price: service in the context of continuing professional training, exempt from VAT

CPD Hours Banking: 3h sector specific

Continuing Professional Development

Available dates

13/09/2024 - 09:00u - 12:30u - ESG & sustainable finance in investment funds

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Please let us know you're interested in this training should there be no date available, the planned date does not suit you and/or this session is full. As soon as about 5 people are registered on the interest list, we will propose a new course date. Your registration on the interest list is free of charge and without any obligation.

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Download training course sheet

Email training course sheet

Target group

The training course can be followed by various target groups:

relationship managers;
private bankers;
portfolio managers.

Required prior knowledge

Advanced level training: this training requires a general basic knowledge of the subject.

Programme

CONTENT

Before 2006: the origins of what would become the building blocks of sustainable investing
- Exclusions
  - Sectors
  - Controversial activities
  - International norms/UN Global Compact
- ESG
2006 Principles for Responsible Investment
- 2006 UN PRI
- 2006-2021 Growth of Sustainable Investments
2021 EU Green Deal
- Sustainable Finance Disclosure Regulation
- EU Taxonomy
- Sustainability in MiFID
ESG in figures
- AUM
- Performance
Capita Selecta
- The Science Based Targets Initiative (SBTi)
- European ESG Template (EET)
- Sustainable Bonds
- Towards Sustainability: sustainability labels

PRACTICAL INFORMATION

Duration: ½ day of training (3 class hours)
Hours: 09:00 to 12:30
Location: Febelfin Academy: Phoenix building, Koning Albert II-laan/Boulevard du Roi Albert II 19, 1210 Brussels
Language: This training will be given in English

Methodology

You follow a ‘Classroom training’ in a group. You, the other participants and the teacher are all present in the same classroom at an agreed time. There is an opportunity for interaction and feedback, both from the participants to the teacher and vice versa. The teaching material consists as a basis of a presentation via the MyFA learning platform, supplemented with various other items (such as digital syllabus, presentation, audiovisual fragments, etc.).

Training material: PowerPoint presentation.