ESG & Sustainable Finance in Investment Funds: from vision to action
This training offers a journey through the transformation of the investment funds industry, linking global sustainability imperatives with hands-on implementation and client interaction. ESG is no longer optional - it’s an essential part of the advisory process, product selection, and market engagement.
The objectives of this training are to:
- understand the foundations of sustainable finance and how international ESG frameworks shape the investment funds industry;
- navigate key European ESG regulations (EU Taxonomy, SFDR, PAI) and assess their impact on fund classification and disclosure;
- advise clients on ESG investment products, integrating sustainability preferences and applying effective sales and positioning strategies.
Total price *
Members: € 330
Non-members: € 360
Partners/ BZB: € 330
Incompany: tailor-made, prices on request
* Price: service in the context of continuing professional training, exempt from VAT
CPD Hours
Banking: 3h sector specific
Compliance:
3h
Continuing Professional Development
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.
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
- Introduction
- Objectives of the training
- Why ESG matters in the investment funds industry
- Sustainable Finance in the Investment Funds Industry
- Foundations of sustainable finance for investment funds
- Global frameworks:
- UN Global Compact
- Paris Agreement
- UN Sustainable Development Goals (SDGs)
- Principles for Responsible Investment (PRI)
- Fund selection based on ESG alignment
- ESG Challenges in the Investment Funds Industry
- EU Taxonomy: classification of sustainable activities
- Sustainable Finance Disclosure Regulation (SFDR)
- Principal Adverse Impacts (PAIs): metrics and reporting
- Greenwashing, blue washing, greenhushing: what to watch out for
- Social responsibility and good governance in ESG
- ESG data and rating challenges
- ESG Sales Strategies in the Investment Funds Industry
- Trends in green financial markets
- Integrating sustainability preferences into client advice (MiFID II)
- ESG product positioning and pricing
- Overview of ESG fund types: thematic, impact, and ETFs
- Blacklists and whitelists: exclusion criteria
- Practical exercise: analysing an ESG fund prospectus
- Conclusion
- Key takeaways
- Client engagement tips
- Outlook and next steps
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.).
Teachers
Kris Honoré C De Clercq
Retail banking
Risk, finance & treasury
Private banking & asset management
