Sustainable Finance in Investment Management & Debt Capital Markets
This training explores the principles and strategies of sustainable investing, focusing on the integration of Environmental, Social, and Governance (ESG) factors into investment decisions. Participants will gain an understanding of key regulatory frameworks, ESG performance metrics, and the evolution of sustainable financial products. Through practical examples and case studies, attendees will learn how to optimize portfolios while aligning investments with sustainability goals.
The objectives of this training are to:
- understand the evolution and key concepts of sustainable investing, including the integration of ESG criteria into investment decisions and the exploration of sustainable financial products;
- gain knowledge of the regulatory landscape, including the EU Green Deal, SFDR, EU Taxonomy, and MiFID, and how they influence sustainable investments;
- explore ESG , reporting frameworks, and the role of capital markets in sustainable finance with sustainable financial instruments (incl. green bonds, sustainability-linked loans) and the role of capital markets in sustainable finance.
Total price *
Members: € 550
Non-members: € 650
Partners/ BZB: € 550
Incompany: tailor-made, prices on request
* Price: service in the context of continuing professional training, exempt from VAT
CPD Hours
Banking: 6h general
Insurances: 6h general
Compliance:
6h
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, sales and portfolio managers in banks, insurance companies and investment companies;
- staff in risk, compliance, internal audit and legal departments;
- front and Middle office middle management, both commercial and supporting functions.
Required prior knowledge
Advanced level training: this training requires a general basic knowledge of the subject.
Programme
CONTENT
- Introduction to sustainable investing
- What is sustainable investing?
- The role of ESG in Investment decisions
- Integrating ESG criteria into Investment decisions
- Evolution of sustainable investing
- The origins of the building blocks of sustainable investing
- International norms/UN global compact
- The launch of the UN PRI
- Growth of sustainable investments from 2006 to 2025
- Regulatory landscape and key initiatives
- EU green deal: growth of sustainable investments
- SFDR, EU taxonomy: impact on sustainable investing
- MiFID and related templates EMT, EET
- Key frameworks & latest changes (TCFD, CDP, IRR, ISSB, IFRS, GRI, SBTi)
- Febelfin quality label (Towards Sustainability)
- Key Investment Strategies
- Key investment strategies for sustainable investing
- Exclusions (sectors, controversial activities)
- ESG data, reporting and trends
- ESG data, scores & research providers
- ESG ratings and benchmarks
- Debt Capital Markets & instruments
- The capital markets: investment classes, players and stakeholders
- Examples of Sustainable financial products: green bonds, sustainability linked bonds (SLBs), social bonds, Sustainable Linked Lonas (SLL), Funds, , impact investing
- Derivatives in sustainable finance
- The EU emission trading system (ETS) and its impact
- Capital markets union (CMU - SIU)
- Business Case: Sustainability/ESG Investment/portfolio management case
PRACTICAL INFORMATION
- Duration: 1 day of training (6 class hours)
- Hours: 09:00 to 17:00
- 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’ face-to-face 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 (slides)
Teachers
Daniel Verbruggen
Risk, finance & treasury
