ESG & Sustainable Finance in Investment Funds: from vision to action
Ik schrijf in op de interesselijst
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.
Totale prijs *
Leden: € 330
Niet-leden: € 360
Partners/ BZB: € 330
Incompany: op maat, prijzen op aanvraag
* Prijs: prestatie in het kader van permanente beroepsopleiding, vrijgesteld van BTW
Bijscholingsuren
Bank: 3u sectorspecifiek
Compliance:
3u
Bijscholing
Geef ons jouw interesse door indien er geen datum beschikbaar is, de geplande datum voor je niet past en/of deze sessie volzet is. Van zodra een vijftal personen ingeschreven zijn op de interesselijst stellen wij jou een nieuwe datum voor. Jouw inschrijving op de interesselijst is kosteloos en zonder enige verplichting.
Doelgroep
The training course can be followed by various target groups:
- relationship managers;
- private bankers;
- portfolio managers.
Vereiste voorkennis
Advanced level training: this training requires a general basic knowledge of the subject.
Programma
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
Methodologie
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.).
Docenten
Kris Honoré C De Clercq
Retail banking
Risk, finance & treasury
Private banking & asset management
