About the Course

This 5-day interactive Sustainable Investment training course is set to analyse a global investment approach that considers Environmental, Social, and Governance (ESG) factors in addition to traditional financial factors when making investment decisions. The ESG factors include climate change, renewable energy, diversity and inclusion, and human rights. Sustainable investors believe that by considering these factors, they can make better investment decisions that are also aligned with their values. It will provide delegates with a comprehensive overview of sustainable investing. They will learn about the different types of sustainable investments, how to evaluate ESG factors, and how to construct a portfolio. The delegates will also learn about the latest trends and developments in sustainable investing.

Overall, governments increasingly recognise the importance of sustainable investing and are taking steps to encourage sustainable investors through various policy measures that we would discuss and debate. This is a positive development, as it can help to accelerate the transition to a more sustainable economy.

This programme will demonstrate some examples of the many ways governments around the world encourage sustainable investors within a continuously growing demand for sustainable investments, along with expectations to see even more government initiatives in this area.

Core Objectives

After completing this training course, each delegate will have gained important information and learning skills that will considerably impact the efficiency of the forthcoming international investments.

The delegates will achieve the following objectives:

• Define sustainable investing and explain its key principles
• Understand the Environmental, Social, and Governance (ESG) factors that are considered in sustainable investing
• Apply ESG criteria to evaluate investment opportunities
• Construct and manage sustainable portfolios
• Assess the impact of sustainable investment on the financial markets and society
• Contribute to high strategic decision-making

Training Approach

This training course will combine presentations and analysis for various massive international projects discussed through some case studies. The delegates will be learning about the role of sustainable investing in addressing climate change and other social and environmental challenges, the regulation of sustainable investing and the future of sustainable investing.

The Attendees

This training course would be of great use to anyone willing to develop and improve professional skills in sustainable investing. It is ideal for investors, financial advisors, and other professionals in the financial industry.

Likewise, it will be valuable to the professionals but not limited to the following:

• Global VIP Investors
• Financial Consultant
• Macro - Economic Advisors
• Corporate Finance Professionals
• Public Sector Decision Makers
• Assets Portfolio Managers

Daily Discussion

DAY ONE: INTRODUCTION TO SUSTAINABLE INVESTING

• What is Sustainable Investing?
• The History and Evolution of Sustainable Investing
• The Different Types of Sustainable Investing
• The Benefits and Risks of Sustainable Investing
• The Practice of Using Environmental, Social, and Governance (ESG) Factors

DAY TWO: ESG FACTORS AND SUSTAINABLE INVESTMENT

• Environmental Factors
• Social Factors
• Governance Factors
• How are ESG factors used in sustainable investing?
• How to integrate ESG factors with the investment process?

DAY THREE: SUSTAINABLE INVESTMENT ANALYSIS

• ESG Data and Ratings
• Sustainable Investing Research
• Evaluating Sustainable Investment Opportunities
• Global 360-Degree Investment Decision Making
• Geographic Priority Opportunities

DAY FOUR: SUSTAINABLE PORTFOLIO MANAGEMENT

• Constructing and Managing Sustainable Portfolios
• Sustainable Asset Allocation
• Sustainable Diversification
• Risk Assessment and Prevention for Sustainable Portfolios
• Performance Evaluation of Sustainable Portfolios

DAY FIVE: SPECIAL TOPICS IN SUSTAINABLE INVESTMENT

• Impact Investing
• Shareholder Activism
• Sustainable Finance
• Social Inequality
• Biodiversity
• Climate Change