Sustainable Portfolio Management

About the Course

Sustainable Portfolio Management integrates environmental, social, and governance (ESG) factors into investment decisions and portfolio construction. It aims to achieve financial returns while considering the long-term impact on society and the environment. Key aspects include aligning investments with sustainable development goals (SDGs), managing climate change and social issues risks, and engaging with stakeholders to promote responsible corporate behavior. This approach seeks to enhance financial performance and contributes to addressing global sustainability challenges and promoting ethical investment practices.

The Sustainable Portfolio Management training course aims to equip delegates with the knowledge and skills necessary to navigate the complexities of sustainable investing, emphasizing the dual goals of financial returns and positive societal impact. Delegates will explore the foundational principles of sustainable portfolio management, understanding how ESG criteria influence investment decisions and risk management strategies. It will highlight the importance of measuring and reporting sustainability metrics, ensuring transparency and accountability in portfolio performance. Focusing on practical applications, they will learn to integrate sustainability considerations into every portfolio construction and management phase, from initial screening to ongoing monitoring and adaptation.

Through interactive sessions and case studies, delegates will gain insights into innovative sustainable investment strategies, such as impact investing and green finance instruments. They will also explore the regulatory frameworks and ethical standards shaping the sustainable investing landscape, preparing them to navigate compliance requirements and engage stakeholders effectively. Delegates will be well-prepared to contribute to advancing sustainable finance practices within their organisations, driving positive change while optimising investment outcomes.

Core Objectives

The delegates will achieve the following objectives:

• Understand the key principles and definitions of sustainable portfolio management
• Explain the integration of environmental, social, and governance (ESG) criteria in investment strategies
• Apply sustainability metrics and KPIs to evaluate portfolio performance
• Analyse the impact of ESG factors on risk-return profiles of investment portfolios
• Evaluate the effectiveness of sustainable investment strategies in achieving financial and non-financial goals
• Design sustainable portfolio construction strategies that align with ethical and regulatory standards
• Know the importance of continuous monitoring and adaptation in sustainable portfolio management

Training Approach

This training course utilizes interactive lectures, case studies, and practical exercises to engage participants actively in learning. Emphasis is placed on real-world application, where delegates analyse and develop sustainable investment strategies under guided supervision. Group discussions adopt collaborative learning environments, ensuring delegates gain theoretical insights and practical skills crucial for effective, sustainable portfolio management.

The Attendees

The professionals who can attend this training course are experts in financial analysis, risk assessment, sustainability practices, and strategic planning, all essential for integrating environmental, social, and governance (ESG) factors into investment decisions.

It will be valuable to the professionals but not limited to the following:

• Portfolio Managers
• Investment Analysts
• Financial Advisors
• Asset Managers
• Sustainability Officers
• Risk Managers
• Corporate Strategists

Daily Discussion

DAY ONE: PRINCIPLES OF SUSTAINABLE PORTFOLIO MANAGEMENT

• Overview
• Environmental, Social, and Governance (ESG) Criteria
• Integration of Sustainability into Investment Strategies
• Risk-Return Tradeoffs in Sustainable Investing
• Metrics and Key Performance Indicators (KPIs) for Sustainability
• Regulatory Landscape and Compliance
• Impact of Sustainable Practices on Portfolio Performance 

DAY TWO: SUSTAINABLE INVESTMENT STRATEGIES

• Screening and Selection of Sustainable Investments
• ESG Integration in Portfolio Construction
• Active Ownership and Engagement Strategies
• Impact Investing and Socially Responsible Investing (SRI)
• Green Bonds and Sustainable Financial Instruments
• Sector-Specific Approaches to Sustainable Investing
• Portfolio Diversification and Risk Management in Sustainable Contexts 

DAY THREE: TOOLS AND TECHNIQUES FOR SUSTAINABLE PORTFOLIO ANALYSIS

• Quantitative Methods in Sustainable Investment Analysis
• Scenario Analysis for Environmental and Social Risks
• Carbon Footprint and Environmental Impact Assessment
• Stakeholder Engagement and Materiality Assessments
• Performance Attribution and Benchmarking
• Technology and Data Analytics in Sustainable Finance
• Reporting and Transparency in Sustainable Investments 

DAY FOUR: CORPORATE GOVERNANCE AND ETHICAL STANDARDS

• Corporate Governance Principles in Sustainable Investing
• Ethical Standards and Codes of Conduct
• Board Diversity and Executive Compensation
• Anti-Corruption and Anti-Bribery Measures
• Human Rights and Labor Practices
• Supplier and Supply Chain Management
• Sustainable Business Models and Corporate Responsibility 

DAY FIVE: MONITORING AND RISK MANAGEMENT IN SUSTAINABLE PORTFOLIOS

• Portfolio Implementation Strategies
• Monitoring and Evaluation of ESG Performance
• Investor Reporting and Communication Strategies
• Integration of Sustainability into Investment Decision-Making
• Challenges and Opportunities in Sustainable Portfolio Management
• Stakeholder Engagement and Collaboration for Sustainability Goals