Arendt Training Session Sustainable Finance Series – Sustainable Investment Management Strategies (Module 2)

Arendt Training Session Sustainable Finance Series – Sustainable Investment Management Strategies (Module 2)

30/04/2021 at 9:00 AM - 12:30 PM
Location: Online
Organiser: Arendt Institute
Event type: Training

Objectives

In today’s society sustainability has become a clear point of focus for most, if not all, companies and investment funds. Understanding what lies behind the E, the S and the G of ESG is key to defining a strategy fit for your organisation which, when successfully executed, effectively identifies the positive performance opportunities while managing the potential risks.

Having a strong ESG strategy is no longer just a “nice to have”. All market participants have to go beyond green washing and tighten their processes in the researching, hiring and monitoring of their operations, financing and investments if they don’t want to come under the spotlight for wrong ESG management. The case of the Abraaj fund in 2018, which was the biggest collapse in private equity history, still raises the question of why an apparently successful private equity firm that managed $14 billion and was an influential investor, went wrong.

Arendt, Label R and Ripple Effect have partnered and combined their expertise to propose a four-module training programme to guide you through the latest regulatory changes supporting the development of sustainable finance and ESG, as well as through the practical design and implementation of a sustainable investment strategy. The training programme also provides participants with a clear understanding of sustainability risks and how to manage them while providing participants with the keys to monitoring and reporting on sustainability-related matters.

Attendance of all four modules is recommended but not mandatory.

Content

Module 2 will cover:

• Description of the main existing sustainable investment strategies:
  • ESG Incorporation
    • Screening strategies
    • Integration
    • Thematic investing
    • Impact investing
  • Active Ownership / stewardship
    • Engagement
    • Voting

• Explanation of how to calculate the alignment of a company’s activities with the taxonomy and how this flows into the calculating the alignment with a fund/investment portfolio for product level disclosures, through the use of case study examples
• Explanation how norms based screening is conducted (based upon case study example)
• Review of an example of a due diligence questionnaire used, and the types of information sources used by analysts to conduct their ESG due diligence
• The operational impact on current investment processes

Speaker(s)

Antoine Peter (Senior Advisor, Arendt Regulatory & Consulting),
Jane Wilkinson (Independent Director, Ripple Effect),
Oriane Schoonbroodt (Co-Founder & CEO, Label R). 

Target Group

Anyone interested in sustainable finance and in a potential ESG investment strategy and who wishes to know more about ESG and sustainable finance. Participants are expected to have a basic level of understanding of sustainable finance and the regulatory framework applied to sustainable finance activities.

Duration

3,5 hours including a 30-minute break

Language

English

Price

€550

Discount applied to session 3 or 4 if attendance of 3 sessions (same participant of an organisation): 150 €

Discount applied to session 4 if attendance of all 4 sessions (same participant of an organisation): 200 €

We send the invoice after each training date.

Point of attention

This module is part of the 4-module programme “Sustainable Finance Series (advanced)”.

Attendance of all four modules is recommended but not mandatory.

Please refer to our training agenda to view the description of the other modules.

For any information, please contact us by e-mail institute@arendt.com

(Source: Arendt Institute)