Course Overview

Responsible investing has seen a growth in interest from investors in recent years. Investors are increasingly looking for funds that offer environmental, social and governance (ESG) factors, which enhance the value of a fund’s performance. This course will review the key motivations behind the increased awareness of ESG investing and the risks and challenges this presents. It will look at the nature of sustainable finance instruments, focusing on green, social and sustainable bonds, before assessing trends in this marketplace. Moreover, it will also focus on ESG regulations and reporting frameworks relevant to asset management, covering ESG reporting for corporates, assessing the regulations and best practice approaches, before turning attention to ESG reporting for asset managers, focusing on EU regulations and Principles for Responsible Investment (PRI) best practice.

Learning Objectives

• Understand what ESG investment is and the drivers of the ESG marketplace
• Understand trends in ESG and an overview of ESG regulations
• Understand the key risks to the economy and broader financial markets arising from climate change
• Understand the nature of sustainable financial instruments
• Describe how to integrate ESG factors into the asset management process
• Explain the importance of governance and stewardship to effective asset management
• Describe the trends in ESG asset management
• Understand the nature of sustainable financial instruments
• Explain why sustainable finance issuance has increased
• Define greenwashing
• Understand the key issuance guidelines for sustainable financial instruments
• Assess trends in the sustainable finance sector
• Understand the risks and causes of greenwashing for corporates and asset managers
• Describe best practice ESG reporting frameworks for corporates
• Describe key regulatory ESG disclosure requirements for corporates
• Understand the objectives and principles of the EU Action Plan on Sustainable Finance
• Describe the main ESG reporting requirements for asset managers focusing on Sustainable Finance Disclosure Regulation (SFDR)
• Describe ESG reporting best practices focusing on PRI disclosures and reports

Profile of Participants

This course has been designed for:

• Financial services practitioners across the industry looking to improve their understanding of ESG issues.
• Participants who understand ESG factors and an overview of ESG ratings.
• Participants looking to extend their understanding of sustainable financial instruments building on ESG Investment Fundamentals.

How to Enrol in this Open Session?

Fill in the online registration form HERE

For more information, please contact Calvin Mungroo by sending an email on calvin.mungroo@mcbif.mu

About the Facilitator

Hamish Forbes

Hamish is both an experienced and versatile trainer who has joined the Fitch Learning team in 2019. His training coverage includes macroeconomics, banking, cards and payments, capital markets, risk and regulation

Hamish formed part of the Learning and Development team with Barclays where he was the global head of financial training for 10 years. During this time, he managed, designed and delivered the global colleague curriculum and designed and delivered the global graduate markets programs which covered a broad range of content related to banking, markets, asset classes, cards and payments, risk and regulation. He also provided training to some of the corporate and investment bank’s premier clients globally and has delivered training on every continent.

Hamish started his career in the capital markets and spent 20 years in trading and sales working for a number of banks in London including UBS, WestLB, Nationsbank (now part of BofAML) and IntesaSanPaolo. During this time, he was active in both primary and secondary markets covering a range of asset classes including credit, structured credit (ABS, MBS, CLOs), rates, FX, derivatives and equities.
Hamish has a first degree in economics and accountancy from the University of Southampton and holds an MBA in strategy from Kingston University. He also sits on the advisory board to the faculty of business and law at Kingston University