By directing financial flows into sustainable activities and integrating environmental, social and governance (ESG) criteria into business and investment decisions, the financial sector has great potential to change markets and to shape sustainable economic systems, to enable public and private organizations reach Net Zero emissions. This course provides insight into the ESG risks and opportunities in achieving ESG regulatory compliance while integrating with organisational frameworks.
What will you learn
- Background and Scope
- UK Sustainability - TCFD, SDR, and ESG Labelling
- EU Sustainability - SFDR, Taxonomy Regulations, CSRD/ESRS, Single and Double Materiality
- Global Standards - GRI, ISSB/SASB, US ESG, and TNFD Disclosures
- Next Steps - Sustainability Risks and Opportunities. Upcoming Regulations and Best Practices in the Industry
Course Content
- Introduction to ESG Criteria and Sustainability- Sustainable Finance and Sustainable investment strategies
- Global Sustainable Finance Disclosure Regulations - EU SFDR/ Taxonomy Regulations, UK TCFD and SDR, US ESG Disclosures, EU CSRD, APAC ESG Regulations, and TNFD Disclosures
- Overview of Sustainable Finance Products
- UK ESG Regulations - TCFD, SDR and ESG Labelling for Financial Services and UK Corporates
- EU SFDR and Taxonomy Regulations for Financial Services
- EU CSRD/ESRS for Corporates
- Global Sustainability Reporting and Best Practices
Speakers
Course Director is a highly experienced and result-driven senior industry advisor and regulatory expert with 20 years of experience in leading multi-disciplinary projects to achieve regulatory compliance and strengthen performance for firms such as T. Rowe Price, Barclays, Deutsche Bank, HSBC, JP Morgan, and Investec (Ninety One) Asset Management, to name just a few.
He has extensive experience in integration of Environmental, Social and Governance (ESG) frameworks within the Funds and Products lifecycle, from ESG principles and metrics into the investment process, Stewardship and Governance, aligning with the EU Sustainable Finance Disclosures Regulation (SFDR), Taxonomy Regulation and the Task Force on Climate-Related Financial Disclosures (TCFD), Responsible Investing models within portfolio management and trading models, sustainability risks and climate risks (incl. Stranded Assets) within Risk Management, modeling and incorporating Principal Adverse Impacts (PAI) within Product, Marketing and Distribution, and managing data and analytics for client and regulatory reporting.
He also has a deep expertise in managing ESG Ratings providers (MSCI, Sustainalytics, S&P TruCost, etc.), and configuring and normalising sustainability metrics including carbon and energy emissions, pollution, waste, biodiversity, labour, human rights, whistleblowing, remuneration, etc.
Who Should Attend
From banks, asset managers, insuring companies, and public and private companies with sustainability disclosure requirements:
- Chief Operations Officers
- Chief Risk Officers
- Heads of Corporate Governance,
- Heads of Sustainability
- Heads of Investments
- Heads of Sales
- Compliance and Audit, and
- Key decision-makers
