ILT WORKSHOP

Duration : 2 days

Overview

This course provides delegates with an understanding of sustainable financing and investing with special attention given to ESG considerations. Discussions will focus on their applicability to credit analysis and credit portfolio management. Background context will be provided on critical concepts, including ESG Key Performance Indicators (KPls) and quality, Sustainable Development Goals (SDG) impact, Carbon Dioxide (CO2) scope, climate risk forecasting, engagement and proxy voting, United Nations Principles for Responsible Investment (UN PRI) reporting, and upcoming regulation.

Learning Objectives

Upon completion of this workshop, delegates will be able to:

• Protect the value of a bank’s asset portfolio, including that of its loan book, Make sound investment and lending decisions from a more sustainable perspective.
• Manage the risks associated with ESG-related issues, especially credit risk, Apply solid sustainability research, including ESG quality, SDG impact and CO2 analysis, to underwriting and asset management businesses.
• Interpret and overcome the quality issues related to ESG/SDG/CO2 data sets, Implement a sustainable research, investment and selection process (from ESG/SDG analysis to engagement and proxy voting and reporting) in underwriting and asset management businesses.
• Write a PRI report (as every PRI signatory is required to perform), Design transparent sustainability reporting for your bank, fund, loan book, asset management company.

Agenda

Day 1

• Session 1: Introduction.
• Session 2: Environmental Risk.
• Session 3: Social Risk.
• Session 4: Governance Risk.

Day2

• Session 5: ESG & Credit Risk.
• Session 6: Quantitative credit rating models including ESG factors.
• Session 7: Emerging ESG Issues & Regulations
• Session 8: Integrating ESG principles into your business.