This training focuses on how ESG (Environmental Social, Governance) in analyses and strategies can shed a light on the added value and additional risks that the environment, climate and social sustainability and governance adds to financial analysis. You will gain a comprehensive and fundamental knowledge about different ESG strategies and analyses, as well as knowledge of the plethora of different ESG initiatives that the market acclimate to in the form of frameworks, rating and reports.
The importance of ESG analyses and strategies has rapidly increased in recent years. The finance industry and the business community’s awareness of how ESG perspectives affect both risk and value creating is growing stronger. EU’s action plan for sustainable finance has also led to statutory requirements to publish how sustainability is taken into account in internal processes and what can and cannot be called sustainable investments.
At the same time, improved data, developed methods and new frameworks has led to a rapid development in the area of ESG. There is a need for a basic understanding of how essential ESG perspectives create added risk and opportunity, as well as what needs different ESG strategies meet, in order to manage and navigate in this rapidly changing landscape of ESG analyses and sustainable finances. This training gives you the knowledge and tools to independently manage and analyse ESG perspectives in your work.
You will learn
- External analysis and trends within ESG analysis- what is happening right now?
- Strategies and explanatory models for different types of sustainable investments
- Added risks and value from an ESG perspective
- Understanding of material ESG-aspects
- Managing challenges such as data quality, the value chain perspectives and self-reporting for companies
- ESG-ratings: what ratings exist, what separates them and how the can be used in ESG analyses
- How ESG reporting is done
- Terms and frameworks for ESG analysis such as PRI (Principles for Responsible Investment), SRI (Socially Responsible Investing), SDGs (Sustainable Development Goals), GRI (Global Reporting Initiative), TCFD (The Task Force on Climate-related Financial), GHG (Greenhouse Gas Protocol), Sustainable investment, Impact investing, Stranded assets, Shared value, etc.
This course is directed at
Those operating in the financial industry or company-leading position and working with, for example:
- Asset management
- Investment strategies
- Risk management
- Product development financial services
- Investor Relations
- ESG analysis
- Management and control
The goal of this course
The goal is that you as a participant should have the following after completing the training:
- Basic knowledge of sustainable and responsible investments
- Basic knowledge of different strategies for sustainable and responsible investments
- Knowledge of basic frameworks and concepts for ESG analysis
- Knowledge of relevant ESG / sustainability aspects for the financial industry and how these contribute to added risk and added value
- Competence to understand and evaluate various ESG ratings and ESG reporting
The training will mainly be conducted in Swedish.
Stockholm city (can potentially be carried out online due to restrictions from authorities restricting travel or gatherings in smaller groups)
09.00 Welcome and introduction to the course and participants
09.15 External analysis and trends- what is happening in the area of ESG?
How the area of ESG is currently developing
How the area of ESG is affected by new regulations such as TCFD and EU’s action plan for sustainable finance
10.00 Concepts and frameworks for ESG analysis
Review of concepts and frameworks, among others: PRI, SRI, SDGs, GRI, TCFD, GHG
10.30 Coffee break
10.45 ESG aspects – Environmental, Social, Governance
The material aspects of ESG
External stakeholders role in defining the material aspects of ESG
How the different ESG aspects are defined
13.00 Strategies and methods for sustainable investments and credits
Review of different strategies for sustainable finance and credits
How ESG aspects can create added risks and value
14.00 Manage challenges in the ESG analysis
What are the different information sources
How to assess data quality
How unverified self-reporting can be assessed
What do the delimitations made in reporting of the value chain mean?
Different ratings and what separates them
How the can be used in the ESG analysis
15.15 Fika break
15.30 ESG analysis and strategy in practice
What it means to develop an ESG strategy
How ESG reporting is carried out
How ESG reporting and ESG strategies can be analysed
16.30 Summary of the day
Mobile: +46 708 906 417
Tony is a project manager and consultant at Enact. He supports clients within various areas such as sustainability strategies and reporting,…
9 900 SEK excl. VAT