Sustainable and Responsible Investment

Introduction

In the contemporary business landscape of the 21st century, responsible organisations can no longer merely pay lip service to critical global sustainability challenges like climate change, resource depletion, and inequality. Investors and key stakeholders now expect active engagement and adept management of an organisation's impact in these areas.

This intensive five-day training course covers a multitude of issues encompassing the design of banking institutions, financial intermediaries, and regulators, including:

• Sustainable Strategy Mapping

• Sustainable Investment vs. Impact Investment

• Environmental, Social, and Governance (ESG) Frameworks

• Shared Value

Training Objectives

The primary objectives of this training course are to:

1. Master the aims and principles of sustainable finance.

2. Comprehend key environmental, social, and governance (ESG) issues.

3. Elaborate on the significance of ESG frameworks in the investment process.

4. Appreciate the correlation between sustainable investment and value creation.

5. Understand the implications of ESG criteria on the due diligence process.

Target Audience

This training course caters to a diverse range of professionals and is particularly beneficial for:

• Financial experts and practitioners

• Investment professionals

• Risk management specialists

• Decision-makers interested in sustainable finance

Training Approach

The training methodology encompasses insightful presentations, interactive practical exercises, supplemented by video materials, engaging activities, and pertinent case studies. Delegates are actively encouraged to participate in discussions that link financial market principles with market dynamics.

Key Highlights

This Certificate in Sustainable and Responsible Investment training course equips participants with essential principles and pertinent tools, providing valuable insights needed to steer their organisations toward a sustainable financial approach. Such an approach is pivotal for addressing today's sustainability challenges and creating value not only for the organisation but also for its stakeholders and broader society.

Training Outline

Day 1: Fundamentals of Sustainable Investment & Finance

• Grasping the principles and foundations of sustainable finance

• Tracing the evolution and core concepts of sustainable investment

• Defining the organizational scope for sustainable finance

• Delving into the ESG Framework:

  • Environmental issues and concerns

  • Social issues and concerns

  • Governance issues and concerns

  • Ethical issues and concerns

• Discerning the nuances between sustainable investing and impact investing

Day 2: Business Investment and Sustainable Finance

• Confronting the challenges of sustainable investment

• Exploring scenarios for business model reinvention

• Identifying key determinants for sustainable financial investment

• Leveraging traditional investment appraisal tools

• Incorporating environmental and social dimensions

• Evaluating the limitations of conventional investment appraisal methods

Day 3: Financial Instruments and Sustainable Investing

• Unpacking debt instruments: Concepts, types, and rationale

• Evaluating grants

• Analyzing equity instruments: Concepts, types, and rationale

• Navigating mezzanine finance

• Surveying new developments and innovations

Day 4: Risk and Scope of Sustainable Finance and Investment

• Examining traditional approaches to comprehending business risk

• Evaluating risk factors from a sustainable perspective

• Tracking sustainable finance developments in banking

• Navigating sustainable finance developments in financial investments

• Conducting financial risk modeling under sustainable finance conditions

Day 5: Sustainable Accounting and Reporting

• Unpacking the traditional financial analysis toolkit

• Scrutinising conventional measures of stakeholder value

• Selecting the appropriate key performance measures

• Crafting internal reports on sustainable investment

• Surveying ESG metrics, sustainability disclosures, reports, and ratings

Certificate of Completion: Upon successful completion of the course, participants will receive a Certificate of Completion from Al-Majd Pathways Centre (APC).