top of page

ESG Performance Reporting and Ratings​

Price £

375

+VAT

Duration

Half Day (3 hours)

We can run this course inhouse or privately just for you and your colleagues.

 

Please submit a training request to check availability and prices.

About the Course

Our ESG Performance Reporting and Ratings course, provides an introduction to ESG performance reporting and ratings. Including an overview of ESG frameworks and the importance of ESG reporting and ratings for investors, companies, and regulators.

!
Widget Didn’t Load
Check your internet and refresh this page.
If that doesn’t work, contact us.

Learning Outcomes

Remembering:

  • Recall the definition of ESG and explain its relevance to financial markets

Understanding:

  • Explain the different ESG performance reporting and rating frameworks and their importance for investors, companies, and regulators. Compare and contrast different ESG reporting standards (e.g., GRI, SASB, TCFD) and explain their strengths and weaknesses.

Applying:

  • Apply best practices for designing and evaluating ESG surveys and questionnaires.

Analysing:

  • Analyse the reporting requirements of different ESG frameworks and evaluate their effectiveness in capturing relevant ESG data. Analyse ESG data collected from surveys and questionnaires and identify areas for improvement.

Evaluating:

  • Evaluate the reliability and validity of different ESG rating methodologies and frameworks (e.g., MSCI, Sustainalytics, RobecoSAM) and critically evaluate the limitations and challenges of ESG reporting and ratings, including the potential for greenwashing and other forms of misreporting..

Creating:

  • Create strategies to address the limitations and challenges of ESG reporting and ratings and promote more accurate and reliable ESG data.

Course Outline

Module 1: Introduction to ESG Performance Reporting and Ratings

  • Definition of ESG and its relevance to financial markets

  • Overview of ESG performance reporting and rating frameworks

  • The importance of ESG reporting and ratings for investors, companies, and regulators

Module 2: ESG Reporting Standards

  • Analysis of different ESG reporting standards (e.g., GRI, SASB, TCFD)

  • Comparison of the strengths and weaknesses of different ESG standards

  • Overview of the reporting requirements of ESG frameworks

Module 3: ESG Surveys and Questionnaires

  • Designing effective ESG surveys and questionnaires

  • Evaluating the quality of ESG data from surveys and questionnaires

  • Best practices for data collection and analysis

Module 4: ESG Ratings

  • Overview of ESG rating methodologies and frameworks (e.g., MSCI, Sustainalytics, RobecoSAM)

  • Analysing the strengths and weaknesses of different ESG rating frameworks

  • Evaluating the reliability and validity of ESG ratings

Module 5: Limitations of ESG Reporting and Ratings

  • Critically evaluating the limitations and challenges of ESG reporting and ratings

  • Analysing the potential for greenwashing and other forms of ESG misreporting

  • Assessing the implications of ESG reporting and ratings for investment decision-making

Required Knowledge and Skills

The course is suitable for anyone in the banking industry. This course can be adapted so that it specifically addresses individuals working in specific banking roles such as risk and compliance, front, back, and middle office personnel, board members, and senior managers.

About Your Trainer

Zoe Keen

Zoe Keen

Zoe is a finance professional with in excess of 20 years of Investment Banking Compliance experience, operating across multiple functions including Head of Public Side Advisory, Head of Central Compliance, Certifications, Control Room and Surveillance.

In addition to her deep understanding of UK & international regulation as it applies to investment banks, Zoe’s core areas of strength include senior management engagement, the design, implementation and oversight of governance and risk frameworks, and delivering comprehensive Compliance policies, procedures and training programmes.

At Leaman Crellin Zoe focuses on regulatory consulting and training, with a specialist interest in Environmental, Social and Governance (ESG) and Sustainable Finance.

bottom of page