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.
Recall the definition of ESG and explain its relevance to financial markets
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.
Apply best practices for designing and evaluating ESG surveys and questionnaires.
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.
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..
Create strategies to address the limitations and challenges of ESG reporting and ratings and promote more accurate and reliable ESG data.
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 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.