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SDR and Labelling

Price £

355

+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 SDR and Labelling course provides financial industry professionals with an overview of sustainability disclosure requirements (SDR) and sustainable investment labels.

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Learning Outcomes

Remembering:

  • Participants will be able to recall the different types of sustainability disclosure requirements and labelling frameworks proposed, as well as the EU SFDR and US SEC requirements for sustainability disclosures.

Understanding:

  • Participants will be able to explain the purpose and importance of sustainability disclosure requirements and labelling frameworks in driving active investor stewardship.

Applying:

  • Participants will be able to apply the knowledge gained to select sustainable investment strategies that align with the standards set by the EU SFDR and US SEC requirements for sustainability disclosures.

Analysing:

  • Participants will be able to analyse the strengths and weaknesses of different labelling frameworks and determine which ones are most effective in driving sustainable investment practices.

Evaluating:

  • Participants will be able to evaluate the impact of sustainability disclosure requirements and labelling frameworks on investment decision-making and active investor stewardship.

Creating:

  • Participants will be able to create a plan for implementing sustainability disclosure requirements and labelling frameworks in their organisation's investment strategy, including selecting sustainable investment strategies that align with these standards.

Course Outline

Module 1: Introduction to SDR and sustainable investment labeling

  • Overview of sustainability disclosure requirements and sustainable investment labels

  • Purpose and benefits of labeling for investors, companies, and consumers

  • Different types of sustainability labels and their criteria for inclusion

Module 2: SDR and labeling frameworks

  • Proposed labeling frameworks for sustainability-themed, ESG-integrated, and impact investments

  • Consumer-facing and entity level disclosures

  • Global and regional labeling initiatives and standards

Module 3: Incorporating SDR and labeling in investment decision-making

  • Criteria for assessing the quality and relevance of sustainability disclosures provided by companies or investment funds

  • Incorporating sustainability labeling considerations into investment selection and monitoring processes

  • Active investor stewardship and engaging with companies on sustainability issues

Module 4: Navigating EU SFDR and US SEC requirements

  • Overview of EU Sustainable Finance Disclosure Regulation (SFDR) and US Securities and Exchange Commission (SEC) sustainability disclosure requirements

  • Key similarities and differences between SFDR and SEC requirements

  • Best practices for complying with EU SFDR and US SEC sustainability disclosure requirements

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.

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