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Sustainable Investing

Price £

295

+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 Sustainable Investing course provides a foundational understanding of sustainable investment strategies.

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Learning Outcomes

Remembering:

  • Recall the different types of sustainable investment strategies, including norms-based screening, negative/exclusionary screening, best in class/positive screening, sustainability themed/thematic investing, impact investing, community investing, corporate engagement and shareholder action, and selecting sustainable investment strategies.

Understanding:

  • Explain the importance of sustainable investing in meeting clients' needs and financial goals, and how sustainable investing differs from traditional investment strategies.

Applying:

  • Apply knowledge of sustainable investment strategies to evaluate investment opportunities and make sustainable investment recommendations to clients.

Analysing:

  • Analyse the strengths and weaknesses of different sustainable investment strategies and evaluate their potential impact on financial performance and sustainability goals.

Evaluating:

  • Evaluate the effectiveness of sustainable investment strategies in meeting clients' needs and financial goals, and identify potential barriers to sustainable investing.

Creating:

  • Develop a sustainable investment strategy that aligns with clients' values and financial goals, and integrates sustainability considerations into investment decision-making processes.

Course Outline

Module 1: Overview of sustainable investing

  • Importance of sustainable investing in today's financial industry

  • Key challenges and opportunities in sustainable investing

  • Sustainable investing as a way to meet clients' needs and financial goals

Module 2: Integration

  • Definition of integration as a sustainable investment strategy

  • Key features of integration

  • Benefits and limitations of integration

Module 3: Norms-Based Screening

  • Definition of norms-based screening as a sustainable investment strategy

  • Key features of norms-based screening

  • Benefits and limitations of norms-based screening

Module 4: Negative/Exclusionary Screening

  • Definition of negative/exclusionary screening as a sustainable investment strategy

  • Key features of negative/exclusionary screening

  • Benefits and limitations of negative/exclusionary screening

Module 5: Best in Class/Positive Screening

  • Definition of best in class/positive screening as a sustainable investment strategy

  • Key features of best in class/positive screening

  • Benefits and limitations of best in class/positive screening

Module 6: Sustainability Themed/Thematic Investing

  • Definition of sustainability themed/thematic investing as a sustainable investment strategy

  • Key features of sustainability themed/thematic investing

  • Benefits and limitations of sustainability themed/thematic investing

Module 7: Impact Investing and Community Investing

  • Definition of impact investing and community investing as sustainable investment strategies

  • Key features of impact investing and community investing

  • Benefits and limitations of impact investing and community investing

Module 8: Move Towards Stricter Definitions

  • The importance of stricter definitions in sustainable investing

Module 9: Corporate Engagement and Shareholder Action

  • Definition of corporate engagement and shareholder action as sustainable investment strategies

  • Examples of corporate engagement and shareholder action in practice

  • Key features of corporate engagement and shareholder action

  • Benefits and limitations of corporate engagement and shareholder action

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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