About the Course
Our Sustainable Investing course provides a foundational understanding of sustainable investment strategies.
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.
Explain the importance of sustainable investing in meeting clients' needs and financial goals, and how sustainable investing differs from traditional investment strategies.
Apply knowledge of sustainable investment strategies to evaluate investment opportunities and make sustainable investment recommendations to clients.
Analyse the strengths and weaknesses of different sustainable investment strategies and evaluate their potential impact on financial performance and sustainability goals.
Evaluate the effectiveness of sustainable investment strategies in meeting clients' needs and financial goals, and identify potential barriers to sustainable investing.
Develop a sustainable investment strategy that aligns with clients' values and financial goals, and integrates sustainability considerations into investment decision-making processes.
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 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.