Advanced ESG & Climate Finance Loans Structuring for Practitioners

Develop advanced due diligence and loan product structuring knowledge in this advanced online course

A beautiful view of Shanghai city from a window with a glass building in the front

A one-day course presented over two-half days in a virtual class

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Download: Course Outline

Part 1 Green & Social Financing Frameworks

Two case studies to demonstrate the structure and rationales of green and social financing frameworks. Best market practice and trainer insights will enable delegates to evaluate these key documents for loan projects.

Green Loans

Case Study 1: Green Finance: Assess the coherence and sufficiency of a significant existing corporate green financing framework.

Mapping a corporate strategy to the UN SDGs.
Assessing the framework’s adherence to best market practice.
Green loan principles within a framework:
Use of Proceeds
Project Evaluation
Project selection
Deployment
Classification of risks and exclusions.
Using Second Party Opinion/Verification reports to gather due diligence information

Social Loans

Case Study 2: Social Finance: Assess a financial institution’s social finance programme and framework.

Mapping the bank’s strategy to the UN SDGs
Assessing the framework’s adherence to best market practice.
Challenges of social project classification.
Social loan principles within a framework
Use of Proceeds
Project Evaluation
Project selection
Deployment
Classification of risks and exclusions.
Using Second Party Opinion/Verification reports to gather due diligence information.

Green and Social Impact Measurement

Achieving environmental and social impact and making a contribution to the achievement of the SDGs is key for many lenders and investors. This section examines the implications for use of proceeds instruments and demonstrates an approach to how it can be measured and reported.

Impact Reporting: Green and Social Projects (Using the ICMA Framework)

Recommended sector-specific guidance
Recommended core Indicators
Mapping to SDGs – one approach

Impact Metrics

Green/Social loan outputs
Green/Social loan outcomes
Green/Social loan Impact
Examining how to compile and report on green and social project impact

Part 2

The second day utilises the learning from Day 1. Sustainable and Sustainability-Linked loans will be the focus.

Sustainable Loans

Understanding the importance of a ‘Just Transition’
Combining green and social loan due diligence
Assessing the interplay between the two components

Sustainability-Linked Loans

SLLs as Transition Instruments
Evaluating sustainability-linked loans
Key Performance Indicator selection and current trends
Establishment of meaningful Sustainability Performance Targets
Market evolution: borrower/issuer missed targets and the ramifications for lenders/investors

Case Study 3: Analysing a sustainability-linked corporate framework + Second Party Opinion

How to assess the coherence of a sustainability-linked finance framework:
- Mapping corporate strategy and SDGs commitment
- Adherence to best market practice
- Mapping to LMA Sustainability-Linked Loan Principles

Determining the borrower’s ambition
Understanding the mechanics and choices of KPIs and SPTs
Common primary and secondary KPIs
Materiality
Strategic significance
Measurability
Benchmarking
SPT disclosure

Wrap Up with Q&A

Advanced training at Redcliffe is delivered by an experienced international and emerging market capital markets consultant. Actively advising on Sustainable Finance to International Financial Institutions, he utilises vast technical skills and leadership knowledge.

Our specialist has first-hand experience across more than 38 emerging and frontier markets. This includes investments in a wide range of ESG/Climate and non-ESG debt, equity, and loan products.

As a former senior banker at the European Bank for Reconstruction and Development, Redcliffe’s expert led an advisory and structuring team. The team worked closely with bankers across multiple industry sectors and with risk officers to create loan, bond, and equity investments in more than 25 local currencies. He also has considerable expertise in debt and equity capital market governance and strategy.

Designed for investors and lenders in ESG loans, this course focuses on developing advanced due diligence and loan product structuring knowledge. Emphasis is on practical and implementable skills, enabling delegates to engage confidently in this rapidly growing asset class. Participants should already be familiar with the concepts and features of ESG loans.

Examine, as an investor/lender/advisor, the mechanics of assessing and structuring green, social, sustainable and sustainability-linked loans using best market practice and current case studies in the loan and capital markets.

Conduct due diligence on a corporate Green Financing Framework.
Understand and apply best practices for Green loan monitoring and Impact reporting.
Analyse and conduct due diligence on a Social financing framework.
Understand and apply best practices for social loan monitoring and Impact reporting.
Examine Sustainable loans: combining environmental and social projects in financings.
Assess sustainability-linked loans. We explore best market practices in KPI and SPT selection, as well as mechanics and performance scenarios over time.
Examine loan monitoring and impact reporting best practices for green and social loan case studies.

This unique course in the marketplace provides interactive sessions built around real-world case studies
Courses emphasise practical ESG loan structuring skills
We focus on transferring diagnostic due diligence expertise
Sessions' deep dive into monitoring and impact reporting
At Redcliffe Training, our course leader is an active ESG market practitioner

Redcliffe’s advanced course is essential for investors and lenders involved in ESG loans, with a focus on building expertise in advanced due diligence and loan product structuring. The course emphasis encompasses practical and actionable skills, enabling participants to engage in this rapidly growing asset class confidently.

This course is suitable for:

Asset/fund managers
Banking and Corporate Credit
Banking lawyer
Corporate bankers
Corporate/Commercial lawyer
Corporate finance advisor
Credit Risk
Finance Director
In-house legal counsel
Investment Banking
Banking Operations Department
Private Equity
Project and Renewables Finance
Project and Renewables Finance Lawyer
Risk management
Sustainable Finance Departments
Corporate Treasury
Investment department

ESG loans have grown exponentially since 2018. This advanced course equips participants with the skills to strengthen their due diligence and loan structuring expertise. In doing so, investors, lenders, and their advisors gain clearer insight into what to expect from borrowers and the rationale behind it.

The absence of certified public market data in the loan market creates a practical challenge. At Redcliffe Training, our sessions equip you to source and apply data from multiple channels, providing your investment committee with deeper, more informed insights.

This course is a deep dive into green, social, sustainable and sustainability-linked loans and uses current case studies as the basis of learning. Participants are encouraged to bring their own relevant ESG challenges to the programme to deepen learning and application.

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