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ESG Criteria - The Rise to Prominence

Navigating ESG and climate change in decision making - The crossroad between corporates and financial institutions

ESG Criteria Training Course

A one-day course

  • Focus on actual investment criteria and performance
  • Comprehensive statistical analysis of actual results from ESG investment
  • A detailed breakdown of index composition and calculation of performance
  • Thorough integration with climate models and impact analysis
  • Global learning perspective based on international ESG experience
  • Practical development of corporate ESG policy

  • Enable the comparison and contrast of different types of ESG
  • Provide an overview of how ESG is integrated into asset selection
  • Help participants understand stakeholders’ expectations regarding ESG
  • Become familiar with the various approaches to align investment portfolios with a low-carbon economy, as well as the methodologies underpinning these approaches
  • Knowledge of the landscape of reporting initiatives and frameworks, for sustainability and climate specifically
  • Develop a comprehensive understanding of the history, current state and likely future trajectory of ESG investment both worldwide and specifically in the UK and Europe

Background to ESG

  • What is Environmental, Social, and Governance (ESG)?
  • The history of ESG
  • The ESG market today
  • The key drivers of ESG
    • Regulation
    • Clients
    • Investors & banks
    • Companies
    • Sustainability mega-trends

ESG approaches and criteria

  • Characteristics of different ESG approaches
    • Sustainable (‘green’) Finance
    • Socially Responsible Investment
    • ESG Integration
    • Thematic Investment
    • Climate Finance
    • Impact Investing
  • ESG factors/criteria
    • Financial materiality vs impact
    • How ESG factors impact companies
    • How ESG factors impact countries
  • Group Exercise: Identifying material ESG factors for sectors and companies
  • Key ESG frameworks:
    • GRI
    • Sustainability Accounting Standards Board
    • GIIN
    • CDP
  • Group Exercise: Evaluating a company’s ESG performance
  • Evaluation of different ESG rating systems, including:
    • S&P
    • Fitch
    • MSCI
    • Bloomberg
    • Thomson Reuters
    • RepRisk
    • SASB
    • Moodys
    • Vigeo Eiris

ESG initiatives and reporting

  • Key initiatives and how they support corporates and financial institutions understand and implement ESG
    • United Nations (UN) Global Compact
    • UN Environmental Program – Financial Institutions (UNEP-FI)
    • Global Impact Investing Network
    • UN Sustainable Development Goals
  • ESG Reporting
    • Key stakeholders
    • Integrated reporting
    • Key indicators
  • Case Study: Best practices for ESG Reporting

ESG and the transition to a net-zero carbon economy

  • The science of climate
  • Definitions of net-zero carbon
  • The emission requirements of science
  • Market and consumer trends regarding the net-zero transition

ESG and the transition to a net-zero carbon economy

  • The role corporates can play in the transition to a net-zero carbon economy
    • Energy and Utilities
    • Industrials and Materials
    • Consumer
    • IT
    • Real Estate
  • The role financial institutions can play in the transition to a net-zero carbon economy
    • Investment
    • Bank
    • Insurance
  • Case Study: Climate bonds, green bond regulations and the prospects for fighting global warming

ESG in practice

  • How capital allocation can support the net-zero transition
    • Strengths and weaknesses of these approaches
  • Positive vs negative screening
  • Climate impact investment
  • Financial institutions’ expectations of companies on climate
  • Corporate engagement on climate
  • Case Study: Shareholder engagement with corporates on ESG criteria and climate

 

 

The trainer is a thought leader, strategic advisor and professional trainer specializing in emerging markets, international supply chains and sustainability issues. With experience in fixed income, commodities financing, syndicated loans, fintech and agritech, he brings a wide range of experience in some of the most dynamic areas of banking. He has worked with international banks, multilateral financing institutions, hedge funds, and investment funds across the globe, and with multinational corporations that have operations in Africa.

The trainer has extensive experience as a presenter, lecturer and trainer, both through his work in banking and as a speaker on the international conference and webinar circuit. He has delivered professional training on a diverse range of topics, including structured commodity finance (for Afreximbank in Egypt and Kenya), the African fintech landscape, sustainable finance and the impact of ESG issues on international trade and supply chains.

He has been a guest lecturer at King’s College London (KCL), SOAS, the Chicago Booth School of Business and the Hult International Business School, presenting on fintech in emerging markets and the intersection between disruptive technology and sustainability. He also appears regularly in the press and media as a commentator on issues related to African markets, international trade, commodities, fintech and ESG.

Prior to setting up his firm, Kleos Advisory Ltd, in 2019, he was Head of Research at pan-African bank, Ecobank, where he oversaw a team of a dozen analysts spread across the bank’s African footprint who produced research on fixed income, currencies and commodities (FICC) for the bank and its clients. He was also head of the bank’s UK Representative Office in London, which included the bank’s teams managing relationships with multinationals and international organisations such as the World Bank and World Vision. Prior to working at Ecobank, he was a Senior Economist at the Economist Intelligence Unit (EIU), covering nine African countries and 25 commodities, divided between industrial raw materials and food, feedstuffs and beverages.

The trainer holds a First Class BA in Hispanic Studies (Spanish & Portuguese) and a PhD in political science, both from the University of Bristol. He also has a Certificate in Economics from Birkbeck University and has undertaken various trainings in structured commodity finance and global supply chains. He is fluent in English, French and Spanish and trains in all three languages.

ESG investment is now the fastest growing segment of investment worldwide. Specialised funds, ESG screening, and climate indices are all components of a rapidly evolving range of funds, investment types and performance indicators. This concentrated course covers all the necessary elements to bring provide delegates with a thorough understanding of the ESG investment world: how returns and risks are measured, what ESG criteria are, and how they are measured, and implemented.

  • This course had a detailed overview of ESG criteria and outlined the possibilities of analysation of ESG criteria
  • The lecturer was very knowledgeable and was speaking in a engaging, interactive manner.
  • The reference material was comprehensive

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  • On a date, time and in a location of your choice
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