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Fundamentals of ESG Loan Markets

Understand the strategic importance of ESG loans

Compliance Issues in Green Investing and Sustainable Finance Course

A half-day live webinar

This course is a ‘must know’ for officers and bankers from:
  • Audit
  • Compliance
  • Corporate and Financial Institutions
  • Credit Risk
  • Finance
  • Marketing
  • Planning
  • Treasury


  • Focused on ESG loans and their mechanics
  • Focused on the European sustainable loan market
  • Utilises the latest Loan Market Association's Green, Social and Sustainability-linked loan principles
  • Provides practical loan structuring considerations for a range of financial professionals
  • Trainer has had first hand investor experience

  • Understand the strategic importance of ESG loans
  • Examine the characteristics of green, social and sustainable loans in the context of actual transactions
  • Become familiar with the ESG loan principles: Use of Proceeds, Evaluation, Selection, Management of proceeds and Reporting
  • Learn to identify client opportunities

Introduction

  • ESG as a movement
  • Loans as manifestation of company strategy

Green loans

  • What constitutes a green loan?
  • Green loan definition and examples
  • Green loan LMA core components
  • Use of Proceeds
  • Project Evaluation and Selection
  • Management of Proceeds
  • The practical challenges of greenification
  • Reporting
  • External Review
  • Case study and discussion

Social loans

  • What is a social loan and how are they assessed?
  • LMA Social loan principles
  • The evolving Social Taxonomy
  • Social loan core components
  • Trends in social lending
  • Case study and discussion

Sustainability-linked loans

  • Defining sustainability-linked loans
  • How they differ from green and social loans
  • Inclusivity – what are the implications?
  • Sustainability-linked loan examples
  • LMA Sustainability-linked loan principles
  • KPI mechanics
  • Case study and discussion

Wrap up / Q and A

The trainer is an experienced international and emerging market capital markets consultant. He has technical and leadership knowledge and skills together with first-hand experience in over 38 emerging and frontier markets as an investor in a range ESG and non-ESG debt, equity and loan investment products. As a former senior banker In EBRD he lead a team which worked closely with multi industry-sector bankers and risk officers to create loan, bond and equity investments in over 25 local currencies. He also has considerable expertise in debt capital market governance and strategy.

Prior to the EBRD the trainer worked for 15 years in London-based investment banks where he marketed and structured a range of derivative and fixed income solutions for U.K., Benelux and Scandinavian corporate and institutional clients.

Green, social and sustainable loans have increased to an estimated $78.6 billion in 2021 (2022 survey by BNPP and CityUK) and are set to significantly grow. This interactive course will provide participants with an introduction to green, social and sustainability linked loans in Europe and will focus on the practicalities of this important sector. Many companies are responding to lender demand for loans which are explicitly linked to the borrower’s ESG strategy. The Loan Market Association (LMA) has released Green, Social and Sustainability-Linked Loan principles which recommend best practice in the origination of loans. The trainer will utilise the LMA principles and case studies to illustrate the features and mechanics of ESG loans.
Number of places:

£895.00

Per participant
Discounts available for multiple place booking find out more
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