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Green Finance

Learn how to incorporate environmental and climate in equity and fixed income to contribute to a low-carbon economy

A one-day course

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In-depth understanding of the expectations and practical implications of seeking to become a financial institution that is sustainable and green
Focus on actual green finance products
Awareness of the latest climate-related regulatory trends
Insight into practical aspects of the implementation of the theory
A thorough review of related academic research and its implications surrounding green finance
Perspective based on international experience in green finance strategy
Practical insights on ESG policy at the level of the portfolio and the financial institution

To gain an understanding of the key concepts related to environmental issues
To identify the systemic impact of climate risks on the financial system and how that relates to asset management and portfolio construction
To understand key environmental risks and how they impact business models
To apply material environmental factors to financial modelling; ratio analysis; risk assessment; quality of management
To identify sectors and companies that can benefit from opportunities relating to a transition to a low-carbon economy
Have an overview of climate change and the main ways it impacts individuals (and corporates) and their finances;
To gain an understanding of the role financial institutions can play in the transition to a low-carbon society via their products
Become familiar with the various approaches to align green finance and investment portfolios with a low-carbon economy, as well as the methodologies underpinning these approaches
Can compare and contrast the strengths and weaknesses, as well as biases, of these approaches
Become able to hold a basic level discussion about the possible contributions of different products and asset classes to a low carbon economy

Introduction to sustainable and green finance

Key concepts of Green Finance and related initiatives
What is ESG
Global market for sustainability and finance
Key drivers
- Regulation
- Financial performance
- Client demand

Environmental issues

Environmental factors
Climate change
Natural resources
Pollution and waste
Circular Economy

Climate Change and the transition to a low-carbon economy

Defining low carbon
What science tells us about the different pathways to a low-carbon economy
Key drivers influencing climate change
Regulating the transition
Climate policies
International initiatives

Multilateral agreements on the environment

United Nations Sustainable Development Goals
Paris Agreement
Glasgow COP
Nationally Determined Contributions

Finance and the low-carbon transition

Emerging trends in ‘green finance’ and frameworks for Green Financing
Financial institutions and Green financing deals for the low-carbon transition
Green products
Bank loans
Bank advisory
Asset management

Environmental regulation for financial institutions

Financial Stability Board’s Taskforce for Climate-related Financial Disclosure
Financial Stability Board’s Taskforce for Nature-related Financial Disclosure
EU: Climate benchmarks
EU: Sustainable Finance Disclosure Regulation
Industry initiatives

Engaging with clients

Reasons for clients’ interest
Pitching products to clients (and addressing concerns)

Reporting to clients

Understanding climate risks for Financial Institutions

Systemic relationships between investee companies’ activities and environmental issues
Impact and dependence of business on natural resources
Systemic impact of climate risks on the financial system
Climate risk
Transition risks
Physical risks
Opportunities for financial institutions

Understanding the data

Identifying materiality
Financial materiality
Impact materiality
Data
Data type
Data sources
Data availability across different asset classes and regions
Challenges and considerations for effective identification and use of data

Approaches to environmental analysis

Analyzing climate change risk disclosures and other environmental issues
Material impacts of environmental issues on green finance investment decision-making

Integrating the results

Building greener products
Different asset classes and their approaches
ESG strategies
Listed equities
Private equity
Bonds
Private credit
Real Estate
Infrastructure

Reporting

Reporting to banking clients
Reporting to asset management clients
Reporting to regulators

Exercise

Identifying the data, method and analytical tools for the development of green finance products across different types of financial institutions

The green finance course trainer is a former investment banker, green and sustainable finance expert. Most recently, he led the Centre for Sustainable Finance at the University of Cambridge Institute for Sustainability Leadership (CISL), which helps financial institutions play a leading role in building a more sustainable economy. He led work across the finance industry, including with banks, insurers and investors, producing cutting-edge research, tools and frameworks that drive change in how institutions work with the wider economy, ensuring they manage risks and grasp new business opportunities.

He also sat on the Advisory Panel for GFANZ (The Glasgow Financial Alliance for Net Zero), providing expertise, critique and support to the finance industry in developing robust and credible net zero transition plans.

The green finance online course trainer plays a senior leadership role at CISL, sitting on the executive committee to set strategy, oversee financial performance and ensure effective delivery across the wider organisation. Prior to joining CISL, he spent 20 years in investment banking at Credit Suisse and Dresdner Kleinwort, advising global financial institutions on balance sheet structure, capital raising and post-crisis regulations.

Addressing the E in ESG has become critical, as environmental risks, especially climate change, are already having a significant impact on financial decision-making and on the economy as a whole.

With investors increasingly pressured to demonstrate that they are steering their capital to a low-carbon economy, how can one make sense of the different types of low-carbon funds, key characteristics, portfolio construction biases and client perception? This Green Finance course introduces sustainable investment– an investment approach intentionally seeking to create both financial return and a positive impact on climate stability.

While climate is the best-addressed environmental factor so far by governments, businesses and financial institutions, the range of environmental factors that have a material financial impact on investments and loans are broad and far-reaching.

This green finance course also identifies and describes the key environmental factors and external drivers that finance professionals should consider when assessing ESG risks and opportunities.

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Green Finance

Learn how to incorporate environmental and climate in equity and fixed income to contribute to a low-carbon economy