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Green Finance

2 Part Course  |  Incorporating environmental and climate in equity and fixed income to contribute to a low-carbon economy

Green Finance Training Course

A one-day course presented in two half-day live webinars

  • 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
  • Practical insights on ESG policy at the level of the portfolio and the financial institution

  • To have an understanding of the key concepts related to environmental issues
  • To identify 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;
  • Have 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 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

Part One 

Introduction to sustainable and green finance

  • Key concepts
  • What is ESG
  • Global market for sustainable 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 tell us about the different pathways to a low-carbon economy
  • Key drivers influencing climate change
  • Regulating the transition
  • Climate policies
  • International initiatives

Multilaterial agreements on environment

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

Finance and the low-carbon transition

  • Emerging trends in ‘green finance’
  • Financial institutions and 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

Part Two

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 and other environmental issues
  • Material impacts of environmental issues on 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 developemnt of a green finance products across different types of financial institutions

The trainer is a former investment banker 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, insurance 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 (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 trainer is played 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, is already having a significant impact on financial decision-making and in 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 course introduces sustainable investment– an investment approach intentionally seeking to create both financial return and 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 is broad and far-reaching.

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

Number of places:
Part 1

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Number of places:
Part 2

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£695.00

Per participant per part
Discounts available for multiple place booking find out more
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