Sustainable Finance

High financial performance with purpose

Currently, several studies show that financial managers operate with a “knowledge gap” when it comes to ESG.

The challenge is therefore clear: how can asset owners and managers achieve high financial performance by adopting policies, practices and data related to sustainable capitalism?

The Sustainable Finance program seeks to provide an overview of the global sustainable finance market and its different variations, as well as exploring how financial agents can manage capital and generate value through environmental, social and governance (ESG) data and policies.

Partnership with:

parceiro

Request brochure

Date

On Demand

Duration

5 days

Investiment

1.900€

Format

From 9 a.m. to 5 p.m.
1-hour online kick-off session
2-hour online follow-up session

Language

Portuguese

Local

Carcavelos, Portugal

Apply Now!

Reasons for Choosing this Program

FOR YOU

Understand the risks and opportunities related to sustainable finance, enabling you to access and manage ESG data
Identify high-quality ESG products across asset classes
Learn how ESG data can be integrated into private equity, asset management and wealth management

FOR YOU ORGANIZATION

Develop a holistic understanding of what sustainable finance is, its building blocks and the evolution of capital markets in this area
Understand the unique elements of ESG finance and how they relate to traditional finance

Participant Profile
                                Senior banking executives
Asset managers
Institutional investors
Wealth managers


                            

The Program

The program combines theoretical and practical components, with exercises and practical cases, allowing participants to immediately apply ESG concepts and models to financial practices in the different modules.

The training day includes:

1-hour online kick-off session
2-hour online follow-up session

Kick-Off - Welcome Session & Presentation

Evidence and Trends on ESG

Is sustainable finance relevant?
Theory and evidence

What is Sustainable Finance?

Terminology
The historical evolution of corporate sustainability and sustainable finance
The business case for corporate sustainability and sustainable finance
Sustainable finance vs. traditional finance
The global sustainable finance market
With exercises and case studies

ESG data

Source of ESG data: Human data vs. artificial intelligence
Materiality
ESG and impact rating agencies
Challenges and opportunities

Communication and Reporting

External communication of ESG policies and practices
Developing a sustainable finance policy in a financial organization
Trends

ESG regulation

European sustainability regulations (for companies and financial institutions)
Regulations in the USA, China and Latin America (for companies and financial institutions)

With exercises and case studies

How to invest from an ESG perspective?

Definitions
Investment methods

How to finance ESG optics?

Definitions
Financing methods (bonds and credit)

With exercises and case studies

ESG trends

The ESG market and practices over the next 5-10 years

Follow-up Session (60 days later)

learn more

The marriage between banks and sustainability practices, by Rodrigo Tavares

Academic Directors

Miguel Ferreira

Rodrigo Tavares

Invited Experts

Assunção Cristas
Of Counsel Responsible for ESG and Environment Sections of Integrated Services Platform @ Vieira de Almeida

Miguel Ventura
Governance Senior Consultant @ Vieira de Almeida

Ana Jantarada
Head of Sustainability Center Portugal @ BNP Paribas