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ESG for Investment & Asset Managers
A 7-hour, online session

Date:  21st & 22nd November 2022

WHY THIS COURSE?

The recent UN Intergovernmental Panel on Climate Change suggested that, if left unchecked, climate change would have a catastrophic effect on not only the global economy, but also on investment returns across a wide range of asset classes. The report is not alone in its findings. Recently, one of the world’s largest money managers suggested the global economy would witness a cumulative loss in economic output of over 20 per cent in the next 20 years if no action is taken. On a micro level, there is increasing concern that climate change will hit the long-term valuations of companies in a wide range of industries, thereby negatively affecting pension funds and other key institutional investments. Investment managers now find themselves under significant pressure from regulators, clients and other stakeholders to employ their power and influence to undertake change for good. It is often pointed out that, in order to make a tangible contribution to managing climate risk, fund, asset and portfolio managers will have to reconsider their relationships with investee companies and asset owners from the ground up. This conundrum is a real and significant challenge for asset managers. It is also an enormous opportunity. With clients, end investors and regulators requiring such initiatives be undertaken, and with the added incentive of ‘investing for good’, asset managers may have little choice but to improve their ESG credentials, and to do so with substance.

For investment managers who successfully prove and substantiate their ESG credentials, the returns are potentially lucrative. However, the deployment of ESG into the strategy and investment process of an asset manager is no easy task. The effective use of data, reporting and disclosure requirements, screening and analysis tools pertinent to ESG all require specialist skills and experience.

This short, concise course will provide a detailed understanding of the key tenets of ESG and impact investing and how they can be effectively adopted by asset managers. The course is taught from a real-life, practitioner-led perspective, using practical and appliable examples.

  • Key Learning Outcomes:
    • Understand the key real-life tenets of ESG in relation to managing assets and funds
    • Assess the regulatory environment for ESG investing globally
    • Understand the important and significant risk factors of climate finance
    • Discuss how ESG principles and practices can be practically incorporated into investment philosophies and processes
    • Assess the effective use of data in the asset valuation process and understand the use for metrics and screening
    • Understand performance measurement techniques for ESG investing
    • Review and understand the workings and principles of carbon accounting

Fee

1 participant: RM2,500/$625
2 participants: RM5,000/$1,250
3 participants: RM7,500/$1,875
4 participants: RM10,000/$2,500
5 participants: RM12,500/$3,125

Discounts are available for group bookings. Please contact us for more details.

In-house/group training

If you are looking for an in-house training program or wish to send a group to an existing public program, kindly please contact Andrew Tebbutt at [email protected] or +603 2162 7802.
Learn More

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Send me Details

For enquiries please contact:

Normariya Sariman
Account Manager, REDmoney Seminars
[email protected]
Direct Line: +603 2162 7800 ext 44

Ramesh Kalimuthu
Events Sales Director
[email protected]
Direct Line: +603 2162 7800 ext 65
Fax: +603 2162 7810

For sponsorship & speaking opportunities:

Andrew Tebbutt

Managing Director
[email protected]
Direct Line: +603 2162 7802

For marketing and media enquiries

Govina Selvanthran

Marketing Manager
[email protected]
Direct Line: +603 2162 7800 ext 22

seminar logo

ESG for Investment & Asset Managers
A 7-hour, online session

Date:  21st & 22nd November 2022

7.00am - 10.00am
UK
10.00am - 1.00pm
UAE
2.00pm - 5.00pm
Singapore/KL

Send me Details

WHY THIS COURSE?

The recent UN Intergovernmental Panel on Climate Change suggested that, if left unchecked, climate change would have a catastrophic effect on not only the global economy, but also on investment returns across a wide range of asset classes. The report is not alone in its findings. Recently, one of the world’s largest money managers suggested the global economy would witness a cumulative loss in economic output of over 20 per cent in the next 20 years if no action is taken. On a micro level, there is increasing concern that climate change will hit the long-term valuations of companies in a wide range of industries, thereby negatively affecting pension funds and other key institutional investments. Investment managers now find themselves under significant pressure from regulators, clients and other stakeholders to employ their power and influence to undertake change for good. It is often pointed out that, in order to make a tangible contribution to managing climate risk, fund, asset and portfolio managers will have to reconsider their relationships with investee companies and asset owners from the ground up. This conundrum is a real and significant challenge for asset managers. It is also an enormous opportunity. With clients, end investors and regulators requiring such initiatives be undertaken, and with the added incentive of ‘investing for good’, asset managers may have little choice but to improve their ESG credentials, and to do so with substance.

For investment managers who successfully prove and substantiate their ESG credentials, the returns are potentially lucrative. However, the deployment of ESG into the strategy and investment process of an asset manager is no easy task. The effective use of data, reporting and disclosure requirements, screening and analysis tools pertinent to ESG all require specialist skills and experience.

This short, concise course will provide a detailed understanding of the key tenets of ESG and impact investing and how they can be effectively adopted by asset managers. The course is taught from a real-life, practitioner-led perspective, using practical and appliable examples.

  • Key Learning Outcomes:
    • Understand the key real-life tenets of ESG in relation to managing assets and funds
    • Assess the regulatory environment for ESG investing globally
    • Understand the important and significant risk factors of climate finance
    • Discuss how ESG principles and practices can be practically incorporated into investment philosophies and processes
    • Assess the effective use of data in the asset valuation process and understand the use for metrics and screening
    • Understand performance measurement techniques for ESG investing
    • Review and understand the workings and principles of carbon accounting

WHO WILL BENEFIT?

  • This detailed, interactive program will benefit anyone in the wealth or investment management industry interested in implementing ESG principles into their investment processes. In particular:
    • Portfolio and Pension Fund Managers
    • Mutual Fund Managers
    • Client Relationship Managers
    • Private Bankers and Wealth Management professionals
    • Insurance Companies and Independent Financial Advisors
    • Family Offices and High-Net-Worth Individuals
    • Endowment Trustees
    • Asset Allocation Managers
    • Auditors and Risk Managers
    • Consultants, Compliance and Legal teams
    • Regulators and supervisors

Program Format

This two-part training program will be delivered online through a stable, secure and free-to-access platform. The program itself will be delivered through lectures, worked examples and case studies in order to ensure a detailed and practical understanding of the program content. Participants will have plenty of opportunity to ask questions and interact with the program director. Login details and program materials will be sent to participants upon receipt of payment

Fee

1 participant: RM2,500/$625
2 participants: RM5,000/$1,250
3 participants: RM7,500/$1,875
4 participants: RM10,000/$2,500
5 participants: RM12,500/$3,125

Discounts are available for group bookings. Please contact us for more details.

In-house/group training

If you are looking for an in-house training program or wish to send a group to an existing public program, kindly please contact Andrew Tebbutt at [email protected] or +603 2162 7802.
Learn More

HRD-Corp-Claimable-Logo

AGENDA AND FORMAT

Each session will be interactive in a seminar format, with participants encouraged to engage with questions throughout.

PLATFORM

This two-part training program will be delivered online through a stable, secure and free-to-access platform. The program itself will be delivered through lectures, worked examples and case studies in order to ensure a detailed and practical understanding of the program content. Participants will have plenty of opportunity to ask questions and interact with the program director. Login details and program materials will be sent to participants upon receipt of payment

AGENDA

Part 1: Key Issues of ESG and its Importance to Investment and Asset Managers

Understanding ESG from an Investment Management Perspective (1 hour)
  • Sustainable, social, green and responsible finance: key considerations for asset managers
  • How ESG now directly influences company and asset valuation
  • What are the key ESG taxonomies and initiatives relevant to investment managers?
    • UN Principles for Responsible Investment
    • Task Force on Climate-related Financial Disclosures
  • Drivers of ESG investing globally: key metrics
Risk Management and ESG in the Investment Process (30 minutes)
  • ‘Climate risk is financial risk’ – what this means in reality
  • How do we set out and adhere to operational risk principles?
  • Stress testing investment portfolios: climate change and regulatory perspectives
  • From compliance to Alpha Generation
  • Quiz
The Regulatory Framework for ESG Investing (1 hour)
  • Identifying local, regional and international regulatory drivers for ESG investing
  • Current regulatory disclosure requirements: ensuring compliance and understanding implications for fund performance
  • Monitoring regulatory change for ESG investors
  • Examples from the field
ESG Frameworks and Strategy Development and Implementation (1 hour)
  • Understanding the importance of ESG Frameworks – presentation of various leading market examples
  • Using frameworks, data and analysis to set and implement a strategy suitable for your organisation and client base
  • Successfully Implementing an effective ESG investment strategy
  • Quiz

Part 2: The ESG Investment Process and Performance Assessment

Data and Valuation: Incorporating ESG into the Investment Process (2.5 hours)
  • Identifying data sources in an ESG investment framework: data sets and indices
  • Incorporating effective ESG data collection and reporting systems into your investment process
  • Integrating ESG into a bottom-up approach to research and asset valuation
  • Can ESG metrics be readily applied to asset valuation?
  • The importance of ESG screening in equity and fixed income analysis
  • What is ‘greenwashing’ and how can we avoid it in our investment process?
  • Quiz
Performance Analysis of ESG Investments (1 hour)
  • Using key quantitative metrics to analyse and report ESG-related investment performance
  • Assessing mixed results from ESG-driven active asset management, and offering a comparison to passive management
  • Using indices to measure performance and incorporating comparisons to non-ESG indices
Case Study: How does carbon accounting work in practice for an industrial business?

EXPERT COURSE DIRECTOR


Cedric Rimaud
Climate Finance Specialist

With more than 20 years of experience in the fund management industry and more than 10 years at top ranking investment banking firms (JP Morgan, Citi and Credit Suisse), Cedric has been managing fixed income portfolios and analyzing corporate bonds during the most part of his career, most recently as the Head of Emerging Markets Corporate Credit Research at an independent credit research company. He has been managing teams of analysts and acting as a principal of small investment teams in various capacities. He earned a Masters in Finance from the London Business School and he is currently enrolled in the joint Executive MBA program of INSEAD in Singapore and Tsinghua University in Beijing. Cedric is a CFA charter holder and member of the CFA Society in Singapore. Since relocating for the second time to Asia six years ago (Bangkok and Singapore), he has been developing investable projects in the climate finance space in South East Asia. He has been a consultant for the United Nations Economic and Social Commission for Asia Pacific (including Vietnam, Indonesia and the Philippines) on Green Finance.

WHO WILL BENEFIT?

  • This detailed, interactive program will benefit anyone in the wealth or investment management industry interested in implementing ESG principles into their investment processes. In particular:
    • Portfolio and Pension Fund Managers
    • Mutual Fund Managers
    • Client Relationship Managers
    • Private Bankers and Wealth Management professionals
    • Insurance Companies and Independent Financial Advisors
    • Family Offices and High-Net-Worth Individuals
    • Endowment Trustees
    • Asset Allocation Managers
    • Auditors and Risk Managers
    • Consultants, Compliance and Legal teams
    • Regulators and supervisors

For enquiries please contact:

Normariya Sariman
Account Manager, REDmoney Seminars
[email protected]
Direct Line: +603 2162 7800 ext 44

Ramesh Kalimuthu
Events Sales Director
[email protected]
Direct Line: +603 2162 7800 ext 65
Fax: +603 2162 7810

For sponsorship & speaking opportunities:

Andrew Tebbutt

Managing Director
[email protected]
Direct Line: +603 2162 7802

For marketing and media enquiries

Govina Selvanthran

Marketing Manager
[email protected]
Direct Line: +603 2162 7800 ext 22

About Us

REDmoney Events designs, organizes and hosts industry-leading conferences, forums, roadshows and seminars focusing on the Islamic financial markets across a global, regional and national level.

+603 2162 7800
[email protected]

Our Publications

  • Islamic Finance news
  • IFN Halal Finance
  • UK Islamic Finance
  • IFN Fintech

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