Fee per participant: RM2,400/$800
Discounts are available for group bookings. Please contact us for more details.
ESG Risk Assessment for Credit Portfolios
Understand Sustainable Financing Criteria and Due Diligence
Date: 27th February 2024
Venue: DoubleTree by Hilton Kuala Lumpur
Classroom Training
COURSE BACKGROUND
Sustainable projects are typically undertaken by companies with a solemn commitment to the mitigation of climate risk, and the protection of people and the planet. At the same time, financial institutions are presented with the opportunity to extend financing and funding for such projects in important sectors that include power, transport, infrastructure, renewable energy, and land use. Sustainable financing also applies to the supply chain of small and medium enterprises engaged in those sectors.
Prudential regulations require that financial institutions draw up and apply frameworks to identify and measure the ESG risks associated with financing large-scale projects or credit portfolios. Senior management within financial institutions must acknowledge the significant influence of extending such financing on the overall ESG performance of their own institution, as well as those of portfolio companies. Banks must not only be conscious of the cost of financing and the return on investment, but also any ESG risk associated with a project or credit portfolio. In addition, financial institutions must recognize the significance of reputational risk associated with the funding of large-scale projects.
In addition to the responsibilities of top management, there are also significant obligations placed on department heads and working level team members to measure and minimize ESG risk and avoid issues such as green and social washing. As such, team members must understand how projects and credit portfolios are properly assessed based on ESG risk. It is also important to comprehend the process of ESG due diligence on projects in order to ascertain risks and develop effective contingency plans as key constituents of project milestones.
- Objectives:
- To identify and understand ESG risk and control measures when assessing a project financing or credit portfolio.
- To examine the rubrics of an effective ESG due diligence framework for green and sustainable projects.
- To assess and estimate the risk exposure of client companies and projects seeking financing and funding, with or without ESG/GHG roadmaps.
- To understand and apply methods used to mitigate financial risks via effective ESG risk assessment.
- To develop data intelligence surrounding projects and corporate financing portfolios.
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
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
ESG Risk Assessment for Credit Portfolios
Understand Sustainable Financing Criteria and Due Diligence
Date: 27th February 2024
Venue: DoubleTree by Hilton Kuala Lumpur
Classroom Training
Send me Details
COURSE BACKGROUND
Sustainable projects are typically undertaken by companies with a solemn commitment to the mitigation of climate risk, and the protection of people and the planet. At the same time, financial institutions are presented with the opportunity to extend financing and funding for such projects in important sectors that include power, transport, infrastructure, renewable energy, and land use. Sustainable financing also applies to the supply chain of small and medium enterprises engaged in those sectors.
Prudential regulations require that financial institutions draw up and apply frameworks to identify and measure the ESG risks associated with financing large-scale projects or credit portfolios. Senior management within financial institutions must acknowledge the significant influence of extending such financing on the overall ESG performance of their own institution, as well as those of portfolio companies. Banks must not only be conscious of the cost of financing and the return on investment, but also any ESG risk associated with a project or credit portfolio. In addition, financial institutions must recognize the significance of reputational risk associated with the funding of large-scale projects.
In addition to the responsibilities of top management, there are also significant obligations placed on department heads and working level team members to measure and minimize ESG risk and avoid issues such as green and social washing. As such, team members must understand how projects and credit portfolios are properly assessed based on ESG risk. It is also important to comprehend the process of ESG due diligence on projects in order to ascertain risks and develop effective contingency plans as key constituents of project milestones.
- Objectives:
- To identify and understand ESG risk and control measures when assessing a project financing or credit portfolio.
- To examine the rubrics of an effective ESG due diligence framework for green and sustainable projects.
- To assess and estimate the risk exposure of client companies and projects seeking financing and funding, with or without ESG/GHG roadmaps.
- To understand and apply methods used to mitigate financial risks via effective ESG risk assessment.
- To develop data intelligence surrounding projects and corporate financing portfolios.
Fee per participant: RM2,400/$800
Discounts are available for group bookings. Please contact us for more details.
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
AGENDA
Session 1 (9.00am to 10.30am)
- Introduction to the regulatory frameworks and requirements relevant to ESG and sustainable financing placed on financial institutions.
- Understanding ESG standards and frameworks applicable to corporates and small and medium enterprises.
Session 2 (11.00am to 12.30pm)
- Case Study: assessing a financial institution’s credit portfolio development based on ESG risk.
- ESG governance and risk strategies: assessing critical ESG issues for a bank, a public company, and an SME.
Session 3 (1.30pm to 3.00pm)
- Developing a detailed understanding of ESG tools available to assess credit portfolios: ESG/GHG roadmaps, ESG risk heatmaps, ESG due diligence checklists.
- Identifying real-life climate change factors that directly affect financing decisions.
Session 4 (3.30pm to 5.00pm)
- Undertaking effective ESG project risk assessment: financial and non-financial issues.
- Identifying criteria for establishing ESG mitigation and contingency plans in a credit portfolio or project.
EXPERT COURSE DIRECTOR
Sunita Devi
Certified Sustainability Reporting Specialist, Certified Sustainability Assurance Specialist, Certified In Law & Sustainability, Oxford University
Sunita has consulted, trained, and moderated engagements for boards of directors and senior managers in public listed companies since 2013 on sustainability, ESG, GHG and compliance requirements. Recent assignments include engagements for YTL Corporation, AmBank, Standard Chartered, Sunway, and OCBC.
Since 2013, Sunita has trained over 10,000 participants on topics including sustainable finance, net zero target setting, and decarbonizing supply chains. Since 2008, she has written on sustainability issues and consulted to listed companies on Bursa Malaysia on the topic of the UN SDGs. Sunita has consulted on the latest developments concerning the UNPRI’s investor criteria for sustainable investments, S1 S2 alignment, climate change best practices, the circular economy (EPR) initiatives for manufacturers, UN-SDGs for aligned airport planning, and compliance over supply chain critical materials. Sunita has developed considerable experience in determining ESG performance gaps and identifying greenwashing activities through the use of materiality matrices. She advises senior management and boards of directors on related issues such as reputational risk relevant to ESG. Sunita regularly undertakes gap analytics from company annual reports and sustainability reports to help determine if organizational strategies are aligned with sustainable development requirements. As part of this process, Sunita helps organizations break down complex ESG/GHG issues to allow for functional and strategic refinements to polices, standard operating procedures, key performance indicators, control, review and reporting measures. Sunita has a master’s degree and has contributed to PhD research.
Who Will Benefit?
- This program has been developed to assist anyone involved in the assessment of ESG related risk within a client financing portfolio. In particular, representatives of:
- Banks and finance houses
- Asset and investment managers
- Insurance companies
- Corporate treasuries
- Regulators and supervisors
- Consultants and advisors
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