ESG & Climate Risk Assessment for Credit Portfolios

ESG & Climate Risk Assessment for Credit Portfolios
Understand Sustainable Financing Criteria and Due Diligence

Date: 18^th August 2025
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 and climate 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 and climate 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 and climate 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 and climate 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 and climate 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 and climate risk assessment.
- To develop data intelligence surrounding projects and corporate financing portfolios.

Fee

Fee per participant: RM2,600/$700

Please note that the Ringgit price is applicable to Malaysia-domiciled participants only. 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

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 & Climate Risk Assessment for Credit Portfolios
Understand Sustainable Financing Criteria and Due Diligence

Date: 18^th August 2025
Venue: DoubleTree by Hilton Kuala Lumpur

Classroom Training

COURSE BACKGROUND

While financial institutions have been undertaking digital transformation for some time and much has been written about the digital enhancement of a bank’s consumer experience, how much time and resource has been spent considering how the introduction of technology influences a bank’s balance sheet?

This one-day module delves into the evolution of bank balance sheets from traditional legacy formats to modern digital representations. Participants will examine the impact of digital technologies on balance sheet management, financial reporting, and strategic decision-making in the banking sector.

This comprehensive physical training program covers the key concepts and practical skills necessary to effectively manage the transformation of the balance sheet of a financial institution. For each section there will be foundation skills, relevant global/local regulatory linkages and best practices, enabling participants without core subject knowledge, as well as advanced practitioners, to jointly attend.

Course Objectives:
1. Assessing the significance of transitioning from legacy balance sheets to digital platforms.
2. Understanding the components of a digital bank balance sheet.
3. Assessing regulatory requirements for digital balance sheet reporting.
4. Implementing effective strategic decision-making with digital balance sheets.
5. Examining key performance indicators for digital balance sheet management.
6. Deploying and integrating technologies for digital balance sheet management.
7. Analyzing successful digital balance sheet transformation case studies from leading banks.

Fee

Fee per participant: RM2,600/$700

Please note that the Ringgit price is applicable to Malaysia-domiciled participants only. 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

AGENDA

9.00am to 5.00pm

Session 1: A Reminder of Regulatory Frameworks and Requirements, and ESG and Climate Standards

Introduction to the regulatory frameworks and requirements relevant to ESG and sustainable financing placed on financial institutions.
Understanding ESG and climate standards and frameworks applicable to corporates and small and medium enterprises.

Session 2: Evaluating ESG Governance and Climate Risk for Banks, Public Companies and SMEs

Case Study: assessing a financial institution’s credit portfolio development based on ESG and climate risk.
ESG governance and risk strategies: assessing critical ESG and climate related issues for a bank, a public company, and an SME.

Session 3: Integrating ESG Tools and Climate Risk Factors within Credit Portfolios

Developing a detailed understanding of ESG tools available to assess credit portfolios: ESG/GHG roadmaps, ESG and climate risk heatmaps, ESG due diligence checklists.
Identifying real-life climate change factors that directly affect financing decisions.

Session 4: Effective ESG Risk Assessment and Mitigation Strategies in Credit Portfolios and Projects

Undertaking effective ESG project risk assessment: financial and non-financial issues.
Identifying criteria for establishing ESG and climate risk 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 the board 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 and climate related risk within a client financing portfolio. In particular, representatives of:
- Asset and investment managers
- Banks and finance houses
- Insurance companies
- Corporate treasuries
- Regulators and supervisors
- Consultants and advisors

REGISTRATION

*Please note there is a fee for attending this program. Please contact us for more details.

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Booking, Payment and Cancellation Policy – important, please read carefully

By completing, signing and revised, sent separately us this registration form you are conﬁrming participants on the program. You are also conﬁrming your understanding of our Booking, Payment and Cancellation Policy.

Cancellation Policy: If participants cannot attend the program, replacement participants are always welcome. Otherwise, participants must notify us any of cancellations or requests to transfer to a diﬀerent program at least 14 days before the program date to be eligible for a refund, less a 5% administration on fee. Participants who cancel within 14 days of the program start date are liable to pay the full program fee and no refunds will be given. Instead fees will be converted to a REDmoney Seminars voucher equivalent to the original fee, less a 10% administration charge. This voucher is transferable within your organization and must be redeemed within one year of issue or become void. If a program is postponed for whatever reason registrations and fees will be automatically transferred to the new program date. Participants who wish to transfer to a diﬀerent program will be subject to the same terms as above and charged any diﬀerence in fees. No refunds or program vouchers will be issued for a no-show.
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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