Training Program

Extra-Financial – ESG (ENVIRONMENTAL, SOCIAL AND GOVERNANCE) CHALLENGES FOR INSTITUTIONAL INVESTORS

Pedagogical approach

  • Tailor the message to the skills of the trainees;
  • Illustrative case studies for calculation topics, using Excel ;
  • Applicative exercises for each theme, with correction;
  • MCQs at the end of each chapter, via web application;
  • Post-training follow-up, to answer any downstream questions.

Objectives

Understanding ESG (Environment, Social and Governance) issues for institutional investors, through the following themes:

  • Essential concepts and regulations
  • Key indicators & management strategies
  • Data and Modeling

Contents

8 hours of training, divided into several parts:

  • Essential concepts: Presentation of the 3 ESG pillars, their sub-components and market practices
  • Regulations and key issues: SFDR, Taxonomy, CSRD, NZAOA, etc.
  • Key indicators: External and internal ratings (ESG, Transparency, Reputation,…) Carbon Footprint & Intensity,…
  • ESG management strategies: integration of ESG issues as a complement to the risk/return trade-off, implementation of stress-tests, etc.
  • Data and Modeling: what technical possibilities to cover ESG issues (Data Management Systems, Data Lakes, Data Viz., etc.)?

Deliverables

  • Training material (pdf format) and application examples (Excel format)
  • Review of team skills development (cross-functional and by group)
  • Summary of evaluation questionnaires completed by trained employees
Format

- 08 hours

- Face-to-face or distance learning

Public

- Training open only to professionals

Prerequisites

- No prerequisites

Follow us

124 Bis Avenue de Villiers – 75017 Paris
Phone: +33 (0)1 42 94 09 48