• CFOs and Investor Relations Officers
• ESG Officers
• Investment professionals
• Banking and Finance professionals
• Financial advisors and consultants
• Executives of listed companies and members of the Stock Exchange
• Individuals working in or aspiring to pursue a career in this sector

The seminar intends to provide participants with a solid understanding of the fundamentals of sustainable finance, the different investing strategies and instruments used in sustainable finance, and how investment practitioners evaluate ESG factors as part of their investment decisions and engagement and voting activities.  

Explore the evolving sustainable investing landscape, including global initiatives, international ESG reporting standards and frameworks, policies, and regulations.

Comprehend the main elements of the EU Regulatory Framework on Sustainable Finance and key concepts in sustainable finance, such as corporate sustainability, double materiality, stakeholder capitalism, and ESG stewardship. Consider the growing role of active ownership in sustainable investing and how it is implemented in practice.

Look at the underlying investor motivations, size, and trends of the sustainable finance market, and understand sustainable investing approaches for different funds and bonds.

Discover the different investment strategies employed in sustainable investing and learn how institutional investors assess the materiality of each of the individual pillars of ESG in terms of the methodologies, tools, and standards used by practitioners and how ESG factors are incorporated in investment analysis, decision-making, and active ownership. 

Understand the role of ESG ratings in sustainable investing, the construction of ESG indices, and the inherent limitations that have prompted the EU ESG Rating Regulation.

• Course Presentation

• Case studies and videos 

Day 1

• Key Sustainable Finance and Investing Initiatives
• Sustainability Megatrends and ESG as a driver of long-term value creation
• The UN's SDGs as a blueprint for sustainable finance and the paradigm shift to stakeholder capitalism
• From financial materiality to double materiality
• The ESG financial ecosystem, the evolution of sustainability reporting, and the ISSB Standards
• Sustainable Investment Policies and Regulations ? the EU Legislative Framework on Sustainable Finance
• Corporate Sustainability
• Motivations for the Integration of ESG Considerations
• The Sustainable Finance Market - Sustainable Investing Approaches and Sustainable Bonds

Day 2

• Sustainable investments, investment strategies to ESG Integration
• ESG integration framework: analysis, valuation, asset allocation
• Integration of ESG factors in investment analysis and valuation: materiality assessment (SASB Materiality Maps, AI in ESG risk assessment, ESG ratings), tools and methodologies used in investment analysis, valuation approach
• The E factor in ESG Investing ? Assessment of Environmental Factors, Case Study
  • Assessment of Climate Change (the TCFD Framework, the GHG Protocol, carbon pricing and carbon markets, the NGFS climate scenarios)
  • Assessment of Nature Change-Biodiversity Loss (the Natural Capital Protocol framework, the TNFD Framework, the Science Based Targets for Nature materiality matrix)
• The S factor in ESG Investing - Assessment of Social Factors, Case Study
• The G factor in ESG Investing: Assessment of Governance Factors, Case Study
• ESG Ratings and ESG Indexes, the EU ESG Rating Regulation, the EU Climate Transition Benchmarks, incorporation of ESG factors in Corporate Credit Ratings

Vicky Delieza, CFA
Financial Advisor
 

Information
 

To validate your participation, it is required to send proof of payment, along with the depositor's full name, to ATHEXacademy@athexgroup.gr.