Sustainable Finance
Programme Outline
Day 1
- Sustainable corporate finance: origin and evolution
- Financial materiality of ESG factors
- Sustainable risk management
- Exercise: Identifying critically material ESG factors to your organisation
- ESG analysis, valuation and integration: screening, discount factors, NPV
- ESG portfolio construction and management: strategic asset allocation, fund manager assessment
- Investment mandates and client reporting
Day 2
- A taxonomy of sustainable finance instruments
- ESG investing
- SLL and SLB, social impact bonds
- Exercise: Setting potential SLL/SLB targets for your organisation
- Blended finance
- Transition finance
- Sustainable trade finance
Day 3
- The impact of sustainability ratings on businesses
- Notable ESG ratings frameworks
- Managing performance on global sustainability indices
- In-class Assignment 1: Comparing your organisation’s ESG ratings across different frameworks
- Reconciling criteria deviations across rating frameworks
- ESG ratings data tools
- Using ratings to create differentiation and competitive advantages
Day 4
- What the rise of fintech means for sustainability
- Fintech for energy management and carbon abatement
- Fintech for microfinance and sustainable payments
- In-class Assignment 2: Evaluating fintech use cases for your organisation
- Insurtech
- Applications of blockchain and Web3 technologies for sustainable finance
- Team Project briefing and preliminary planning
Day 5
- Team Project: Developing an investment thesis for an ESG asset OR Completing an application for a sustainability grant
Assessment
- Assignments
- In-class participation
- Team Project
Subject Credits
Upon completion and satisfying the requirements of passing this course, learners will be awarded 12 subject credits.