Length: 2 Days
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ESG Investing Training: Risk and Opportunities for Portfolio Managers Training by Tonex

Advanced Finance International (AFI™) Certification Course by Tonex

Environmental, Social, and Governance (ESG) investing is reshaping financial markets. This training provides portfolio managers with the skills to assess ESG risks and opportunities. Participants learn ESG integration strategies, regulatory frameworks, and sustainable investment approaches. The course explores ESG performance metrics, impact measurement, and risk mitigation techniques. Case studies highlight real-world applications and best practices. The program equips professionals with tools to enhance portfolio resilience and align with ESG standards.

Audience:

  • Portfolio managers
  • Investment analysts
  • Asset managers
  • Financial advisors
  • Risk management professionals
  • ESG consultants

Learning Objectives:

  • Understand ESG investment principles and frameworks
  • Identify ESG risks and opportunities in portfolios
  • Apply ESG performance evaluation techniques
  • Assess regulatory and compliance challenges
  • Develop sustainable investment strategies

Course Modules:

Module 1: Introduction to ESG Investing

  • Overview of ESG principles and investment trends
  • Key drivers of ESG integration in financial markets
  • ESG investment frameworks and standards
  • Role of ESG in long-term value creation
  • Sustainable finance and impact investing
  • Challenges in ESG implementation

Module 2: ESG Risk Assessment and Management

  • Identifying and evaluating ESG-related risks
  • Climate change and environmental impact risks
  • Social and governance risk factors in investments
  • ESG risk mitigation strategies for portfolios
  • Regulatory and compliance considerations
  • Case studies on ESG risk management

Module 3: ESG Performance Measurement and Reporting

  • ESG data sources and evaluation methodologies
  • Key ESG performance metrics and benchmarks
  • Role of ESG ratings in investment decisions
  • ESG disclosure frameworks and reporting standards
  • Assessing ESG impact on financial performance
  • Best practices for ESG transparency and accountability

Module 4: ESG Strategies for Portfolio Managers

  • ESG integration in portfolio construction
  • Sustainable investment approaches and techniques
  • Active vs. passive ESG investment strategies
  • ESG factor analysis for asset allocation
  • Engagement and shareholder activism strategies
  • Case studies on ESG portfolio success

Module 5: Regulatory and Ethical Considerations

  • Global ESG regulations and policy developments
  • Ethical investing and responsible investment practices
  • Corporate governance and sustainability reporting
  • ESG compliance challenges in financial markets
  • Greenwashing risks and avoidance strategies
  • Legal implications of ESG investment decisions

Module 6: Future Trends in ESG Investing

  • Emerging ESG investment trends and innovations
  • Impact of technology on ESG data and analysis
  • Climate finance and sustainable economic growth
  • Role of ESG in alternative investments
  • Future regulatory landscape and policy shifts
  • Preparing for the evolving ESG investment environment

Enhance your expertise in ESG investing. Learn to assess risks, seize opportunities, and align portfolios with sustainability goals. Enroll today to stay ahead in responsible investing.

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