Certificate in Applied ESG Landscape and Investment Advisory
This programme is specifically designed for wealth management professionals, client advisors and investment counsellors with over three years of experience serving Family Offices or Ultra High Net Worth Individuals (UHNWI). Participants will learn to identify ESG considerations and structure ESG investment strategies, incorporating them into their wealth planning practices.
- Define the purpose and benefits of incorporating ESG considerations in an investment portfolio.
- Design and advise on investing strategies that are aligned to business and stakeholder ESG objectives and overall investment roadmaps.
- Develop and operationalise asset stewardship, governance and evaluation methodologies to assess sustainable investment strategies, decision-making and actual ESG impact.
- Apply ESG reporting frameworks for communication, disclosure and engagement with stakeholders.
Certificate in Climate Change & Sustainability
This program looks at the issues of assessing both physical and transitional risks, enabling participants to understand and mitigate the ongoing changes, as well as devise investment and corporate strategies to address the challenge of climate change.
- Identify the impacts of key policies or NDC’s being implemented in the country of operation to mitigate climate change.
- Assess the impact of these policies and NDC’s on corporate strategy and corporate valuation.
- Develop a strategy to identify climate-related risks and opportunities.
- Identify management and governance strategies that can help to mitigate the identified risks.
- Devise a strategy to mitigate and adapt to the climate risks identified.
Section 1: Introduction and ESG Objective Setting
Topics covered provides an overview and analysis of different ESG strategies, explores global trends and adoption of sustainable investing, focuses on the landscape and ecosystem of ESG in Asia, illustrates best practices for integrating climate and ESG investing across various asset classes and alternative investments, and provides an overview of the sustainability reporting ecosystem along with its key highlights.
Section 2: ESG Standards, Reporting and Impact Measurement
The topics covered include ESG integration, ESG reporting, impact measurement, regulatory and policy landscape, product disclosure standards, the range of ESG investment products, and the role of ESG in structuring investment portfolios.
Section 3: Portfolio Construction, Risk & Governance
Understand the challenges and risks associated with ESG. Emphasis is placed on leveraging research techniques and data analytics to effectively conduct ESG investment screening, due diligence, and selection processes, while also covering topics related to portfolio monitoring, risk management, and strategies for improving ESG performance.
Section 4: Overview of Sustainable Investing Partners
Topics covered include an overview of sustainable investing partnerships, i.e. public-private partnerships, regional partnerships, e.g. government partnerships, or fund partnerships.
- Private markets strategies to encourage impact.
- Transformation from private banking to wealth management.
Section 5: Climate Risks & The Race to Net Zero
Overview of Climate Change Management and basic climate science concepts.
Section 6: Decarbonization Strategies & Wrap Up
Decarbonisation goals, net zero and decarbonisation strategies.