ESG developments for Governing Bodies

Description 

The training is part of the Fund Governance Masterclass, a certification programme with the below topics:

• Module 1 – Funds & IFMs: Governance fundamentals (28hr, 3.5 days)
• Module 2 – Technology challenges for Governing Bodies (4hr, 0.5 day)
• Module 3 – Portfolio management (4hr, 0.5 day)
• Module 4 – ESG developments for Governing Bodies  (4hr, 0.5 day)
• Module 5 – Risk management (8hr, 1 day)
• Module 6 – Fund Administration, Depositary and Valuation (8hr, 1 day)
• Module 7 – Marketing, distribution and transfer agency (8hr, 1 day)
• Module 8 – AML/CFT for Governing Bodies (4hr, 0.5 day)
• Module 9 – The role of the auditor (4hr, 0.5 day)
• Module 10 – Tax & Regulation for Governing Bodies (8hr, 1 day)
• Module 11 – Fund Governance in Practice (8hr, 1 day)

Course outline

Sustainability governance is a key focus area for Fund stakeholders. This module introduces the fundamentals of sustainable/ESG investing and sustainability governance frameworks. It explores the sustainability regulations and standards, contractual disclosures and reporting to stakeholders. It covers the questions investment fund and investment fund manager directors should be asking and future developments that will impact the sustainability arena. It includes practical case studies and is facilitated by leading industry practitioners.

Course highlights

The module will cover the following topics:

• Introduction to sustainability and sustainable finance
  
• ESG risks and opportunities
  
• Global and EU initiatives and standards overview
  
• Sustainability governance
  
• Regulatory deep dive – overview, documentation and reporting
  
• The concept of greenwashing
  
• Sustainability strategy, framework and policies including addressing key risks