Foundation in ESG Investing - Sustainable Finance

Overview
Objectives & Outline
Methodology
Participant Profile
Trainer

Overview

PROGRAMME DETAILS
DATE
Module 1 - 21April 2021
Module 2 - 26 April 2021
TIME
9:00 am – 5:00 pm (each module)
TRAINING PLATFORM
Zoom
* Each module
Environmental, Social and Governance (ESG) is one of the fastest growing segments of investment globally. Today, ninety-five percent of the Global Fortune 250 are reporting their CSR performances and ESG investing now accounts for one-third of the total U.S. assets under management.

This two-module programme will examine all areas of ESG investing. Starting with Module 1, the programme provides an overview of the fundamental principles of sustainable and responsible investing, ESG themes and factor and ESG activities and strategies. ESG screening and specialised funds are now part of a fast-evolving range of funds, investment classes and performance measures.

In Module 2, you will learn about the underlying factors in ESG assessment and how they impact ESG ratings and how ESG is deployed in the scoring and rating of firms and sectors. The ESG integration and screening process in which investors can target companies that drive and produce optimal ESG-led returns will also be examined.
LEARNING LEVEL
Foundation
PROGRAMME FEE
Module 1
AICB MEMBER
MYR
900*
/ PAX
NON-MEMBER
MYR
1,100*
/ PAX
Module 2
AICB MEMBER
MYR
1,100*
/ PAX
NON-MEMBER
MYR
1,300*
/ PAX
*Subject to 6% Service Tax
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Objectives & Outline
LEARNING OBJECTIVES
By the end of the programme, participants will be able to:
Module 1
Discuss responsible and Environmental, Social and Governance (ESG) investing
Explain the objectives of ESG
Analyse the risks and opportunities of ESG investing

Module 2
Describe ESG materiality and performance, as well as accounting issues
Examine ESG scores and ratings
Identify key areas of growth in the ESG market
PROGRAMME OUTLINE
MODULE 1 : Introduction to ESG, ESG Themes and Investment Strategies

Introduction to ESG, Responsible Investing and Sustainability
What is E, S and G?
Why they are important
The evolution of socially responsible investing (SRI) and ESG investing
The objectives of ESG
The UN Sustainable Development Goals (SDGs)
Benefits, costs and risks of ESG investing

ESG Themes and Factors
Environmental factors - climate change, carbon emissions, air and water pollution, biodiversity loss etc.
Social factors - diversity and inclusion community relations, data protection and privacy, human rights etc.
Governance factors - management structure, executive compensation, employee relations etc.
ESG issues and regulations
Developing trends in ESG investing

ESG Investment Activities and Strategies
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening
ESG integration
Sustainability themed investing
Impact/community investing
Corporate engagement and shareholder action

MODULE 2 : ESG Materiality, Performance and Ratings

ESG Materiality and Analysis
What it is and why it is important
Financial significance of materiality
How to conduct materiality analysis
ESG ratings and metrics: assessment of different ESG rating systems
Identification of ESG value drivers

ESG and Financial Performance
Performance of ESG shares vs market
Identifying key areas of growth in the ESG market
Importance of improving disclosures
The effect of increased ESG strategy complexity
What investors look for

Investing using ESG Scores and Ratings
ESG Strategies
ESG Integration
Screening: negative, positive, best in class, impact
ESG Indexing: Active versus passive
Relative returns and performance
Methodology

Online lecture, case studies, exercises and discussions
Participant Profile

Investment managers, wealth/portfolio/fund/product managers, financial advisors, relationship and account managers, analysts, risk managers, corporate managers and anyone interested to understand the basics of ESG investing.
Trainer

CHEAH WEE LEONG
Cheah Wee Leong is the Director of Investment Banking Training at the Asian Banking School and has more than 25 years’ experience working in the banking industry.

He started his career at Citibank in 1993 before joining US management consultancy, Accenture, in 1997. At Accenture, he was involved in managing large bank merger-integration, process re-engineering and transformation projects. He has worked on projects in various countries including Hong Kong, China, Singapore, Indonesia, Thailand, Mauritius and Saudi Arabia. In 2003, Wee Leong joined CIMB as its Head of Operational Risk Management and led the implementation of the bank’s operational risk management and Basel 2 –Operational Risk framework. Subsequently, he assumed various senior roles in Regional Transaction Banking, Corporate Banking, Treasury and Markets division, and Group CEO’s office at CIMB. His last role at CIMB was as Director, Group Strategy.
Wee Leong holds a Bachelor of Business Administration from the U.S. and a Master of Business Administration (with Distinction) from the Anglia Ruskin University, United Kingdom. He obtained training from Citibank Asia Pacific Banking Institute in Singapore in 1995. He is a certified Chartered Banker.

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