ESG risk integration courses and training
Fiduciary duty requires that all risks are integrated in investment decisions when managing others’ assets. ESG risks are risks like any other risks and must be appropriately integrated.
Most asset managers struggle to get this process in place for many reasons. Some of them are internal resistance when portfolio managers do not distinguish ESG risks integration and impact intentions, lacking interest in adding to workload, difficulties to turn identified ESG risks into financial risk metrics, etc.
The reality now in 2024 is that in Europe ESMA and the national Financial Suprvisory Authorities (FSAs) are starting to softly look into the practice. In not too long this will become non-soft supervision.
As specialists in ESG risk research and EU Sustainable Finance, sustainAX has trained many portfolio managers in the last years on ESG risk integration. Both equity and fixed income portfolio managers have been trained.
Combining experience from capital markets, asset management, EU sustainable finance and ESG research, sustainAX can offer a training while speaking the language of the participants and understanding their challenges.
Most portfolio managers will benefit from this kind of training as it will help them see and understand larger spectre of ESG risks, including what it is not, and to be able to integrate the ESG risks they have translated to financial metrics into their investment cases and investment decisions.
The ESG Risk Integration Teach-In series sessions:
Section 1 – Framework, terms and ESG risk
Section 2 – How ESG risk research is conducted, including materiality
Section 3 – ESG risk integration – Theoretical and practical
Section 4 – ESG risk integration and Engagement Processes
SFDR article 6 is about Sustainability/ESG risk integration and the EU commission consider that ESG risk integration in investment processes is mandatory. So does Fiduciary Duty.
Reach out to us on info @ sustainax.com to hear more.
Some example pages with graphics from our study material:
Some client references
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FAQ (FREQUENTLY ASKED QUESTIONS)
To enroll in the ESG risk integration courses offered by SustainAX, interested individuals typically need to have a basic understanding of financial markets and an interest in sustainability issues. Specific prerequisites or qualifications may vary depending on the course level and focus area, but generally, a background in finance, economics, or a related field is beneficial to fully grasp the course content.
The effectiveness of ESG risk integration training by SustainAX is evaluated through a combination of assessments, feedback surveys, and practical application exercises. Participants may undergo tests to assess their understanding of the material, and feedback is solicited to gauge the course’s impact on their professional capabilities and to identify areas for improvement.
Regarding the availability of follow-up or advanced courses after completing the initial ESG risk integration training, SustainAX’s approach to ESG education seems to be comprehensive, covering fundamental ESG risk research, scoring, and advisory on EU sustainable regulation implementation. For more detailed information about their training programs and any subsequent advanced courses, contact SustainAX.