Training Course on Sustainable Finance and Impact Investing for ESG Analysts

Course Outline

Module 1: Introduction to Sustainable Finance and Responsible Investing

ü  Defining Sustainable Finance, Responsible Investing, and ESG

ü  Historical Evolution and Growth Drivers of Sustainable Finance

ü  The Spectrum of Capital: From Traditional to Impact Investing

ü  Key Global and Regional Trends in Sustainable Finance

ü  Practical Session: Analyzing the Current State of Sustainable Finance in a Specific African Market

Module 2: ESG Integration in Investment Analysis

ü  Understanding ESG Factors and Their Materiality to Financial Performance

ü  Methodologies for Integrating ESG into Equity and Fixed Income Analysis

ü  ESG Risk and Opportunity Identification

ü  Quantitative and Qualitative ESG Integration Techniques

ü  Practical Session: Conducting a Basic ESG Integration Analysis of a Publicly Traded Company

Module 3: Sustainable Investment Strategies and Approaches

ü  Exclusionary Screening: Principles and Application

ü  Positive Screening and Best-in-Class Investing

ü  Thematic Investing: Focusing on Sustainability Megatrends (e.g., Renewable Energy, Circular Economy)

ü  Shareholder Engagement and Active Ownership

ü  Practical Session: Developing an Investment Thesis for a Thematic ESG Fund

Module 4: Deep Dive into Impact Investing

ü  Defining Impact Investing: Intentionality, Additionality, and Measurability

ü  The Impact Investing Ecosystem: Fund Structures, Players, and Capital Flows

ü  Blended Finance: Leveraging Different Capital Sources for Impact

ü  Case Studies of Successful Impact Investment Funds and Projects

ü  Practical Session: Evaluating a Hypothetical Impact Investment Opportunity

Module 5: Measuring and Managing Impact

ü  Introduction to Key Impact Measurement Frameworks (e.g., IRIS+, GIIN Impact Measurement and Management)

ü  Setting Impact Objectives and Key Performance Indicators (KPIs)

ü  Data Collection, Analysis, and Reporting for Impact Performance

ü  Challenges and Best Practices in Impact Measurement

ü  Practical Session: Developing an Impact Measurement Framework for an Impact Investment Scenario

Module 6: Sustainable Financial Products and Instruments

ü  Green Bonds: Principles, Issuance, and Market Dynamics

ü  Social Bonds and Sustainability Bonds

ü  Sustainability-Linked Loans (SLLs) and Green Loans

ü  Impact Funds: Private Equity, Venture Capital, and Public Market Approaches

ü  Practical Session: Analyzing the Structure and Impact of a Sample Green Bond Issuance

Module 7: ESG Data, Ratings, and Research for Investment Decisions

ü  Overview of Leading ESG Data Providers (e.g., MSCI, Sustainalytics, Bloomberg ESG)

ü  Understanding ESG Ratings Methodologies and Their Limitations

ü  Utilizing ESG Research and Benchmarking in Investment Due Diligence

ü  The Role of AI and Big Data in ESG Analysis

ü  Practical Session: Critically Reviewing an ESG Rating Report for a Company and Identifying Its Strengths and Weaknesses

Module 8: Regulatory and Policy Landscape of Sustainable Finance

ü  Global Regulatory Trends: EU Sustainable Finance Disclosure Regulation (SFDR), TCFD Mandates

ü  Emerging Regulations in Key African Markets and Their Impact

ü  Role of Central Banks and Financial Regulators in Promoting Sustainable Finance

ü  Combating Greenwashing through Regulation and Disclosure

ü  Practical Session: Discussing the Implications of a Specific Sustainable Finance Regulation on Investment Funds

Module 9: Building and Managing Sustainable Portfolios

ü  Integrating ESG into Asset Allocation and Portfolio Construction

ü  Risk Management in Sustainable Portfolios: Identifying and Mitigating ESG Risks

ü  Performance Attribution for Sustainable Investments

ü  Constructing ESG-screened and Impact-oriented Portfolios

ü  Practical Session: Developing a Hypothetical Sustainable Portfolio Based on Defined Objectives

Module 10: Future Trends and Opportunities in Sustainable Finance

ü  The Role of Nature-Positive Finance and Biodiversity Investing

ü  Just Transition Financing and Social Equity in Investment

ü  Emerging Technologies and Innovations in Sustainable Finance

ü  Career Paths and Professional Development in Sustainable Finance

ü  Practical Session: Brainstorming Future Sustainable Investment Opportunities in Africa

About Our Trainers

Our trainers are highly experienced professionals with a deep understanding of sustainable finance, investment analysis, and impact investing. They bring a wealth of practical knowledge from roles in asset management, private equity, development finance, and ESG research. Our lead instructors have direct experience structuring and managing sustainable investment funds, conducting ESG due diligence, and analyzing the financial and impact performance of various assets. They are often active participants in global sustainable finance forums and possess relevant certifications in ESG investing and financial analysis. Their expertise ensures that participants receive cutting-edge insights and actionable strategies grounded in real-world application.

Quality Statement

At Phoenix Training Center, we are committed to delivering exceptional training experiences that equip professionals with relevant, actionable, and cutting-edge knowledge. Our courses are developed by industry experts, rigorously vetted for quality, and designed to meet the highest professional standards. We continuously update our content to reflect the latest global trends and regulatory developments, ensuring our participants receive the most current and valuable insights. Our dedication to excellence guarantees a transformative learning journey and measurable benefits for both individuals and their organizations.

Admission Criteria

ü  Participants should be reasonably proficient in English. 

ü  Applicants must live up to Phoenix Center for Policy, Research and Training admission criteria.

Terms and Conditions

1. Discounts: Organizations sponsoring Four Participants will have the 5th attend Free
2. What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.
3. Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.
4. The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.
5. Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

Booking for Training

Simply send an email to the Training Officer on training@phoenixtrainingcenter.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training.

Or call us on +254720272325 / +254737566961

Payment Options

We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

1. Groups of 5 People and Above – Cheque Payments to: Phoenix Center for Policy, Research and Training Limited should be paid in advance, 5 days to the training.
2. Invoice: We can send a bill directly to you or your company.
3. Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

1. Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.
2. Participants may cancel attendance 14 days or more prior to the training commencement date.
3. No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Tailor Made Courses

This training course can also be customized for your institution upon request for a minimum of 5 participants. You can have it conducted at our Training Centre or at a convenient location.

For further inquiries, please contact us on Tel: +254720272325 / +254737566961 or Email training@phoenixtrainingcenter.com

Accommodation and Airport Transfer

Accommodation and Airport Transfer is arranged upon request and at extra cost. For reservations contact the Training Officer on Email: training@phoenixtrainingcenter.com or on Tel: +254720272325 / +254737566961