Facing growing needs for ESG (Environmental, Social, Governance) transparent and comparable information from investors, and more broadly from the financial market, companies from all sectors are required to live up to expectations when it comes to compliance with national, regional & global regulations and performance against sectoral & universal standards. Raising capitals is becoming more and more challenging as the investment community is experiencing regulatory pressures, especially from the European Union.
At the end of the programs, the participant will be able to understand and master:
● The main disclosure expectations of the investment community
● The fundamentals of Sustainable investment
● An overview of the main regulatory requirements
● An overview of the main international standards requirements
● The main ESG rating agencies & rating performance criteria
|1.1||Compliance with national, regional & global regulations|
|1.2||Alignment with sectoral & global standards|
|1.3||Annual rankings from extra-financial rating agencies|
|Part 2||What is sustainable investment?|
|2.1||The different profiles of investors (banks, asset management)|
|2.2||From traditional to impact investing|
|2.3||International momentum: UNPRI & UNPRB|
|2.4||EU requirement: Taxonomy & SFDR|
|2.5||The case of green & social bonds|
|Part 3||What does it mean for companies?|
|3.1||Compliance with national, regional & global regulations|
|Overview of the main regulations (due diligence, carbon markets & EU ETS) & rising trends|
|Zoom on CSRD directive|
|3.2||Alignment with international standards|
|International standards landscape|
|Rising trends among standard setters|
|Zoom on the CFO Principles on Integrated SDG investments & finance, SASB & IR, TCFD|
|3.3||Performance assessment by rating agencies|
|Overview of the rating agencies universe & main mechanisms|
|Presentation of the main general & topic-specific agencies|
|Part 4||Sharing experience|
|4.1||CFO & banks sharing expectations and experience|
|Part 5||Wrap-up & Q&A|
Alizé, who holds a Master in Management from NEOMA Business School (France) & Handelshogskolan School of Business (Sweden) - Sustainable Development Specialization, supports - in Forethix - industrial players with the development of their sustainable development strategies, their stakeholder engagement programs, the design and implementation of their action plans, as well as the production of their extra-financial reports, in accordance with international regulations and standards. She is also a certified professional by the Global Reporting Initiative Standards for Luxembourg, Morocco and France.
Andy supports financial institutions in defining and implementing the Sustainable Finance strategy, aligned with European Regulations. Certified Expert in Sustainable Finance from Frankfurt School of Finance & Management, he has a Master in Political Science from ULB in Belgium. He has nearly 20 years experience in advisory. He is Sustainable Finance Trainer for ABBL & House of Training.
Stéphanie, who graduated from the ESSEC Business School (Paris), an expert in strategic Management of Social Responsibility and Responsible Investment, occupies the positions of management within Forethix, for the Europe and North Africa. Stéphanie has more than 20 years of professional experience, including 10 years in sustainability strategy designing by organizations of all sizes and from all sectors. Certified since 2011 with the Global Reporting Initiative, Stéphanie lectures with major schools and universities in France, Belgium & Luxembourg and has developed specific programs tailored to the needs of investors, directors or head of Sustainability.
Forethix is recognized as GRI Certified Training Partner for Luxembourg, France and Morocco & Members of GRI Community since 2011.