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The Sustainable Investment Strategy and Analysis Training Course by the Geneva Institute of Business Management, under the Finance and Accounting Training Courses category, provides practical knowledge of Sustainable Investment, ESG investing, sustainable finance, responsible investment, and impact investing. The course focuses on integrating environmental, social, and governance factors into investment strategies, portfolio decisions, risk assessment, and long-term financial planning.
Participants develop practical skills in ESG investment analysis, sustainability risk evaluation, responsible investment frameworks, ESG performance assessment, impact measurement, and sustainable portfolio construction. The training examines how investors evaluate companies and financial assets based on sustainability criteria while maintaining financial objectives, managing risk, identifying opportunities, and supporting long-term value creation.
Objectives
Understand the principles and foundations of Sustainable Investment.
Explain key concepts in ESG investing and sustainable finance.
Apply responsible investment principles to financial decision-making.
Conduct ESG investment analysis using relevant environmental, social, and governance factors.
Identify sustainability-related investment risks and opportunities.
Evaluate ESG performance and sustainability disclosures.
Develop sustainable investment strategies aligned with financial objectives.
Assess companies, securities, and portfolios using ESG criteria.
Understand impact investing principles and impact measurement approaches.
Integrate ESG considerations into portfolio construction and asset allocation.
Analyse climate-related financial risks and transition risks.
Improve investment decision-making through sustainability-focused analysis.
Target Audience
Investment Managers and Portfolio Managers
Financial Analysts and Investment Analysts
Asset Managers and Wealth Managers
ESG and Sustainability Professionals
Finance and Accounting Professionals
Risk Management Professionals
Corporate Finance Managers
Banking and Investment Professionals
Fund Managers and Financial Advisors
Business and Investment Consultants
Professionals involved in responsible investment and sustainable finance
Executives seeking advanced knowledge of ESG investing
Modules
Module 1: Foundations of Sustainable Investment
Definition and principles of Sustainable Investment
Evolution of sustainable and responsible investment
Sustainable investment markets and trends
Relationship between sustainability and financial performance
Key drivers of sustainable investment decisions
Module 2: ESG Investing Principles and Frameworks
Environmental, social, and governance factors
ESG investment frameworks
ESG ratings and scoring systems
Materiality and sustainability indicators
ESG integration approaches
Module 3: Sustainable Finance and Responsible Investment
Principles of sustainable finance
Responsible investment strategies
ESG integration and screening
Exclusionary and inclusionary investment approaches
Stewardship and shareholder engagement
Module 4: ESG Investment Analysis
ESG data collection and evaluation
Analysing corporate sustainability performance
ESG risk and opportunity assessment
Financial and non-financial indicators
Evaluating ESG disclosures and reports
Identifying material ESG factors
Module 5: Sustainable Investment Strategy Development
Designing sustainable investment strategies
Strategic asset allocation
ESG-based portfolio construction
Investment objectives and sustainability targets
Risk-return considerations in sustainable portfolios
Aligning investment strategies with sustainability goals
Module 6: Climate Risk and Sustainable Investment
Climate-related financial risks
Physical and transition risks
Carbon exposure and emissions analysis
Climate scenario analysis
Energy transition and investment opportunities
Integrating climate risk into investment decisions
Module 7: Impact Investing and Sustainability Outcomes
Principles of impact investing
Social and environmental impact assessment
Impact measurement frameworks
Impact-oriented portfolio strategies
Balancing financial returns with measurable impact
Evaluating sustainable investment outcomes
Module 8: ESG Portfolio Management and Performance
ESG portfolio monitoring
Measuring sustainable investment performance
Portfolio risk and sustainability metrics
ESG benchmarking
Performance attribution
Reporting sustainable investment results
Module 9: ESG Governance, Reporting, and Regulation
ESG governance structures
Sustainability reporting requirements
ESG transparency and disclosure
Greenwashing risks
Regulatory considerations in sustainable finance
Best practices for ESG investment governance
Module 10: Practical Sustainable Investment Analysis
Analysing real-world investment opportunities
Comparing companies using ESG criteria
Building an ESG-focused investment portfolio
Evaluating sustainability risks and opportunities
Applying responsible investment principles
Developing an actionable Sustainable Investment strategy
