
Finance and TreasurySustainable and Responsible Investment
Environmental, social and governance considerations now affect capital allocation, disclosure obligations and the mandates institutional investors operate under. This course covers the practice. Delegates work through the main approaches from screening through integration to impact investment, the data and rating landscape and its well documented inconsistency, disclosure frameworks and the direction of mandatory reporting, green and sustainability linked instruments, and stewardship. Greenwashing is treated as a compliance risk with regulatory consequences, and the course covers assessing a claim rather than accepting a label.
Course objectives
- Distinguish screening, integration, thematic and impact approaches
- Assess environmental, social and governance data and rating inconsistency
- Apply disclosure frameworks and anticipate mandatory reporting
- Evaluate green bonds and sustainability linked instruments
- Exercise stewardship and engagement as an investor
- Assess a sustainability claim rather than accepting the label
- Recognise greenwashing as a compliance and regulatory risk
Who should attend
- Investment professionals and portfolio managers
- Pension fund staff and trustees
- Sustainability and environmental, social and governance specialists
- Corporate finance and treasury staff
- Regulators and policy professionals
Course outline
- 01Approaches from screening to impact investment
- 02Data, ratings and their documented inconsistency
- 03Disclosure frameworks and mandatory reporting direction
- 04Green bonds and sustainability linked instruments
- 05Stewardship and engagement
- 06Assessing a claim rather than a label
- 07Greenwashing as a regulatory risk
- 08Building a credible approach for an institution
Scheduled sessions
| Dates | Venue | Format | Price | Register |
|---|---|---|---|---|
| 6 to 10 September 2026 | Accra, Ghana | Classroom | R11,995 per delegate | Register Now |
| 10 to 14 September 2026 | Lilongwe, Malawi | Classroom | R11,995 per delegate | Register Now |
| 21 to 25 October 2026 | Port Louis, Mauritius | Classroom | R11,995 per delegate | Register Now |
| 30 October to 3 November 2026 | Johannesburg, South Africa | Classroom | R11,995 per delegate | Register Now |
| 11 to 15 November 2026 | Gaborone, Botswana | Classroom | R11,995 per delegate | Register Now |
| 11 to 15 November 2026 | Online, Online | Online | R7,500 per delegate | Register Now |