Climate Investing
About This Course
The financial sector has a major role to play against climate change on the condition that risks are properly measured and managed. In this introductory course you will be introduced to the latest academic research findings and the most commonly used methods in industry to cope with climate change financial risks. How do we assess these kinds of risks? How will our portfolios react to these climate and ancillary risks as well as the financial impacts and at the same time contribute to the transition towards a low-carbon economy? How do climate change risks affect financial markets? This course starts with an overview of climate change and the tools and approaches at the disposal of FIs to mitigate this phenomenon. This will have a big impact on businesses and this impact may spill over into the financial markets including on societies and the environment even before the policies are fully implemented. The risks associated with these changes are commonly grouped under ESG risks, with the direct impact on the sustainability of the assets and businesses. In this course, we will analyse these risks and also discuss the methodologies most widely used by asset managers to manage their portfolios’ ESG exposure, including case studies of real-world examples of implementation.
Who Should Attend
- Private Bankers
- Financial Advisors
- Retail/Priority Relationship Managers
- Investment Professionals
Learning Outcomes
- Will understand what the impact of climate change has on the investments and portfolios of your FIs and clients
- Will understand how to maximize the contribution of your clients’ investments in the fight against climate change
- Will be aware of the climate change impact on the sustainability of certain business models, sectors and investments
- Will learn and understand how to mitigate such ESG risks and impacts on the investments and portfolios based on global best practice in risk-based performance approaches
Introduction & Rationale to Climate Investing
- Climate change: The Basics
- Current ESG Trends
- Transmission of climate and environmental risks to financial risks
- Implications of the Paris Agreement and post-COP26
- Top concerns of investors
Linkage to ESG and Sustainable Finance
- Economics of Climate Change
- Environmental, Social & Governance Dimension of Climate Change
- Criticality of Foundational Governance
Investing Channels
- A Green Agenda to Investing
- ClimateTech & CleanTech, incl. Carbon Mgt and Natural Capital
- Low-Carbon Real Assets
- Energy incl. Green & Renewable Energy
- Energy Intensive Industries
- Transport & Logistics
- Climate & Environmental Resilience
- Forest & Agri-based Investments
- Waste & Pollution Control
- Nature-based Assets
- Water
- Food, Water & Energy Security
- IT & Communications
- Environmental (ESG) Data / Alt Data Analytics (lifecycle value-chain)
Climate Investing Asset & Product Types
- ESG rated and other ESG investing types, e.g. Activist, Stakeholder Engagement, SRI, Exclusion / Screening-based, etc.
- Green & SLBs
- PPP projects esp. infrastructure
- ESG thematic & growth IP stocks
Challenges and Other Issues
- Lack of global standard
- Green and ESG-Washing
- Evolving regulations, e.g., EU Taxonomy
- Climate and Sustainability Reporting: TCFD evolving to TNFD
- Scarcity of Science-based Climate Expertise and Data
- Q&A
Stefan Ullrich
ALM IN EXTENSION STUDIES (SUSTAINABILITY) HARVARD UNIVERSITY
Stefan holds the position of Vice President of Sales, Fixed Income, and ESG at the Singapore branch of Eurex, the world's largest derivatives exchange.
He is extremely passionate about sustainability and the need for a rapid transition to a low- carbon, circular economy. Stefan is a regular speaker and moderator at industry events. He believes that risks and opportunities from climate change and the coming transition are still being vastly underestimated by corporates and the financial sector - and that science-driven Big Data will be key to making sustainability tangible for financial institutions.
Stefan is an experienced business development professional, focusing on Asia-Pacific markets. After more than 18 years working for international derivatives markets, he was successfully pivoted into corporate sustainability, specialising in Sustainable Finance. He has an entrepreneurial track record, running his own consultancy company from 1993 until 2007 and again from 2016 to 2021.
Prior to his current role, he was a director at Paia Consulting, Singapore's longest-standing sustainability specializing. He focused on sustainable finance and developing new collaborative solutions for financing the transition to a low-, resilient, and sustainable global economy. His clients at Paia and later at his own consultancy, The Warren Pte Ltd, were predominantly financial institutions and listed companies, whom he advised on integrating sustainability into their business and investment strategies.
Apart from his work in sustainability, Stefan has significant experience in expanding the business of world-leading futures exchanges in Asia across all major asset classes. Stefan has held senior-level positions at Eurex, NYSE Liffe, and ICE Futures Singapore.
As a member of an advisory group for the UN Sustainable Stock Exchanges Initiative, he contributed to a recent white paper on Derivatives Exchanges.
The Financial Training Scheme (“FTS”)
The Salmon Thrust CPD Series is aimed at raising the competencies of Covered Persons. This course is recognised under the IBF Financial Training Scheme. Completion of this course can be counted towards the fulfilment of the non-STS portion for CACS CPD.
The Financial Training Scheme (“FTS”) is a training incentive scheme supported by the Financial Sector Development Fund (FSDF). The scheme supports financial sector-specific training programmes that raise the competency of the financial sector.
All our programmes are approved for listing on the Financial Training Scheme (FTS) Programme Directory and are eligible for FTS claims, subject to all eligibility criteria being met. For latest development on the Funding Support for IBF FTS, please visit the Financial Training Scheme site.
Early Bird Discount
Enjoy 10% early bird discount when you register one (1) month before the course commencement date.
