ESG, Sustainable Finance and Sustainable Investing
Course description
SPECIAL SUMMER PROMOTION – REGISTER NOW & SAVE £200.
OUR ESG PROGRAMMES HAVE BEEN VOTED TOP ESG PROGRAMMES OVER 2 YEARS – IN 2024 & 2025.


In today’s challenging and rapidly evolving financial landscape, sustainable finance and sustainable investments have continued to form a material component of lending and investment strategy for banks, asset managers, hedge funds/family offices, private markets, pension funds and insurers. Regulatory pressures, climate risks, and investor demand are driving market participants to integrate ESG and sustainability risk into their portfolio strategies and decision-making.
This workshop provides a deep dive into ESG frameworks, sustainable finance products, regulatory developments, and practical implementation strategies. All the latest changes including Omnibus and their impact on CSRD, SFDR and CSDDD will be covered.
Conducted by a senior market practitioner with extensive international experience, the session combines expert insights, real-world case studies, and interactive exercises to equip participants with the knowledge and tools needed to master the complexities of sustainable investing while maximising financial and impact returns.
What will you learn
This course will provide the following key elements to understand Climate Change & Sustainable Investing:
- Understand the fundamentals of ESG, sustainable finance and climate risk, and their relevance to investment performance
- Explore the latest sustainable finance products and strategies across asset classes for banks, asset managers, and hedge funds
- Awareness of global ESG regulations across the EU, UK, US and APAC, and their implications
- Learn how to assess ESG data, understand climate risk, mitigate greenwashing risks, and integrate sustainability into investment processes
- Develop actionable strategies to align portfolios with climate goals and stakeholder expectations
- Get up-to-speed with all the latest changes including Omnibus and their impact on CSRD, SFDR and CSDDD
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You may be also interested in:
- Sustainability Reporting including: SFDR, TCFD, SEC, SDR
- Investment Performance Measurement, Attribution & Risk
- Operational Resilience Preparedness & Compliance
- Compliance & Regulatory Reporting for EMIR, MIFIR & SFTR
- Green Bonds & Other Sustainable Bonds – In-Company Only
- Strategic Corporate Governance – In-Company Only
- Strategy & Risk Management for Board of Directors – In-Company Only
- Strategic Asset Allocation & Portfolio Management
- UCITS Funds
- AIFMD 2 – Key Changes & Implementation
- Regulations & Operational Compliance for Funds
- CoRep, FinRep & Capital Adequacy
- IFPR & ICARA
- Corporate Actions
- SMCR – Senior Managers & Certification Regime– In-company
Main topics covered during this training
- ESG and Sustainable investing Background and scope
- Sustainability and ESG – Key components, ESG data, sustainability methodologies and metrics
- Key Environmental, Social and Governance Criteria
- ESG integration in investment decision-making
- ESG Data – Aggregation, calibration, understanding quantitative and qualitative data and approximations
- Measuring Non-financial impact of lending and investments
- Methodologies of Sustainability Rating Agencies, and limitations
- Climate Scenario Analysis
- ESG Integration in Asset Management and Portfolio Strategies
- ESG Integration within Fund Management – ESG Weightings and P&L, Product Governance, Key Risks
- Best practices in ESG reporting
- Sustainable Finance Regulation Internationally: UK, EU, US and APAC
- Key frameworks: TCFD/SDR, SASB/ISSB/IFRS, GRI, SFDR, PRI, CDP, PCAF
- All the latest changes including Omnibus and their impact on CSRD, SFDR and CSDDD
- Identifying Green Products – Green bonds, Sustainable Equity and ESG funds, Sustainability linked loans, etc.
- Emerging trends: TNFD and Biodiversity finance, social bonds, Just transition, the role of blockchain and tokenisation in ESG investing
- Numerous Case Studies
Who should attend
- CEOs
- CFOs
- Heads of Wholesale and Retail Lending and Origination
- Portfolio Managers/Investment managers
- CROs and Risk Managers
- Sales and Distribution teams
- Client and Regulatory Reporting Teams
- Compliance and
- Audit Managers
ESG, SFDR and Sustainable Investing - A 1 Day Course
- UN SDGs and Paris Climate Agreement
- Introduction to ESG Criteria and Sustainability
- Sustainable Finance and Sustainable investment strategies
- Defining and managing Climate and Sustainability Risks
- Key drivers: Regulatory pressures, investor demand, climate risks, and societal shifts
- ESG implications for market practitioners – for financial performance and risk management
- Overview of sustainable investing approaches:
- – Negative/exclusionary screening
- – ESG integration
- – Thematic investing (climate, social, governance themes)
- – Impact investing
- – Active ownership (stewardship, proxy voting)
- Financial materiality of ESG factors
- Key Risks (transition risks, physical climate risks, reputational risks)
- Key Opportunities (Climate Transition investments, Green Bonds and SLBs/SLLs, renewable energy, circular economy)
- Banks & Brokerages: Green Bonds, Sustainability-Linked Bonds/Loans (SLBs/SLLs), ESG-structured products, renewable energy trading, carbon markets and issuances
- Asset Managers: Sustainability/ESG and Climate ETFs, “Green” labeled and Impact funds (EU Art 8/9 funds), Transition/Impact/Sustainability Private Equity/Credit portfolios
- Pension Funds, Family Offices: ESG-aligned strategies, active ESG investing, climate transition mandates, private market ESG and Net Zero portfolios
- Insurers: Green insurance products, Sustainable/Green Underwriting products
- Case studies of successful financial product implementations
- Building an ESG-integrated investment process
- Quantitative vs. qualitative ESG analysis
- Case study: How a leading asset manager incorporates ESG into stock picking
- Case study: SLB issuance by a global investment bank
- Case study: Green underwriting by a global Insurance firm
- Introduction to climate stress-testing
- RCP and NGFS scenarios, and their application
- Physical vs. transition risk assessment
- Case Studies – Physical and Transition Risk for Bank Lending book, Insurer underwriting book, asset manager financed emissions, and Real Assets/Infrastructure financing
- Best practices in ESG reporting (annual sustainability reports, TCFD disclosures)
- Engaging with companies on ESG issues (active ownership)
- Communicating ESG performance to investors
- Drafting an ESG engagement policy
- EU: SFDR, EU Taxonomy, CSRD, MiFID II ESG requirements, Fund Naming guidelines and anti-greenwashing
- UK: SDR, ESG labelling and anti-greenwashing, TCFD-aligned disclosures
- Americas: Canada OSFI B-15/TCFD & CSA Disclosures, US ESG backlash vs. progress
- APAC: ASIC ASRS, TCFD; HKMA & MAS TCFD guidelines, China’s green finance policies
- Implications for cross-border lending, product distribution, investing and compliance
- Key frameworks: TCFD/SDR, SASB/ISSB/IFRS, GRI, SFDR, PRI, CDP, PCAF
- GHG Emissions (Scope 1, 2, 3), Carbon Footprint and Intensity
- Climate Scenario Analysis and Portfolio alignment with Net Zero pathways, Climate Transition Benchmarks, Paris Aligned Benchmarks etc
- ESG scoring methodologies and ratings providers (MSCI, Sustainalytics, Bloomberg, ISS)
- Challenges in data consistency and comparability
- Measuring Non-financial impact of lending and investments – Financed/Insured Emissions
- Data gaps and inconsistencies in ESG reporting
- Greenwashing risks and how to mitigate them
- Best practices in ESG data collection and validation
- Role of AI and big data in ESG analytics
- Worked example: Evaluating ESG data providers for public/private markets and coverage
- Emerging trends: TNFD and Biodiversity finance, social bonds, Just transition
- The role of blockchain and tokenisation in ESG investing
- Real world scenarios and challenges faced by market participants
- Horizon Scanning and next steps
Trainer
Course Director is an expert with over 25 years of experience in leading multi-disciplinary projects to achieve regulatory compliance and strengthen performance for firms such as T. Rowe Price, Barclays, Deutsche Bank, HSBC, JP Morgan, and Investec (Ninety One) Asset Management, to name just a few.
Subbu has extensive experience in integration of Environmental, Social and Governance (ESG) frameworks within the Funds and Products lifecycle, from ESG principles and metrics into the investment process, Stewardship and Governance, aligning with the EU Sustainable Finance Disclosures Regulation (SFDR), Taxonomy Regulation and the Task Force on Climate-Related Financial Disclosures (TCFD), Responsible Investing models within portfolio management and trading models, sustainability risks and climate risks (incl. Stranded Assets) within Risk Management, modeling and incorporating Principal Adverse Impacts (PAI) within Product, Marketing and Distribution, and managing data and analytics for client and regulatory reporting.
He also has a deep expertise in managing ESG Ratings providers (MSCI, Sustainalytics, S&P TruCost, etc.), and configuring and normalising sustainability metrics including carbon and energy emissions, pollution, waste, biodiversity, labour, human rights, whistleblowing, remuneration, etc.
He is also a member and advisor of industry association committees for regulatory consultations with bodies such as ESMA, FCA, PRA/Bank of England and SEC and has extensive experience in Regulatory Trading, Operations and Compliance for US, EMEA and APAC processes.
FAQ
We offer banking and finance courses as well as soft skills and business management training. You can either attend an open public course in London or Dubai or arrange customised in-house training to be delivered in any of your offices worldwide.
Most of our public courses are run over 2 full days. Some programmes are offered as a 1 or 3 day training.
In-house training is tailored to client’s requirements and can be organised over 1 day, 2-3 weeks or longer.
Public courses are organised mainly in London and Dubai. Occasionally we organise courses in other centres like Paris or New York. Check our public course calendar for the current list of programmes. We use a range of training venues, all in the centre of the cities and with excellent transport links to the airports and train stations.
In London we use venues in the centre (near Oxford Circus station or in Mayfair) or in the City (near Liverpool Street or Moorgate stations).
In Dubai our courses are organised in one of 4-5* hotels in the Deira district. Once you register we will send you detailed information together with accommodation options if required.
Our in-house courses can be delivered anywhere in the world. We work with over 25 trainers worldwide. Contact us do discuss your requirements. Check our list of available programmes.
Our courses are run in central locations from 9 a.m until 5-5.30 p.m. There are 2 coffee breaks and a lunch break. Lunch is always provided in the venue.
Dress code is smart casual.
All our programmes are taught by senior specialists who have spent many years in their respective sectors, working as senior managers and head of departments, so they understand very well the market and the challenges you are facing.
The experience of our trainers allows us to create very practical programmes, focused on current market trends and challenges. You can be sure that you will gain the knowledge which can be instantly applied in your workplace after the course. You will be analysing real life case studies, take part in group exercises and discussions as well as role plays, whenever applicable.
We want our courses to be as practical and interactive as possible so we limit the number of participants in order to optimise your time with the trainer and allow you to ask questions which are important for you.
In order to understand your requirements and expectations, we will send you a pre-course questionnaire.
You will also receive post-course support so if you have any questions after you left the training, you are welcome to contact us.
There are 2 easy ways to register:
- Go to the course of your choice and click Register Now button to fill the registration page
- Email us to enquiry@eurekafinancial.com
After you register, we will send you registration confirmation and an invoice so you can arrange the payment. Please note that your place is not confirmed until we receive it.
If you register within Early Bird discount period, there’s limited time to arrange the payment in order to be eligible for the discount. You will find all the details on the invoice.
We don’t advise to make any travel and hotel arrangements until you receive full course confirmation from us.
We will send you venue and course details as soon as possible but most likely about 3-4 weeks prior to the course commencement.
You can pay by:
- Making a bank transfer
- Debit/credit card
- Cheque payable to Eureka Financial Ltd. - only within UK
Just mark preferred paying option on the registration form. Whichever form of payment you choose we will always send you an invoice.
If you pay by card, a 2.2% processing fee will be added. We will send you authorisation form so you can give us your card details.
Included in the price of a public course are:
- Course tutorial
- Take away course materials
- Course Certificate
- Lunch on the days of the training as well as drinks and snacks throughout the course
The price doesn’t include accommodation, flights, transfers and any additional costs outside of the training venue.
Yes, we always offer Early Bird discount, so the sooner you register the more savings you can make. We also offer group discounts and if you register for 2 or more programmes at the same time.
If you are a full time student or unemployed, we offer a 25% discount of the full price of the training. Student ID or unemployment status confirmation is required to claim this discount.
If you attend one of our courses you will be entitled to a special discount for a year after the last course you attend with us. Also, if you have attended and recommended us to a friend, both you and your friend will receive a special discount. You will receive more information about it after you attend the course.
See our Customer Loyalty Discounts page for more details.
All our courses based in the UK are subject to the VAT charge of 20%. This fee is irrespective of the country of residence of the delegates.
You can, however, claim the VAT back by contacting UK tax office - HMRC, and filling the relevant form, as long as you comply with the following rules:
For Delegates coming from the EU countries
If you represent a registered business in another EU country, you can use the Refund Scheme to reclaim VAT you pay in the UK as long as all of the following apply:
- You're not registered for VAT in the UK and don't have to, or can't be, registered here
- You don't have a place of business or a residence in the UK
- You don't make any supplies in the UK
You can find some more information here. In order to claim the VAT you have to fill Form 65.
For the Delegates from Non EU countries
If you represent a registered business in a non-EU country, you can use the Refund Scheme to reclaim VAT you pay in the UK as long as all of the following apply:
- You're not registered for VAT in the UK and don't have to, or can't be, registered here
- You don't have a place of business or a residence in the EU
- You can only use the Refund Scheme if your own country operates a similar scheme and makes it available to UK businesses. If your country has its own Refund Scheme but doesn't let UK businesses use it, you can't claim under the UK Refund Scheme.
- You don't make any supplies in the UK
If the following rules apply to you, please fill the 65A form and send it to HMRC.
Webinars
You can cancel your participation up to a month before the course and receive a refund minus 10% of the full course value. Between 2-4 weeks before the course you will be charged 50% cancellation fee and if you cancel less than 2 weeks before the course you can only offer your place to a colleague. Up to 2 weeks before the course you can reregister for another edition for 10% reregistration fee if there is another webinar offered or you can rebook for a course in London by paying the difference in price plus 10% reregistration fee.
Classroom Courses
If there is any official travel restriction or difficulty related to the COVID pandemic around the time of the course we will convert the training into a webinar or offer to attend the next classroom edition at no extra cost.
If you are unable to attend the course, you can either send a replacement at no extra charge or, up to 10 days before the training, you can transfer your booking to another edition within the next 6 months paying administrative fee of 20% of the full course price. For any cancellation requests received between 11 days and 4 weeks from the course we offer 50% refund or reregistration to another edition for 25% of the value of the booking. For any cancellation requests received more than 4 weeks before the course date we will offer a refund less an administration fee of 10% of the full course price.
Cancellations must be made in writing (letter or email) and reach our office four weeks prior to the course date. We regret that only limited refunds can be given after this period as per points above. Non-attendance without any notification will be charged at full rate. Your place on a course is not guaranteed until we receive the payment. All payments must be made in full before the course date.
All our trainers have been working for many years in their respective sectors before they begun to teach so they bring a wealth of practical experience to the classroom.
Most of them used to work for 15 or more years in the financial sector and corporate world, and were holding positions of Directors, VP and Senior Managers. Some of them have published books and have written articles for specialised magazines and newspapers including FT, The Independent, The Times etc. You can find detailed biography of each trainer on the page of the course you want to register for.
Yes, you will receive a Certificate of Attendance at the end of the course you attend.
If you have to apply for a Visa to attend a course in the UK, we will issue a letter to support your application. The letter will be issued only after the payment for the course has been made.
It is delegate’s responsibility to obtain a Visa and failure to do so will not make the participant exempt from the cancellation policy.
Anyone suspected of applying for a training course simply to gain a Visa letter will be reported to their embassy.
We will need the following information to issue an invitation letter:
- Full name as it appears on your passport
- Date of birth
- Passport number
- Passport issue date
- Passport expiry date
23 Sep 2026, Online / Virtual
Register by 25 Aug to save £200
Early bird price £895 + VAT
Regular price £1095 + VAT
5% discount for 2 and 10% for 3 people.
This topic can be arranged on in-house basis. If you have a group of 4 or more we can customise it and deliver in any location worldwide. Contact us to discuss your requirements
