Agenda

Agenda

Strategies for ESG Products Design - Agenda

14:0015:00

Overview of Environmental, Social and Corporate Governance

14:00 - 15:00

  • What is ‘E’, ‘S’ and ‘G’?  

  • Explaining climate risk   

  • The linkage to ESG and product frameworks 

  • Opportunities and challenges 

15:0015:15

Break

15:00 - 15:15

15:1516:15

Overview of ESG products

15:15 - 16:15

  • The key characteristics of ESG sustainability-linked products  

  • Green and sustainable finance products: characteristics and examples  

  • Traditional bonds & loans vs. green bonds & green loans 

  • EU green bonds standards and the EU taxonomy 

14:0015:00

Regulatory requirements

14:00 - 15:00

  • Frameworks, ratings and guidelines

  • Regulatory developments worldwide and the EU

    • Sustainability including SFDR, CSDR, NFRD

    • Climate & Carbon including Taxonomy regulations & the EU GAR

15:0015:15

Break

15:00 - 15:15

15:1516:15

ESG products design framework

15:15 - 16:15

  • Key consideration for ESG product design 

  • Challenges and opportunities

  • AFME, ICMA, ISDA, CBI, LMA & LSTA product frameworks

  • Net Zero Alliances across banking, insurance and asset management

14:0015:00

ESG products benchmarking: market and operation considerations

15:15 - 16:15

  • Efficient communication within the organization   

  • Matching the suitable ESG products and solutions with client’s requirements 

  • Importance of client engagement and disclosures 

  • Avoid mis-selling: effective client communication on ESG product 

15:0015:15

Break

15:00 - 15:15

15:1516:15

Building the ESG product portfolios

14:00 - 15:00

  • Building the ESG product portfolios 

  • Disclosing the essential information 

14:0015:00

Sustainable finance agreement and the impact

15:15 - 16:15

  • Sector adoption or Big Bang? 

  • Corporate impact and the change that financials will expect 

  • The Paris Agreement 

  • Climate change principles and the transition to net zero 

  • Carbon principles – Poseidon, PACTA and PCAF

15:0015:15

Break

15:00 - 15:15

03:1516:15

ESG data management and sourcing the right data set

14:00 - 15:00

  • Current ESG data needs, data sources, and challenges 

  • Improving data accuracy 

  • Historic and forward looking 

  • Technology options to build data repositories 

View agenda in pdf format

Please fill in your details