An Intensive 5-day Training Course

Sustainable Investment

Assessments and Performance of Sustainable Investments

INTRODUCTION TO THE COURSE

The global investment landscape is rapidly evolving in response to escalating sustainability challenges—from volatile energy prices and mounting debt burdens to the accelerating impact of climate change. In this shifting environment, it is essential for asset owners, investment advisors, and fund managers to align their strategies with long-term environmental, social, and governance (ESG) realities. The Sustainable Investment training course provides a comprehensive foundation for incorporating sustainability-driven principles into effective investment decision-making.

With sustainability now a defining megatrend in global finance, leading organisations are proactively integrating ESG risks and opportunities into their investment approaches. These organisations are not only protecting their supply chains and operational efficiency but are also enhancing profitability through innovation and responsible investment. This training course explores how sustainable investing can create resilient portfolios while contributing to long-term value creation.

The Sustainable Investment training course will cover:

  • Core principles of sustainable investing and ESG integration
  • Identifying financial opportunities aligned with sustainability trends
  • Evaluating the performance of sustainability-focused companies
  • Portfolio construction with and without sustainable investment strategies
  • Assessing climate risk implications on financial performance

COURSE DETAILS

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OBJECTIVES

By the end of this Sustainable Investment training course, participants will be able to:

  • Gain a solid understanding of sustainable investment concepts and frameworks
  • Recognise emerging financial opportunities driven by ESG considerations
  • Evaluate the historical and projected performance of sustainable companies
  • Construct investment portfolios incorporating sustainability-focused assets
  • Quantify and interpret the impact of climate-related risks on investment outcomes
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TRAINING METHODOLOGY

This training course will use various proven learning techniques to enhance delegates understanding of the information presented during the training. The training course will follow a traditional workshop format and will be focused on developing practical skills that delegates can apply in real life business situations.

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WHO SHOULD ATTEND?

This KC Academy Sustainable Finance training course is suitable to a wide range of professionals but will greatly benefit:

  • Financial Reporting Team Members
  • Strategy Team Members
  • Risk management professionals
  • Finance Managers
  • Budget Managers
  • Commercial Managers
  • Capital Investment and Project Team Members

DAILY AGENDA

Day 1: Financial Economic for Sustainable Companies
  • The concept of sustainable investments
  • The practice of financial/economic analysis
  • Value creation in sustainable companies
  • Corporate and shareholder value for sustainable companies
  • A dynamic perspective of sustainable business
  • The agency problem
  • The financial statements of sustainable companies
Day 2: Business Performance for Sustainable Companies
  • Ratio analysis and business performance
  • Management’s point of view
  • Owners’ point of view
  • Lenders’ point of view
  • A system of interrelated Ratios
  • Integration of financial performance analysis
  • Economic value added of sustainable businesses
  • Bankruptcy risk for sustainable companies
Day 3: Investment Environment and Asset Allocation Strategies
  • Investment Opportunities
  • Required Rate of Return
  • Sustainable Investment Strategies
  • Risk and Return
  • Portfolio Theory
  • Capital Market Theory
  • Capital Asset Pricing Model
Day 4: Regression Analysis Equations and System Modelling
  • Simple Regression Analysis / Maximum likelihood Estimations
  • Polynomial Curve Fits
  • Describing Data using Equations
  • Prediction
  • The Applications of Regression to Sustainable companies
  • The Applications of Regression to Non-Sustainable companies
  • Analysis of Variance (ANOVA)
Day 5: Review and Critique
  • Key concepts of sustainable investments
  • Assessing the value of sustainable investments
  • Short report on sustainable investments strategy
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Certificate

On successful completion of this training course, KC ACademy Certificate will be awarded to the delegates.

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