## Training on Portfolio management: ESG investing 

## General background: 

Derivatives, Treasury, collateral and ALM courses 

## Lot 3 

The European Investment Bank employs financial risk management staff, with a background of studies in related disciplines such as economics, finance, mathematics and statistics, a minimum 3 years professional experience in related matters for junior staff and a minimum of 5/7 years for senior staff. The EIB is keen on constantly updating the knowledge of its personnel on the most topical and current subjects in the banking domain including updates of a regulatory nature. 

## Target group 

To deal with the above challenge, the EIB wants to develop the knowledge of colleagues with a solid background obtained via qualifications or experience in topics such as portfolio management, other treasury front and middle office activities, or risk management. 

## Learning objectives for a training on portfolio management: ESG investing: 

By the end of the course(s), participants should: 

- Have obtained a good understanding of the ESG market, principles and definitions, drivers, foundation and current stage of market 

- Understand the governance, environmental and social factors and risks 

- Understand approaches towards engagement as well as the role and outcome of engagement 

- Understand how to assess the materiality of ESG factors 

- Understand ESG Analysis and identify ESG factors that will affect financial performance 

- Understand ESG constraints in the investment process 

- Understand ESG investing strategies 

- Apply ESG in portfolio construction and management, portfolio analytics and reporting 

- Have obtained a good understanding on how to integrate ESG in valuation models 

- Have obtained an overview of ESG risk assessment, ESG in credit analysis 

- Understand legal and compliance issues 

- Be able to recognise ESG issues, trends and themes 

- Be able to recognise global sustainability standards and regulations and understand their business impact. 

- Be able to position ESG in the SSA universe 

The EIB welcomes any other topics that the provider sees as important to be covered to tackle the challenge described above. 

