ESG approaches

This course focuses on different approaches of ESG requirements’ implementation by financial intermediaries. The first part of the course deals with the collection and documentation of ESG preferences of clients. It describes the main objectives of gathered information and the integration of ESG client preferences, while detailing it key steps of such process.

 The second part of the course deals with the categorisation of sustainable investment approaches and the provision of sustainable investment products.

 The course ends with an explanation of how to create a client's sustainable development profile, and how to build a personalised ESG investment portfolio for the client.