In this course, you will learn the types and characteristics of the key sustainable lending instruments (SLIs) that are relevant to the organisation and its customers. You will be more aware of their differences and how they might be applied across corporates and sectors based on the principles, frameworks and metrics for evaluating the impact of sustainable lending instruments and understanding of the materiality of ESG issues at sector- and corporate-levels.
In addition, you will be introduced to their limitations and appreciate the importance of third-party verification / assurance of sustainable lending instruments to ensure robustness and reduce the risks of greenwashing, together with the importance of assessing sustainability impacts at a portfolio level. With the knowledge above, you will be able to harness the subject matter and awareness to engage customers on key features of sustainable lending instruments and support their execution.
Target Audience
- Relationship Managers in Wholesale and SME Banking.
- Middle office functions such as audit, risk management, sustainability, and compliance departments.
Course Objectives
- Aware and understand key sustainable lending instruments including their variety and types.
- Able to explain key sustainable lending instruments that are relevant to the corporates and their customers.
- Develop incentive mechanisms to encourage adoption of these instruments.
- Engage the customers on the key features of sustainable lending instruments and
- Able to support the structuring and execution of these instruments.
Course Outline
- Sustainable Lending Instruments: Definitions and Types
- International & Regional Developments on Sustainable Lending Instruments (SLIs)
- Principles, Standards, Frameworks & Metrics for Evaluating the Impact of Sustainable Lending Instruments
- Characteristics of a Sustainable Lending Instruments Class
- Differences in Sustainable Lending Instruments & their Application across Corporates & Sectors
- Materiality of ESG issues at Sector-level & Corporate-level
- Third-Party Verification/Assurance of Sustainable Lending Instruments
- Limitations of Sustainable Lending Instruments & the Importance of Assessing Sustainability Impacts at a Portfolio Level
- Engaging Customers on Key Features of Sustainable Lending Instruments & Supporting the Execution of Sustainable Lending Instruments