Sustainable Finance
Gain basic regulatory knowledge about "sustainability" in the financial sector and discover practical ways to shape Sustainable Finance.
26.03.2025 ONLINE
18.11.2025 in Stuttgart
Special knowledge
1 days
EUR 1.750,- plus VAT.
Content
The financial sector is assigned a key role in the EU in the financing of targeted climate and environmental goals. In this context, investments in climate protection are to be favored and the financing of climate-damaging activities is to be avoided in order to support the European transformation to a sustainable economy.
However, the actual conclusion of sustainable finance instruments should not be at the beginning but at the end of ESG considerations and requires some preparatory work and know-how(-building).
In this seminar, we explain the essential sustainability regulation including the possible obligations in sustainability reporting, discuss considerations behind ESG KPIs and show design options for (sustainable) financing instruments.
Main topics
Introduction and regulatory framework
- Background and goals of the EU strategy (Green Deal, Paris Climate Agreement, etc.)
- Banks as drivers of economic change (EBA guidelines, ESG in the lending process, EU taxonomy for the financial sector, etc.)
Introduction and regulatory framework
- Background and goals of the EU strategy (Green Deal, Paris Climate Agreement, etc.)
- Banks as drivers of economic change (EBA guidelines, ESG in the lending process, EU taxonomy for the financial sector, etc.)
Sustainability information as a starting point for sustainable finance
- What about your own "ESG-readiness"?
- What are the disclosure requirements (voluntary vs. mandated,
direct vs. indirect)? - What is the sustainability reporting obligation (regulation old vs. new, EU taxonomy, timeline, recent developments)?
- Basics of common ESG reporting standards (materiality analysis, the principle of dual materiality, scope emissions & carbon footprint, etc.).
Sustainable financing instruments
- Implementation possibilities, commercial benefits and product risks
- ESG ratings and the influence of ESG on traditional bank ratings
- ESG ratings or ESG KPIs after all?
- Approaches for the derivation and "bankability" of ESG KPIs
- Design of banking documents - what is needed in terms of ESG information?
- Drafting of financing agreements (ESG opt-in/opt-out clauses, etc.)
Further cross-sectional topics
- Sustainability aspects in the bank portfolio
- Asset Management and Sustainable Investments
Group of participants
Employees and managers working in the financial sector as well as employees who (should) deal with sustainability issues and (want to) take a closer look at the topic of sustainability and its points of contact with the financial sector as well as corporate customer advisors from banks who would like to get to know the day-to-day business of their customers from their perspective.
Targets
You will learn to classify the most important terms in connection with sustainable finance and ESG financing and know the interplay of essential legal acts on the topic of sustainability & sustainable finance as well as the resulting obligations. Furthermore, you will understand possible process flows for the design of Sustainable Finance instruments and know relevant implementation options.