ESG for Relationship Managers – Sustainable Investment Management - Our Programmes

This one-day programme provides a good understanding of sustainable investment management, covering the principles, strategies, and practices of integrating environmental, social, and governance (ESG) factors into investment decisions.

Participants will learn how to evaluate and implement sustainable investment strategies to achieve financial returns while contributing to positive social and environmental outcomes.

Programme Outline

Learning Objectives

By the end of the programme, participants will be able to:

Explain the different sustainable investment approaches and its application to the organisation’s portfolio strategies to customers.
Identify the appropriate sustainable investment concepts that can be applied together, and which may be contradictory.
Research and support the inclusion of sustainability factors in the portfolio construction process.

Programme Outline

1. Introduction to Sustainable Investment
Overview of sustainable investment
Evolution and trends in sustainable finance
EGS investing topics
2. ESG Investing
Growth in ESG funds
Investment approach and governance
Sustainable asset class universe
3. ESG Integration
How are investors integrating ESG
Understanding ESG data and ratings
Methods for integrating ESG factors into investment analysis
Case study: The rise of ESG Investing
4. ESG and Impact Investment Strategies
Screening approaches: negative, positive and norm-based screening
Best-in-class and thematic investing
Impact investing and community investing
Case study: ESG portfolios in Asia show resilience
5. Challenges and Opportunities
ESG and financial performance
Future role of Relationship Managers in relation to ESG investing
Discussing benefits and concerns as a Relationship Manager
Case study: Fund disclosure regulations and energy policies to shape ESG investing in Asia

METHODOLOGY

Lecture, case studies and discussions

Target Audience

Relationship Manager, Wealth Manager, Financial Advisor, Personal Banker, Investment Manager, Fund Manager, Private Banker.

trainer

Cheah Wee Leong

Director of Investment Banking Training

ibf funding

FTS-Eligible

This programme is approved for listing on the Financial Training Scheme (FTS) Programme Directory and is eligible for FTS claims subject to all eligibility criteria being met. Please note that in no way does this represent an endorsement of the quality of the training provider and programme. Participants are advised to assess the suitability of the programme and its relevance to participants’ business activities or job roles.

The FTS is available to eligible entities, subject to all eligibility criteria being met. FTS claims may only be made for programmes listed on the FTS Programme Directory with the specified validity period. https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-FTS

Found a programme that you think would be suitable for your organisation?

Many of our courses can be customised and delivered in-house. We also provide consultancy services to create tailor-made training programmes that are specifically aligned with your organisation’s strategic learning requirements. Contact us today to learn more about how we can support your team’s development by completing the Form here or Emailing Us here.

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As the industry’s preferred partner in learning and development, ABS offers customised and open enrolment training programmes that cover a comprehensive list of banking areas.

Cheah Wee Leong

Director of Investment Banking Training

Wee Leong is the Director of Investment Banking at the Asian Banking School. He has more than 25 years experience working in the banking industry with local and foreign banks in various roles and capacities. A seasoned professional, Wee Leong brings with him broad experience as a former banker and management consultant.

Wee Leong started his career at Citibank in 1993 before joining US management consultancy firm Accenture in 1997. At Accenture, he was involved in managing large bank merger-integration, process re-engineering and transformation projects. He has worked in projects in various countries including Hong Kong, China, Singapore, Indonesia, Thailand, Mauritius and Saudi Arabia.

In 2003, Wee Leong joined CIMB as its Head of Operational Risk Management and led the implementation of the bank's operational risk management and Basel 2 - Operational Risk framework. Subsequently, he assumed various senior roles in Trade Finance, Regional Transaction Banking, Corporate Banking, Treasury and Markets division and Group CEO office at CIMB. His last role at CIMB was as Director, Group Strategy. He has been designing courses and conducting training for Asian Banking School since 2017.

Wee Leong holds a Bachelor of Business Administration from the USA and a Master of Business Administration (with distinction) from the Anglia Rushkin University, United Kingdom. He obtained training from Citibank Asia Pacific Banking Institute in Singapore in 1995. He is a certified Chartered Banker, Finance Accreditation Agency (FAA) Certified Training Professional and a holder of the “Certificate in Climate Risk” (awarded by Chartered Body Alliance, UK) and PRINCE2 Foundation and Practitioner Certificate in Project Management. Wee Leong completed the “Leading the Sustainability in Transformation in Banking” programme with the Frankfurt School of Finance and Management (1 week course in Frankfurt, Germany) in October, 2022.