Sustainable Portfolio Construction for Relationship Managers - Our Programmes

This half-day programme provides private bankers and wealth managers with a good understanding of Environmental, Social and Governance (ESG) factors, as well as sustainable investing.

Participants will learn how to integrate ESG considerations into their advisory services, develop sustainable and impact investment strategies, and meet the growing demand for responsible investing in the financial market.

Programme Outline

Learning Objectives

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

Understand the concepts of ESG, sustainable and impact investing and their relevance in wealth management
Learn how to assess ESG factors, sustainable practices, and impact metrics in investment analysis and decision-making processes
Develop skills to identify sustainable and impact investment opportunities and construct portfolios that align with client values and financial goals
Explore best practices in communicating ESG, sustainable and impact investment strategies to clients

Programme Outline

Navigating Sustainable Investment: Principles and Practices (1 hour)
Current and emerging trends in sustainable investments
Sustainable investment principles and best practices
Regulatory landscape and market trends in ESG and sustainable investing
Integrating Sustainable Investment Approaches (1 hour)
Client segmentation based on ESG preferences
Integrating ESG factors into traditional wealth management processes
Building an ESG investment framework for private bankers
ESG Investing in Action (1 hour)
Analysing real-world examples of successful ESG investment strategies
Exploring different ESG investment approaches (eg. exclusionary screening, positive screening, impact investing etc.)
Identifying ESG risks and opportunities in various asset classes
Sustainable Portfolio Construction (1 hour)
ESG integration in investment analysis and portfolio construction
Sustainable and impact investment approaches and methodologies
Discussion on tools and methodologies used for ESG analysis and selection
Communicating ESG, sustainable, and impact investment strategies to clients: addressing client concerns and aligning investment goals with ESG values
Learn how to identify and apply sustainable investment concepts

Case studies and best practices in ESG, sustainable and impact investing

Assessment – 10 MCQs (30 mins)

METHODOLOGY

Lecture, case studies and discussions

Target Audience

Private bankers, relationship managers, wealth managers, investment managers, portfolio managers, fund managers, sustainability officers

trainer

Cheah Wee Leong

Director of Investment Banking Training

ibf funding

About IBF Standards Training Scheme (IBF-STS)

This course is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.

Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.

The IBF-STS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps.  IBF-STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S$3,000 per candidate per course subject to all eligibility criteria being met.

About IBF Certification

This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:

Sustainability Investment Management Level 3

Participants are encouraged to access the IBF MySkills Portfolio (https://www.ibf.org.sg/home/for-individuals/resource-tools/myskills-portfolio) to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.

Find out more about IBF certification and the application process on https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified

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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Invest in a lifelong learning journey

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

Cheah 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 and developing courses and conducting training regularly (covering various topics) with the 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 Ruskin University, United Kingdom. He obtained training from the 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 the 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.