ESG for management companies

This training is designed to empower the Management Company (Manco) with the knowledge, tools, regulations and insights needed to integrate ESG (Environmental, Social, and Governance) principles into investment decision-making, corporate strategies, and overall operations.

At the end of this training, Manco will be equipped in the following ways:

• Knowledgeable foundation: Manco will possess a robust understanding of the three ESG pillars, their significance in the investment world, and the broader business ecosystem.
• Regulatory mastery: Manco will have a clear grasp of ESG-related regulations at both global and regional levels, understanding how to comply with mandatory reporting requirements and avoid non-compliance repercussions.
• Practical application: Manco will be adept at applying ESG principles to real-world scenarios, from investment decision-making and risk assessment to portfolio construction.
• Effective communication: Manco will have the skills to communicate their ESG strategies, initiatives, and performance to internal and external stakeholders, fostering trust and aligning interests.
• Strategic vision: With insights into future ESG trends and potential regulatory shifts, Manco will be poised to proactively adapt their strategies, ensuring resilience and ongoing commitment to ESG principles.
• Enhanced reputation: Armed with comprehensive ESG knowledge and strategies, Manco will be positioned as a forward-thinking and responsible entity in the eyes of investors, clients, and the broader community.
• Decision-making framework: Manco will possess a refined framework for evaluating investments and corporate initiatives through an ESG lens, ensuring decisions align with sustainability and ethical considerations.
• In essence, Manco will be not only well-informed but also adept at practical implementation, ensuring they remain at the forefront of ESG integration in their operations and decision-making processes.

1. Deep dive into ESG's three pillars: Environmental, Social, and Governance.

2. Understand global ESG trends, investor expectations, and case studies.

3. Grasp the regulatory landscape, mandatory reporting, and implications of non-compliance.

4. Integrate ESG into investment decisions, portfolio construction, and risk management.

5. Engage stakeholders, set ESG strategy, anticipate future trends, and ensure ongoing regulatory compliance

This training is coordinated by Claire Cherpion and Oriane Schoonbroodt, Directors at PwC Luxembourg. Claire focuses on sustainability reporting assurance and consulting. Oriane focuses on providing leadership and C-suite strategy advice on sustainable finance and ESG strategy for clients in financial services, corporations, SME’s and the public sector.