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Quest Training

ESG Risk Management & Sustainable Investment Training Course

Helps investors identify and assess ESG risks that affect asset value and portfolio resilience, then embed them in investment and financial decisions.

SFC · Sustainable Finance, ESG & Climate FinanceAll Levels#1657ClassroomEnglish , Arabic
Duration
5 Days
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Free substitution at any time · 30+ days' notice: full refund minus 10%. Cancellation policy

Sectors:Finance, Investment & BankingCategories:Sustainable Finance, ESG & Climate Finance

Course Overview

The ESG Risk Management & Sustainable Investment Training Course provides a comprehensive and practical framework for understanding, assessing, and managing environmental, social, and governance risks within investment and financial decision-making. The course focuses on helping organizations and investment professionals identify sustainability-related risks that may affect financial performance, asset value, portfolio resilience, and long-term organizational objectives. Environmental, social, and governance factors are increasingly relevant to investment analysis, risk management, corporate strategy, and capital allocation. Climate change, resource efficiency, workforce practices, human rights, supply chain resilience, corporate governance, transparency, and business ethics can all influence an organization's risk profile and long-term financial position. This course helps participants integrate these considerations into established financial and investment processes rather than treating sustainability as a separate function. The program examines ESG risk management from an integrated perspective, covering environmental risks, climate-related risks, social risks, governance risks, and their potential impact on companies, projects, assets, and investment portfolios. Participants will explore practical approaches for identifying material ESG risks, evaluating their potential financial consequences, assessing sustainability information, conducting investment due diligence, and monitoring risk exposure over time. The course also focuses on sustainable investment and responsible investment strategies, including the evaluation of companies and assets based on ESG considerations. Participants will learn how to incorporate sustainability factors into fundamental analysis, investment selection, portfolio construction, asset allocation, risk assessment, and performance monitoring while maintaining a clear connection between sustainability considerations and financial objectives. Through practical exercises, case studies, portfolio analysis, and workshops, participants will develop the ability to identify, assess, prioritize, and manage ESG risks. They will also develop a practical framework for sustainable investment and ESG risk management that can be adapted to banks, financial institutions, investment companies, asset managers, government entities, energy organizations, infrastructure companies, and large corporations.

Learning Objectives

  • Analyze the fundamental principles of environmental, social, and governance factors and their relevance to risk management and sustainable investment during the course.
  • Evaluate the potential impact of ESG risks on companies, projects, assets, investment portfolios, and long-term financial performance.
  • Identify material environmental, social, and governance risks according to the characteristics of an organization, sector, project, or investment.
  • Apply structured methodologies for identifying, assessing, classifying, and prioritizing ESG-related risks.
  • Analyze physical climate risks, transition risks, and environmental risks and assess their potential financial implications.
  • Evaluate social risks related to employees, communities, human rights, supply chains, and stakeholder relationships.
  • Assess governance risks related to leadership, oversight, transparency, ethics, accountability, and internal controls.
  • Integrate ESG factors into financial analysis, company valuation, project assessment, and investment decision-making.
  • Apply practical ESG due diligence approaches when screening potential investments and evaluating sustainability-related risks.
  • Evaluate sustainability risks and opportunities when constructing investment portfolios and allocating assets.
  • Design practical ESG risk and performance indicators for monitoring investment portfolios and organizational exposure.
  • Develop an integrated ESG risk management and sustainable investment framework by the end of the course.

Who Should Attend

This training course is designed for professionals working in banks, financial institutions, investment companies, asset management firms, pension and institutional investment organizations, and corporate finance functions. It is particularly relevant to investment managers, portfolio managers, risk managers, financial analysts, investment analysts, sustainability professionals, ESG specialists, compliance professionals, corporate governance specialists, and professionals involved in investment due diligence. The course is also suitable for executives, senior managers, and decision makers within financial institutions, government entities, energy companies, infrastructure organizations, and large corporations who are responsible for investment strategy, enterprise risk management, corporate strategy, sustainability, governance, financial planning, or capital allocation. It provides practical value for professionals who need to understand how ESG considerations can influence financial risk and long-term investment performance. The program is also relevant to professionals involved in sustainability reporting, investor relations, risk assessment, corporate governance, project evaluation, portfolio monitoring, strategic planning, and investment research. Participants do not need to be dedicated ESG specialists, as the course is designed to demonstrate how sustainability considerations can be integrated into existing financial and risk management processes.

Learning Outcomes

  • Explain the relationship between environmental, social, and governance factors, financial risk, and sustainable investment.
  • Identify key ESG risks that may affect financial performance, asset value, business resilience, and investment outcomes.
  • Conduct a structured assessment of environmental, social, and governance risks.
  • Analyze physical climate risks, transition risks, and environmental risks affecting investments and assets.
  • Evaluate social risks associated with workforce practices, communities, human rights, and supply chains.
  • Assess governance practices and identify governance weaknesses that may create financial or operational risks.
  • Integrate ESG considerations into financial analysis, company assessment, project evaluation, and investment decisions.
  • Apply ESG due diligence techniques when reviewing potential investments and assessing material sustainability risks.
  • Evaluate investment opportunities using relevant environmental, social, and governance considerations.
  • Incorporate ESG risks and opportunities into portfolio construction, asset allocation, and investment risk management.
  • Develop practical indicators for monitoring ESG risk exposure and sustainable investment performance.
  • Prepare an actionable framework for integrating ESG risk management and sustainable investment practices within an organization.

Course Outline

Course Outline:

Day 1

Foundations of ESG Risk Management & Sustainable Investment

  • Understanding environmental, social, and governance factors and their role in financial decision-making
  • Evolution of sustainable investment and responsible investment approaches
  • Relationship between ESG considerations, enterprise risk management, and long-term value creation
  • Identifying ESG risks and opportunities across different sectors and investment types
  • Practical application: Analyze a company or investment project and identify material ESG risks, opportunities, and potential financial implications
Day 2

Environmental, Social & Governance Risk Assessment

  • Identifying and classifying environmental risks affecting companies, projects, and assets
  • Physical climate risks, transition risks, resource risks, and environmental dependencies
  • Social risks related to employees, communities, human rights, supply chains, and stakeholder relationships
  • Governance risks related to transparency, accountability, leadership, oversight, ethics, and internal controls
  • Practical application: Conduct an integrated ESG risk assessment and prioritize material risks for a selected company or investment
Day 3

Integrating ESG into Financial & Investment Analysis

  • Integrating ESG factors into fundamental financial and investment analysis
  • Assessing the potential effects of ESG risks on revenues, costs, cash flows, profitability, and valuation
  • ESG due diligence and identification of material sustainability risks before investment decisions
  • Scenario analysis and stress testing for climate and sustainability-related risks
  • Practical application: Evaluate a potential investment and integrate ESG risks into financial analysis and investment decision-making
Day 4

Sustainable Investment & Portfolio Management

  • Principles and approaches for sustainable and responsible investment
  • Integrating ESG risks into asset allocation and investment selection
  • Sustainable investment strategies and portfolio construction approaches
  • Monitoring ESG exposure, portfolio risk, and sustainability-related performance
  • Practical application: Design and assess a sustainable investment portfolio based on financial objectives, ESG considerations, risk exposure, and portfolio priorities
Day 5

ESG Strategy, Governance & Implementation

  • Developing an organizational framework for ESG risk management
  • Governance structures, responsibilities, oversight, and accountability for ESG risks
  • ESG risk indicators, performance measurement, data quality, and ongoing monitoring
  • Developing sustainable investment strategies aligned with financial and organizational objectives
  • Final workshop: Develop an integrated ESG Risk Management & Sustainable Investment framework covering risk identification, assessment, due diligence, portfolio integration, governance, monitoring indicators, and an implementation action plan

Upcoming Dates

CityDatesPrice per ParticipantEarly Bird
DohaScheduled
21 – 25 Dec 2026€4,400€3,960until 30 Nov
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ManamaScheduled
28 Dec 2026 – 1 Jan 2027€4,700€4,230until 7 Dec
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MilanScheduled
4 – 8 Jan 2027€6,000€5,400until 14 Dec
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OnlineScheduled
10 – 14 Jan 2027€1,700€1,530until 21 Dec
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DohaScheduled
15 – 19 Mar 2027€4,400€3,960until 22 Feb
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Available in: Doha

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