Sustainable Investment Masterclass
Assessments and Performance of Sustainable Investments
5 Day Training
Locations: Grayston Ridge Office Park, Sandton
Platform: Available In-Class / Online
Price: Available on Request
Course Introduction
Prospen Africa’s Sustainable Investment Masterclass addresses the growing importance of sustainable investments in an era characterized by peak oil, rising energy prices, unsustainable debt, and climate change challenges. It emphasizes the necessity for asset owners, advisors, and fund managers to incorporate sustainability risks and opportunities into their investment strategies. Through this course, participants will learn how to protect their investments from market volatility and leverage sustainability for long-term profitability.
Course Objectives
By the end of this Sustainable Investment Masterclass, participants will be able to:
Understand the concept of sustainable investment and its significance in today’s market.
Identify new financial opportunities that arise from sustainable practices.
Evaluate the performance of sustainable companies versus traditional companies.
Construct and manage investment portfolios with a mix of sustainable and non-sustainable stocks.
Estimate and analyse the impact of climate risk on investment performance.
Who should attend?
This Sustainable Investment Masterclass is suitable for a wide range of professionals, including:
Financial Reporting Team Members
Strategy Team Members
Risk Management Professionals
Finance Managers
Budget Managers
Commercial Managers
Capital Investment and Project Team Members
Training Methodology
Our diverse instructional approaches ensure effective learning:
– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.
Training Outline
Day 1: Financial Economics for Sustainable Companies
Introduction to Sustainable Investments
Understanding sustainable investment concepts
Analysing the financial and economic aspects of sustainable companies
Value Creation and Corporate Shareholder Value
Exploring value creation in sustainable companies
Examining corporate and shareholder value perspectives
Dynamic Perspective of Sustainable Business
Identifying the agency problem in sustainable businesses
Analysing financial statements of sustainable companies
Day 2: Business Performance for Sustainable Companies
Ratio Analysis and Business Performance
Conducting ratio analysis to assess business performance
Evaluating performance from management, owner, and lender perspectives
Integration of Financial Performance Analysis
Utilizing a system of interrelated ratios
Calculating economic value added for sustainable businesses
Bankruptcy Risk Analysis
Assessing bankruptcy risk for sustainable companies
Day 3: Investment Environment and Asset Allocation Strategies
Investment Opportunities and Required Rate of Return
Identifying sustainable investment opportunities
Determining the required rate of return for sustainable investments
Sustainable Investment Strategies
Exploring risk and return in sustainable investments
Applying portfolio and capital market theory to sustainability
Understanding asset pricing models in a sustainable context
Day 4: Regression Analysis Equations and System Modelling
Introduction to Regression Analysis
Conducting simple regression analysis and maximum likelihood estimations
Applying polynomial curve fits to data analysis
Describing Data Using Equations
Utilizing equations for data description and prediction
Applications of Regression Analysis
Applying regression analysis to sustainable and non-sustainable companies
Conducting analysis of variance (ANOVA) in sustainability contexts
Day 5: Review and Critique
Key Concepts of Sustainable Investments
Reviewing and reinforcing key concepts learned throughout the course
Assessing the Value of Sustainable Investments
Evaluating the value of sustainable investments in a real-world context
Short Report on Sustainable Investment Strategy
Participants will prepare and present a short report on their sustainable investment strategy, demonstrating their understanding and application of course concepts.
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