Sustainable Investment Masterclass

Assessments and Performance of Sustainable Investments

Platform:

Online

In-class

Revised and Updated: 23 October 2026

Date	Venue	Duration
30 November - 04 December 2026	Sandton, Gauteng	5 Days
01 - 05 March 2027	Sandton, Gauteng	5 Days
03 - 07 May 2027	Sandton, Gauteng	5 Days
16 - 20 August 2027	Sandton, Gauteng	5 Days

Course Introduction

Prospen Africa’s Sustainable Investment Masterclass addresses the growing importance of sustainable investments in an era characterised by rising energy prices, unsustainable debt, and climate change challenges. It emphasises 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?

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, including how IFRS S1 (General Requirements for Disclosure of Sustainability-related Financial Information) and IFRS S2 (Climate-related Disclosures) now shape how sustainability information is disclosed alongside financial statements globally

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

Utilising 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

Utilising 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

Practical Exercise: participants prepare and present a short report on their sustainable investment strategy, demonstrating their understanding and application of course concepts

Course Categories

Office Administration Courses ❯ Audit, Risk And Governance ❯ Compliance Courses ❯ Finance Courses ❯ Human Resources Training & Development ❯ View All Course Categories ❯

Course Registration Guide

Everything you need to know about registering for a Prospen training course.

View Registration Guide

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FAQs – Sustainable Investment Masterclass

Master sustainable investment strategies, learning ESG integration frameworks, impact investing models, green asset valuation, regulatory compliance, and sustainable portfolio management to drive long-term financial and environmental returns.

What is covered in the Sustainable Investment Masterclass?

The masterclass covers ESG integration strategies, impact investing frameworks, active ownership, climate risk integration into portfolio allocation, screening methodologies (negative, positive, thematic), and global reporting standards.

Who should attend the Sustainable Investment Masterclass?

This masterclass is designed for portfolio managers, investment analysts, asset owners, chief investment officers, wealth managers, risk managers, and institutional investors looking to embed sustainability into core investment strategies.

How does this masterclass address ESG valuation and risk management?

Delegates learn how to incorporate non-financial ESG metrics into discounted cash flow (DCF) models, evaluate material sector risks using SASB standards, and stress-test portfolios against long-term environmental and governance hazards.

Will participants learn how to prevent greenwashing and comply with regulations?

Yes. The masterclass explores global stewardship codes, regulatory requirements such as SFDR and TCFD, and robust auditing practices to ensure authentic impact measurement and prevent greenwashing risks.

Does the course cover active engagement and proxy voting strategies?

Yes. Attendees examine frameworks for constructive corporate engagement, setting ESG milestones for investee companies, and using shareholder voting power to drive sustainable performance.

Why is sustainable investment expertise increasingly critical for asset managers?

Institutional capital is reallocating rapidly toward sustainable assets. Equipping investment teams with ESG skills enables funds to mitigate systemic risks, unlock innovation premiums, and meet evolving client mandates.

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Sustainable Investment Masterclass

Assessments and Performance of Sustainable Investments

Course Objectives

Who should attend?

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Course Introduction

Course Objectives

Who should attend?

Training Methodology

Training Outline

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Course Registration Guide

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