advanced esg: principles and practice · 2021. 6. 15. · masterclass andrea marmolejo online...

www.glceurope.com

Advanced ESG: Principles and Practice MasterClass

Andrea Marmolejo

Online MasterClass 11-12 November 2021

Key TaKeaways

• WhatisESGandhowitimpactsinvestmentdecisions• WhatarekeyE,SandGissuesaffectingcorporationsandtheirrating• DatasourcesanddatasetsusedtoanalysecorporateESGperformance• AlternativemethodologiestoincorporateESGfactorsacrossassetclasses• ESGfinancialperformanceandimpactoncompanymarketvaluations• DifferencebetweenESGandImpactInvesting• KeycurrentESGtrends• AdditionalESGreadingmaterial

[email protected] +36 1 848 0515www.glceurope.com

11-12 November, 2021Online MasterClass


Course overview

who should attend?

Methodology

Environmental, Social, Governance (ESG) investing is gaining traction as mainstreamplayersarenowconsideringthefinancialandriskmanagementbenefitsofadheringtosomeformofESGintegrationandmonitoring,whileatthesametimefindtheneedtorespondtotheincreasingdemandforresponsibleinvestmentsthatcomefrommillennialsandtheneedtocomplywithnewregulation.

ESGPrinciples&PracticewillprovideinsightsonwhatisESG,whydoesitmatterandwhatistheimpactofESGintegrationoninvestmentdecisions.ItwillalsodelveintoalternativeESGintegrationmethodologies,explorecurrentESGtrends,challengesfacedinmeasurementandreporting,andexplorethedifferencesbetweenESGandimpactinvesting.

• PortfoliomanagersandresearchanalyststhatareincorporatingESGintotheirinvestmentprocess(beginnersandintermediatelevel)

• SalesteamsthatseekfurtherunderstandingonESGrelevance,methodologiesandESGhow-toinordertobetterserveandbetter

• CFOs and other finance team members that want to deepen their ESGknowledgetodevelopinternaltools,frameworksandreportingthatisinlinewithinvestor’sneedsandrequirements

• InvestorRelationsteamsthatneedfurtherinsightoninvestor’sperceptionsonESGrisksandopportunitiesandwanttocommunicateeffectivelytothemarket(investors,analysts,etc.)theircompany’ssustainabilityjourney

• Otherserviceprofessionalsthatareactivelyengagedwithclientsthatareactivelypursuing or shaping a sustainability agenda who would greatly benefit fromunderstandingthecomplexitiesthattheirclientsarecurrentlygrapplingwith.

Lectures,interactivepolls,casestudies,Q&Asessions




Andrea MarmolejoDirectorBlue Topaz Capital

andrea Marmolejo is a sustainable finance expert, founder and Managing Partner at Blue Topaz Capital, where she

advises clients on their ESG and impact investing strategies. She develops bespoke purpose-led financial products

for impact investors, advises on ESG mandates from policy, to integration & engagement, and advises Fortune

500 corporations on aligning their corporate and social innovation strategy with SDGs (Sustainable Development

Goals). Throughout her career, Andrea set up and managed thematic investment funds, managed private equity

and hedge fund portfolios for funds such as Regency Capital and Caxton Associates, and advised DFID and the

World Bank on their impact investing strategy in South Asia and East Africa.

Prior to her investment roles, Andrea was Head of Latin American Utilities Research at Goldman Sachs and a

strategy consultant at McKinsey&Co. Andrea is a Harvard MPA, and she serves as board member and Trustee at

Frontline Aids and Reall, as member of the Investment Committee at the Lankelly Chase Foundation and Oxfam

EDP, and as member of the Sustainable Investment Committee at Handelsbanken Wealth and Asset Management.


All dates and times are expressed in UTC/GMT+2 on the Agenda (CET Time Zone).



Connection to the Online MasterClass Connection to the Online MasterClass09:50 09:50

10:00 10:00

11:1511:15

12:45

14:15

15:00

13:15

15:15

13:30

15:15

ESG Definition

• Stakeholder management, risks and opportunities• ESG Vs SRI

ESG Current Trends & Thematic Investments (selection of current themes that are gaining traction)

1. Climate risk2. Human rights / supply chain3. Inequality / D&IESG Factors (E, S, & G) & Materiality

ESG market size, growth rate and growth factors

• ESGfinancialPerformance

ESG Reporting & Regulations

• What is new and why it matters• TCFD• ESG Standards

ESG evolution going forward

• Ratings Vs proprietary scorecards• AI / Big data Vs human perspective

ESG & Impact Investing: Differences and Convergence

• Impact Investing definition andcharacteristics

• SDGs

ESG resources for further reading

• (Specificdocuments/websites)

Break out groups

Feedback/Evaluation session

ESG data sources and data providers

• ESG data quality and other issues• Taxonomy• ESG ratings• Dynamic ESG measurement

Integrating qualitative and quantitative factors

• Integration methodologies for different asset classes /Developmentofscorecards

Break out groups

Group discussion

ESG impact on Valuations

Tea&CoffeeBreak 11:00 11:00 Tea&CoffeeBreak

CoffeeBreak15:00

Endofday116:00 Endofday215:25

Lunch Break12:30

CoffeeBreak14:00

12:00 Lunch Break

day1 day2


Upcoming Events

FINANCIAL EVENTS

• Advanced Risk Based Audi� ng MasterClass

• Advanced Risk Based Pricing MasterClass

• Stress Tes� ng MasterClass

• FinTech M&A MasterClass

• 9th Annual Retail and Corporate Payments Forum (BizzPay 9.0)

May 2021

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TBA

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PHARMACEUTICAL EVENTS• Pharma Real-World Evidence MasterClass

• Medical Device Regula� on MasterClass

• Regulatory and quality requirements for the design and

development of Medical Device So� ware MasterClass

• Analy� cal Chemistry for Non Analy� cal Chemists MasterClass

• Process Valida� on for Biotechnological Products MasterClass

• Development of generics: From R&D to GMP MasterClass

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MasterClass

• Advanced CMC MasterClass

• Risk Based Valida� on of Laboratory Computerised Systems

MasterClass

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MasterClass

• Pharma Cybersecurity Risk Management and Audit MasterClass

• Benefi t-Risk Assessment in Pharmacovigilance MasterClass

• Con� nuous Manufacturing Processes for Biotechnological

Products MasterClass

• 6th Annual Pharma Pricing & Reimbursement Forum

HUMAN RESOURCES EVENTS • Talent Development in Remote Working MasterClass

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• Learning & Development to a� ract and retain talent MasterClass

CROSS INDUSTRY EVENTS • C#/ML.NET Machine Learning MasterClass

• Women in Leadership MasterClass

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• Leadership in Safety Virtual Workshop

• Turnaround and Shutdown Management MasterClass

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advanced esg: principles and practice · 2021. 6. 15. · masterclass andrea marmolejo online...

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