Certified Capital Market Professional – Sustainable and Responsible Investment 1 (CCMP-SRI1)

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Certified Capital Market Professional – Sustainable and Responsible Investment 1 (CCMP-SRI1)

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HRD Corp Registered Course/Programme No.: 10001433523

In today’s dynamic business landscape, sustainability is no longer a niche concern; it’s a strategic imperative. Professionals across all sectors and functions must be equipped to navigate the complexities of ESG and sustainable finance. CCMP – SRI1 is a programme that provides this understanding of sustainability, ESG and sustainable and responsible investment (SRI)

 Entry Requirements

  • Degree/professional qualification from recognised institution; or Diploma from recognised institution with minimum 3 years relevant capital market and/or sustainability-related experience
  Completion Requirements

Completion of the programme is upon fulfillment of all requirements below:

  1. Completion of e-learning modules;
  2. Completion of workshops;
  3. Completion of collaborative learning;
  4. Passing the formative and summative assessments

 
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Programme Overview

Corporate sustainability has come a long way from the environmental concerns of the 1970s. Today, sustainability is a strategic business consideration driven by various market forces and encompasses environmental, social and governance issues. It poses opportunities and risks to businesses, and defines what growth needs to look like for a sustainable future.  Stakeholders are driving this agenda, both as a minimum expectation for business continuity and as a market differentiator for increased competitiveness. This includes, among others:

  • An exponentially increasing number of governments who are introducing environmental, social and governance (ESG) requirements and carbon pricing into law,
  • Large companies who are relying on their global supply chains to reduce their carbon footprint and to mitigate labour practice risks, and
  • Investors and financial institutions who are screening and stewarding key ESG considerations.

Professionals in all sectors and functions today are expected to understand, contribute to, and lead the sustainability pursuits of the company. There is no doubt that sustainability and sustainable finance presents a sharp learning curve, but the ability and speed to gain this understanding is a critical factor of success for companies today.

CCMP-SRI1 is a programme that provides this understanding of sustainability, ESG and sustainable and responsible investment (SRI) which is designed for research analysts, corporate finance advisers, investment product structurers, fund managers, compliance officers, aspiring sustainability analysts, risk managers, other professionals in the capital markets and financial services industry and those involved in investment and asset ownership decision making.

 

Programme Objective

This programme is designed to equip participants with deeper understanding of sustainability, ESG and SRI including concepts, global and regulation requirements, key standards, frameworks, taxonomy, risks, product structuring and the role and importance of sustainable and responsible investments.

 

Learning Outcomes

Upon completion of this e-learning, participants will be able to:

  1. Determine key sustainability factors, concepts, principles, strategies and methodologies to assess a corporate sustainability framework
  2. Apply SRI concepts, principles, strategies and methodologies to integrate and structure basic capital market products according to Malaysian regulatory requirements, established taxonomy, standards and best practices
  3. Conduct assessment of basic SRI products based on established methodologies, relevant data and criteria to determine compliance or alignment to Malaysian regulatory frameworks, established taxonomy, standards and best practices to advise on product recommendations

Methodology

Certified Capital Market Professional – Sustainable and Responsible Investment 1 (CCMP-SRI1) is conducted via blended mode and comprises the following components:

  1. eLearning Programme (eLearning modules)
  2. Workshops
  3. Collaborative Learning
  4. Assessment

Competencies

  • Core (Regulatory) – Corporate Governance (Proficiency Level 3)
  • Foundational (Product) – Capital Market Regulations (Proficiency Level 3)
  • Foundational (Product) – Sustainable and Responsible Investment Products (Proficiency Level 3)
  • Functional (Technical) – Sustainability / SRI Analysis (Proficiency Level 3)

Entry Requirements

  • Degree/professional qualification from recognised institution; or
  • Diploma from recognised institution with minimum 3 years relevant capital market and/or sustainability-related experience

Duration of Modules

The total duration for CCMP-SRI1 programme is approximately 12 weeks (3 months).

  1. eLearning Modules (8 Modules) = 30 minutes per module
  2. Workshops (6 workshops) = 1-day workshop per week
  3. Collaborative Learning = 1.5 days
  4. Summative Assessment = 1.5 hours

Target Audience

Research analysts, corporate finance advisers, investment product structurers, fund managers, compliance officers, aspiring sustainability analysts, risk managers, other professionals in the capital markets and financial services industry and those involved in investment and asset ownership decision making and aspiring new entrants.

Sustainability officers, board of directors, senior management, thought-leaders, professionals of public listed companies, small medium enterprises (SMEs)/business owners, C-suites, corporates, government employees and other policy makers and retail Investors will also benefit particularly from the modules in the Essentials of Sustainability and the ESG Risks & Integration buckets.

Completion Requirements

Completion of the programme is upon fulfillment of all requirements below:

  1. Completion of e-learning modules;
  2. Completion of workshops;
  3. Completion of collaborative learning;
  4. Passing the formative and summative assessments

eLearning Modules Programme Outline

OVERVIEW

This e-learning programme consists of eight (8) modules covering the essentials of sustainability, environmental, social and governance (ESG) risks and integration and sustainable and responsible investment (SRI) product structuring.

 

OBJECTIVE

The e-learning programme is designed to equip and provide participants with an understanding on the fundamentals of sustainability, environmental, social and governance (ESG) and sustainable responsible investment (SRI), its concepts, regulatory environment, standards, frameworks, products, and risk.

 

LEARNING OUTCOMES

By the end of the e-learning programme, participants will be able to:

  1. Explain key sustainability concepts, principles, practices, regulatory requirements, common standards and best practice methodologies to be integrated into an organisation’s goals and strategy;
  2. Implement an organisation’s sustainability disclosure and reporting to drive business priorities, manage ESG risks, ensure regulatory compliance, and meet stakeholder expectations;
  3. Apply SRI concepts, principles and practices to structure capital market products that support economic, environmental, social and governance aspirations, and
  4. Assess capital market products on their alignment with sustainability principles, objectives, taxonomy and standards based on disclosed information and data.

Module 1: Overview of Sustainability, ESG and SRI

Module 1: Overview of Sustainability, ESG and SRI
Recommended learning hours 30 minutes
Overview This module provides participants a view of the fundamentals of sustainability, ESG and SRI. As one of the fastest growing transformational corporate concepts in decades, sustainability is becoming a top agenda item of many stakeholder groups. This module defines sustainability and its components to support corporations and the financial sector in making this transition.
Objective At the end of this module, participants will be able to:

  1. Explain the definitions of environmental, social and governance pillars
  2. Identify the drivers of sustainability within stakeholder groups such as government, the financial sector, investors, customers, employees and consumers.
  3. Explain the importance and drivers of corporate sustainability
  4. Discuss the role of sustainable and responsible investments and its role in the capital market
  5. Describe the impact and importance of sustainability and the link to SRI
Topics This module will cover the following:

  1. Key Reasons for the Widespread Adoption of Sustainability
  2. Importance and Drivers of Corporate Sustainability
  3. Definition of Corporate Sustainability and ESG
  4. Role and Importance of Financial Markets and Players
  5. Definition and Importance of Sustainable and Responsible Investments (SRI)
ICF
  1. Core (Regulatory) – Corporate Governance (Proficiency Level 3)
  2. Foundational (Product) – Capital Market Regulations (Proficiency Level 3)
  3. Foundational (Product) – Sustainable and Responsible Investment Products (Proficiency Level 3)
  4. Functional (Technical) – Sustainability / SRI Analysis (Proficiency Level 3)

Module 2: Global and Local Sustainability Landscape and Adoption

Module 2: Global and Local Sustainability Landscape and Adoption
Recommended learning hours 30 minutes
Overview This module provides a view of sustainability developments globally and in Malaysia. It covers key concepts in the environmental, social and governance pillars. The module details a sustainability adoption methodology that can be employed by corporations for a structured transformation.
Objective At the end of this module, participants will be able to:

  1. Identify the global and local developments in sustainability and SRI
  2. Explain key concepts in environmental, social and governance pillars
  3. Discuss the phases in sustainability adoption methodology
  4. Apply a corporate sustainability adoption process
Topics This module will cover:

  1. Global and Local Developments in Sustainability
  2. Global and Local Developments in SRI
  3. Key Concepts in the Environmental Pillar
  4. Key Concepts in the Social Pillar
  5. Key Concepts in the Governance Pillar
  6. Corporate Sustainability Adoption Methodology
ICF
  1. Core (Regulatory) – Corporate Governance (Proficiency Level 3)
  2. Foundational (Product) – Capital Market Regulations (Proficiency Level 3)
  3. Foundational (Product) – Sustainable and Responsible Investment Products (Proficiency Level 3)
  4. Functional (Technical) – Sustainability / SRI Analysis (Proficiency Level 3)

Module 3: Business Levers and Concepts in Sustainability

Module 3: Business Levers and Concepts in Sustainability
Recommended learning hours 30 minutes
Overview This module provides a view of sustainability as a growth strategy; and a review of three opportunity levers for business planning considerations. These three levers can pose a threat or an opportunity and form the basis of the integration of sustainability into core business strategy.
Objective At the end of this module, participants will be able to:

  1. Explain the three levers of sustainability in business
  2. Describe sustainability initiatives for the company supporting each pillar
  3. Apply sustainability into business practices and supply chain
  4. Describe the fundamentals of carbon markets
Topics This module will cover:

  1. Business Strategies Ranging from Threat to Opportunity
  2. Lever 1: Reducing Risks
  3. Lever 2: Maximising Profits
  4. Lever 3: Unlocking Growth
  5. Adopting Sustainability in Supply Chains
  6. Overview of Carbon Credits and Trading
ICF
  1. Core (Regulatory) – Corporate Governance (Proficiency Level 3)
  2. Foundational (Product) – Capital Market Regulations (Proficiency Level 3)
  3. Foundational (Product) – Sustainable and Responsible Investment Products (Proficiency Level 3)
  4. Functional (Technical) – Sustainability / SRI Analysis (Proficiency Level 3)

Module 4: Global and Local Sustainability Regulations and Guidance

Module 4: Global and Local Sustainability Regulations and Guidance​
Recommended learning hours 30 minutes
Overview This module provides a view of global and local regulations including the European Union (EU), the United States (US) and Malaysia, as well as a detailed review of disclosure guidance from Securities Commission Malaysia (SC), Bank Negara Malaysia (BNM) and Bursa Malaysia.
Objective At the end of this module, participants will be able to:

  1. Explain the importance of global notable ESG regulations
  2. Describe the Malaysian regulatory landscape and its disclosure regulations and guidance
  3. Describe the regulator’s role in driving Malaysia’s sustainable development, SRI and ESG
  4. Discuss the impact of sustainability regulation and standards on capital market players
Topics This module will cover:

  1. Overview of Global Regulations (EU CSRD, SFDR and CBAM, US SEC)
  2. Malaysian Regulations
  3. Disclosure Regulations and Guidance from Securities Commission Malaysia (CMP3, SRI Roadmap, Guidelines of SRI Funds, SEDG, MCCG, SRI Sukuk Framework, Islamic Fund and Wealth Management Blueprint) (SRI Taxonomy is covered in a later module)
  4. Disclosure Regulations and Guidance from Bank Negara Malaysia (Climate Risk Management and Scenario Analysis (CRMSA), TCFD Application Guide, Climate Risk Stress Testing (CRST), Value-Based Intermediation (VBI, Financial Sector Blueprint) (CCPT is covered in a later module)
  5. Disclosure Regulations and Guidance from Bursa Malaysia (Amended Listing Requirements, FTSE4Good Evaluation)
ICF
  1. Core (Regulatory) – Corporate Governance (Proficiency Level 3)
  2. Foundational (Product) – Capital Market Regulations (Proficiency Level 3)
  3. Foundational (Product) – Sustainable and Responsible Investment Products (Proficiency Level 3)
  4. Functional (Technical) – Sustainability / SRI Analysis (Proficiency Level 3)

Module 5: ESG Measurement and Reporting

Module 5: ESG Measurement and Reporting
Recommended learning hours 30 minutes
Overview This module provides a view of ESG data requirements, tracking, disclosure, evaluation and rating; and a detailed review of scoring by rating agencies. This will enable participants to make an informed decision on the selection, disclosure and evaluation of an organisation’s sustainability disclosures.
Objective At the end of this module, participants will be able to:

  1. Explain the importance, benefits and challenges of ESG reporting,
  2. Describe the components of ESG data management framework
  3. Differentiate ESG reporting and evaluation frameworks
  4. Apply appropriate ESG reporting frameworks within an organisation
Topics This module will cover:

  1. Importance of ESG Reporting
  2. Benefits and Challenges of ESG Reporting
  3. ESG Data Management and Technology
  4. Selected ESG Reporting Frameworks
  5. Selected ESG Evaluation Frameworks
  6. Selected Environmental Frameworks
  7. Selected Social Frameworks
ICF
  1. Core (Regulatory) – Corporate Governance (Proficiency Level 3)
  2. Foundational (Product) – Capital Market Regulations (Proficiency Level 3)
  3. Foundational (Product) – Sustainable and Responsible Investment Products (Proficiency Level 3)
  4. Functional (Technical) – Sustainability / SRI Analysis (Proficiency Level 3)

Module 6: ESG Risk Management

Module 6: ESG Risk Management
Recommended learning hours 30 minutes
Overview This module provides a view of the significance of ESG risk globally and the relevant frameworks to leverage. It provides a general risk framework and discusses the implications of greenwashing.
Objective At the end of this module, participants will be able to:

  1. Describe the importance of ESG risk management
  2. Explain the application of ESG risk globally
  3. Distinguish ESG risk management tools in various key frameworks
  4. Analyze the intricacies of greenwashing and its implications
Topics This module will cover:

  1. Importance of ESG Risk Management
  2. ESG Risk Management Global Guidance
  3. ESG Risk Management in ISSB
  4. ESG Risk Management in FTSE4Good
  5. ESG Risk Management in UNPRI
  6. ESG Risk Management Framework
  7. Overview of Greenwashing
  8. Greenwashing Illustrations
ICF
  1. Core (Regulatory) – Corporate Governance (Proficiency Level 3)
  2. Core (Regulatory) – Risk Management (Level 3)
  3. Foundational (Product) – Capital Market Regulations (Proficiency Level 3)
  4. Foundational (Product) – Sustainable and Responsible Investment Products (Proficiency Level 3)
  5. Functional (Technical) – Sustainability / SRI Analysis (Proficiency Level 3)

Module 7: Overview of SRI Taxonomies

Module 7: Overview of SRI Taxonomies
Recommended learning hours 30 minutes
Overview This module provides a view of global and local SRI taxonomies and how they serve different parties in the alignment of commercial activities. It covers the different taxonomies and presents the underpinning principles. The module also provides guiding steps to help apply a chosen taxonomy.
Objective At the end of this module, participants will be able to:

  1. Describe the function and importance of standardised taxonomies
  2. Explain the variances of principles and definitions in taxonomies (EU Taxonomy, ASEAN Taxonomy, SRI Taxonomy, Climate Change Principles-based Taxonomy)
  3. Apply the principles of taxonomy to conclude activity classifications
Topics This module will cover:

  1. Objectives of Sustainability Taxonomies
  2. Importance of a Unified Taxonomy
  3. EU Taxonomy
  4. ASEAN Taxonomy
  5. Securities Commission Malaysia’s SRI Taxonomy (Environmental, Social, Sustainability Components)
  6. Bank Negara Malaysia’s Climate Change Principles-based Taxonomy
  7. Application of an SRI taxonomy
ICF
  1. Core (Regulatory) – Corporate Governance (Proficiency Level 3)
  2. Foundational (Product) – Capital Market Regulations (Proficiency Level 3)
  3. Foundational (Product) – Sustainable and Responsible Investment Products (Proficiency Level 3)
  4. Functional (Technical) – Sustainability / SRI Analysis (Proficiency Level 3)

Module 8: SRI and the Malaysian Capital Market

Module 8: SRI and the Malaysian Capital Market
Recommended learning hours 30 minutes
Overview This module provides a view of the varying structures of capital markets in Malaysia, the range of ESG investment approaches, the different types of products and the structuring process and considerations.
Objective At the end of this module, participants will be able to:

  1. Describe the nuances of the the capital market ecosystem spanning SRI markets, the Islamic capital market and the Malaysian capital market
  2. Explain the 5 different types of ESG investment approaches and types of sustainable investments
  3. Explain key considerations to integrate ESG in structuring SRI products
Topics This module will cover:

  1. Overview of SRI Markets
  2. Overview of the Islamic Capital Market
  3. Overview of Malaysian Capital Market
  4. Capital Market Players and Roles
  5. ESG Investment Approaches
  6. Types of Sustainable Investments
  7. Structuring of SRI Products
  8. ESG in Multi-Asset Portfolio
  9. Practical ESG Considerations in a Portfolio
ICF
  1. Core (Regulatory) – Corporate Governance (Proficiency Level 3)
  2. Foundational (Product) – Capital Market Regulations (Proficiency Level 3)
  3. Foundational (Product) –  Capital Market Fundamentals (Proficiency Level 3)
  4. Foundational (Product) – Sustainable and Responsible Investment Products (Proficiency Level 3)
  5. Functional (Technical) – Sustainability / SRI Analysis (Proficiency Level 3)

Workshops Programme Outline

OVERVIEW

In today’s dynamic landscape, organizations are increasingly recognizing the importance of integrating sustainability into their business strategies. On the other hand, investors are also becoming more aware on the need for sustainable and responsible investments. This increased awareness is driven by deepening understanding on the importance of sustainability and environmental, social and governance (ESG) aspects. There have been rapid developments in the sustainability space including issuances of new frameworks, guidance, and taxonomies where organizations are leveraging these resources to navigate the complexities of sustainable practices within their organizations.

 

OBJECTIVE

The workshops are designed to equip and expose participants with in-depth knowledge and application of latest developments in sustainable practices, reporting and taxonomies, integrating sustainability into investment making decisions, and aligning and structuring SRI products.

 

LEARNING OUTCOMES

By the end of workshops, participants will be able to:

  1. Apply ESG analysis and integration techniques across various industry sectors for portfolio construction and investment making decisions
  2. Explain the latest developments in sustainability practices and reporting frameworks
  3. Apply step-by-step approach in implementing a sustainability programme
  4. Analyse ESG data using the tools and techniques to provide better investment outcomes
  5. Explain the role and impact of sustainability taxonomies to the global developments and the application at organisation level
  6. Apply tools and techniques for SRI Integration into the portfolio management process for various asset classes

Workshop 1: Integrating Sustainability - Part 1 (Introduction to Environment, Social and Governance: Factors, Risks & Opportunities)

Workshop 1: Integrating Sustainability – Part 1 (Introduction to Environment, Social and Governance: Factors, Risks & Opportunities)
Interactive presentations and Question-and-Answer (Q&A) sessions
Competencies
  • Foundational (Product) – Capital Market Environment (Proficiency Level 3)
  • Foundational (Product) – Capital Market Regulations (Proficiency Level 3)
  • Foundational (Product) – Sustainable and Responsible Investment Products (Proficiency Level 3)
  • Functional (Technical) – Sustainability / SRI Analysis (Proficiency Level 3)
  • Functional (Process) – Investment Product Management (Proficiency Level 3)
Duration 8 hours (1 day)
Venue/Mode Webinar
Overview  This workshop focuses on the core concepts of integrating environmental, social, and governance (ESG) issues in investing. This includes understanding the evolution of ESG considerations, their impact on investment decisions, and the challenges and benefits of adopting ESG.

This workshop also covers industry-specific applications and the materiality of ESG issues which includes analysing how ESG factors affect industry and company performance.
Objective This webinar aims to equip participants with a comprehensive understanding of ESG factors, their relevance in investment, and how they can be integrated into investment processes. It also enables participants to apply ESG analysis and integration techniques across various industry sectors, understanding the material impact of ESG factors.
Learning Outcomes By the end of the webinar, participants will be able to:

  1. Explain the essentials of ESG from the environment, social and governance factors and its relevance to making financial decisions
  2. Examine the 5 pathways of materiality and its effects on ESG
  3. Explain the influence of stakeholders in driving corporate ESG performance
  4. Analyse the risks and opportunities in ESG
  5. Apply best practices for ESG management at organisational-level
  6. Explain the different standards and frameworks for ESG Reporting
  7. Discuss ESG issues related to sustainability trends and themes within the investment industry

 

TIME TOPICS
9.00am Introduction to ESG in Investing

  • Define ESG
  • Historical perspective and evolution of ESG
  • The ESG Market:  ESG investing in numbers, Market drivers of ESG and challenges in ESG integration

Introduction to Environmental, Social, Governance Factors & Concepts

  • Environmental Factors
  • Social Factors
  • Governance Factors
  • 5 Pathways of Materiality
  • Case Studies
10.30am Break
10.45am Corporate Pressures & Stakeholder Expectations

  • Stakeholders and their Expectations
  • Modern Demands on the Supply Chain
1.00pm Lunch
2.00pm ESG Risks

  • ESG Risks and Business Context (Environmental Risk, Social Risk, Governance Risk)
  • ESG Risk Frameworks, Methodologies and Standards
  • Aligning Enterprise Risk Management and ESG
  • Emerging ESG Risks Beyond Greenwashing
  • Key Learnings from the Pandemic and Business Responses

ESG-Management at the Organisational Level

  • Corporate Management of ESG and Opportunities
  • Reporting, Transparency and Valuation
  • Costs of Conflict
  • ESG & Competitive Advantage
  • Case Studies
3.30pm Break
3.45pm ESG Reporting and Disclosure

  • Standards and frameworks for ESG reporting.
  • Importance of transparency and accountability in ESG disclosures.

Future of ESG Investing

  • Emerging trends and future outlook in ESG investing.
  • Role of technology and innovation in advancing ESG goals.
5.00pm End of programme

Workshop 2: Integrating Sustainability - Part 2 (ESG Investing: From Measurement to Management)

Workshop 2: Integrating Sustainability – Part 2 (ESG Investing: From Measurement to Management)
Methodology Interactive presentations and Question-and-Answer (Q&A) sessions
Competencies
  • Foundational (Product) – Capital Market Environment (Proficiency Level 3)
  • Foundational (Product) – Capital Market Regulations (Proficiency Level 3)
  • Foundational (Product) – Sustainable and Responsible Investment Products (Proficiency Level 3)
  • Functional (Technical) – Sustainability / SRI Analysis (Proficiency Level 3)
  • Functional (Process) – Investment Product Management (Proficiency Level 3)
Duration 8 hours (1 day)
Venue/Mode Webinar
Overview  This workshop provides participants with the knowledge and skills necessary to effectively integrate environmental, social, and governance (ESG) factors into the investment process.  This workshop will cover various aspects of ESG analysis, valuation, integration, and portfolio construction and management, enabling participants to develop ESG-focused investment strategies that align with their clients’ values and financial objectives. Finally, participants will also be exposed to engagement and stewardship approaches to guide their portfolio companies.
Objective This workshop aims to equip participants in applying ESG analysis and integration techniques across various industry sectors for  portfolio construction and management. This programme also exposes participants on the various ways to engage with portfolio companies
Learning Outcomes By the end of the workshop, participants will be able to:

  1. Describe the 4 Step process of ESG Measurement and Management
  2. Explain how ESG can be embedded within client investment mandates/portfolio guidelines
  3. Apply qualitative and quantitative approaches of integrating ESG analysis across a range of asset classes
  4. Explain the approaches for integrating ESG into the portfolio construction and management process
  5. Explain the key mechanisms for reporting on and monitoring performance and mandate alignment with portfolio objectives
  6. Describe the various methods of engagement and stewardship

 

TIME TOPICS
9.00am Introduction: Insights from the Donut

  • The 4 Step process of ESG Measurement and Management
  • 5 Dimensions of Impact
  • The ESG Integration Framework: Insights from the Donut

Step 1: Set Strategy

  • Clarifying client needs: defining the ESG investment strategy
  • Tailoring ESG investment approach to client expectations
  • The 5 step process to Mandate Construction
10.30am Break
10.45am Step 2: Analyse, Value and Integrate

  • ESG Integration Overview
  • What ESG Integration Is and Is not
  • Materiality assessment across industry and company performance
  • Quantitative and Qualitative approaches to ESG Analysis and Integration
  • Case study 1: ESG in Equity Analysis
  • Case study 2: ESG in Fixed Income Analysis
1.00pm Lunch
2.00pm Step 3: Construct Portfolio

  • Introducing ESG integration within portfolio construction and management
  • The 6 Approaches to managing ESG portfolios

Step 4: Monitor and Feedback

  • Holding managers to account: monitoring delivery
  • Holding managers to account: measurement and reporting
  • Monitoring ESG risk
  • 3rd party tools (Bloomberg, etc)
3.30pm Break
3.45pm Managing ESG risks and Stewardship

  • Governance and strategy in managing risks
  • Appropriate methods to establish an engagement and stewardship approach
  • Different types of engagement across a range of asset classes
5.00pm End of programme

Workshop 3: Developments in Sustainability Practices and Reporting - Disclosures and Assessment

Workshop 3: Developments in Sustainability Practices and Reporting – Disclosures and Assessment
Methodology Interactive presentations and Question-and-Answer (Q&A) sessions
Competencies
  • Foundational (Product) – Capital Market Environment (Proficiency Level 3)
  • Foundational (Product) – Capital Market Regulations (Proficiency Level 3)
  • Foundational (Product) – Sustainable and Responsible Investment Products (Proficiency Level 3)
  • Functional (Technical) – Sustainability / SRI Analysis (Proficiency Level 3)
  • Functional (Process) – Investment Product Management (Proficiency Level 3)
Duration 8 hours (1 day)
Venue/Mode Webinar
Overview  This workshop provides comprehensive understanding of the latest developments in sustainability practices and reporting focusing on key areas such as environmental, social, and governance (ESG) factors, disclosures, assessment methodologies, and the integration of sustainability into business strategy.
Objective This workshop aims to equip participants with the current trends and developments in sustainability practices, sustainability reporting standards and disclosure requirements and integrating sustainability practices into business operations.
Learning Outcomes By the end of the workshop, participants will be able to:

  1. Identify global and industry-specific trends in sustainability, including regulatory changes and stakeholder expectations.
  2. Differentiate various sustainability reporting frameworks such as GRI, SASB, and TCFD.
  3. Describe methodologies for assessing environmental and social impacts and integrating into business strategy and operations.
  4. Demonstrate skills to effectively communicate sustainability performance to stakeholders and comply with disclosure requirements.
  5. Discuss the alignment of sustainability practices with overall business strategy leads to long-term value creation.

 

TIME TOPICS
9.00am Introduction to Sustainability in Business

  • Overview of ESG and Sustainability
  • Evolution of Corporate Social Responsibility to ESG/ Sustainability
  • Difference between CSR and ESG/Sustainability
  • Sustainable Finance
  • The Business Case for Sustainability

Global and Industry Trends

  • Prevalent Sustainability Issues
  • Sustainability Updates and Trends to Watch
  • Industry-Specific Sustainability Challenges and Opportunities
10.30am Break
10.45am Sustainability Reporting and Disclosures

  • Adoption of Key Reporting Frameworks (GRI, SASB, TCFD, TNFD, FTSE4Good Index Series, FTSE4Good Bursa Malaysia Index)
  • Bursa Sustainability Reporting
  • ACSR
  • SEDG
  • Key Challenges in Sustainability Reporting
  • Best Practices in Sustainability Reporting
1.00pm Lunch
2.00pm Sustainability Programme Implementation (Step-by-step)

  • Defining Sustainability Objectives and Goals
  • Prioritizing Sustainability Issues Based on Importance to Stakeholder
  • Developing Sustainability Policy and Garnering Buy-in
  • Collecting Sustainability Data
  • Selecting Relevant ESG Framework(s) to Follow
  • Creating a Roadmap with Dedicated Timeline, Budget and Actions
3.30pm Break
3.45pm Effective Communication and Stakeholder Engagement

  • Communicating Sustainability: Strategies and Challenges
  • Engaging with Stakeholders: Investors, Customers, and Communities
  • Guidance for Malaysian stakeholders: Sustainability Reporting Guide by Bursa Malaysia, Simplified ESG Disclosure Guide by SC
  • Workshop: Crafting a Sustainability Report
5.00pm End of Programme

Workshop 4: Improving SRI Decision Making - The Quality of ESG Data

Workshop 4: Improving SRI Decision Making – The Quality of ESG Data
Methodology Interactive presentations and Question-and-Answer (Q&A) sessions
Competencies
  • Foundational (Product) – Capital Market Environment (Proficiency Level 3)
  • Foundational (Product) – Capital Market Regulations (Proficiency Level 3)
  • Foundational (Product) – Sustainable and Responsible Investment Products (Proficiency Level 3)
  • Functional (Technical) – Sustainability / SRI Analysis (Proficiency Level 3)
  • Functional (Process) – Investment Product Management (Proficiency Level 3)
Duration 8 hours (1 day)
Venue/Mode Physical
Overview  This workshop aims to improve decision-making in Sustainable and Responsible Investment (SRI) by providing a better grasp of Environmental, Social, and Governance (ESG) data quality from obtaining, evaluating, and using ESG data efficiently in SRI contexts.
Objective This workshop aims to to equip participants on the criticality of ESG data quality in SRI decision-making, provide insights into the challenges adhering to good practice in ESG data quality, variability and interpretation and develop skills for assessing, interpreting, and integrating high-quality ESG data into SRI decision making.
Learning Outcomes By the end of this program, participants will be able to:

  1. Describe the key concepts and importance of ESG data in the context of SRI.
  2. Identify common challenges in sourcing and verifying ESG data.
  3. Explain methodologies used for analysing and interpreting ESG data.
  4. Illustrate the integration of ESG data insights into SRI decision-making processes for better investment outcomes.
  5. Compare various ESG reporting standards and how they impact data quality and usability.

 

TIME TOPICS
9.00am Introduction to ESG Data in SRI

  • Overview of ESG Data: Importance and Role in SRI
  • The Evolution of ESG Data Collection and Reporting
  • Understanding the ESG Data Ecosystem

Challenges in ESG Data Quality

  • Common Issues with ESG Data: Reliability, Consistency, and Transparency
  • Case Studies: ESG Data Challenges and Their Impact on Investments
  • Group Discussion: Identifying Data Quality Issues in Real-world Scenarios
  • Session Recap
10.30am Break
10.45am Techniques for ESG Data Analysis

  • Tools and Methodologies for Analyzing ESG Data
  • Integrating Quantitative and Qualitative ESG Data
  • Group Discussion: Hands-on ESG Data Analysis Exercise
1.00pm Lunch
2.00pm  Improving SRI Decision Making with Quality ESG Data

  • Best Practices in Applying ESG Data in Investment Analysis
  • Overcoming Data Limitation issues
  • Climate Data Catalogue by the Joint Committee on Climate Change (JC3)
  • Session Recap
3.30pm Break
3.45pm Navigating ESG Reporting and Standards

  • Overview of ESG Reporting Standards (ISSB, GRI, SASB, TCFD, TNFD, Bursa)
  • The Role of Standards in Enhancing ESG Data Quality
  • TCFD Application Guide for Malaysian Financial Institutions by JC3
  • Future Trends in ESG Reporting and Implications for SRI
  • Session Recap
5.00pm End of Programme

Workshop 5: Sustainability Taxonomies: Developments Across the Globe

Workshop 5: Sustainability Taxonomies: Developments Across the Globe
Methodology Interactive presentations and Question-and-Answer (Q&A) sessions
Competencies
  • Foundational (Product) – Capital Market Environment (Proficiency Level 3)
  • Foundational (Product) – Capital Market Regulations (Proficiency Level 3)
  • Foundational (Product) – Sustainable and Responsible Investment Products (Proficiency Level 3)
  • Functional (Technical) – Sustainability / SRI Analysis (Proficiency Level 3)
  • Functional (Process) – Investment Product Management (Proficiency Level 3)
Duration 8 hours (1 day)
Venue/Mode Webinar
Overview  This workshop provides insights on what sustainable taxonomies entail in terms of framework, concept and drivers including SRI focused taxonomies across the globe, as benchmarks for the development of taxonomies in the region and Malaysia. This programme will help participants to advice their organisations on the application of sustainable taxonomies for business strategies and agile models in the pursuit of ESG and better environmental, social and governance practices and aspirations by examining how international corporations are aligning their businesses to global standards and requirements
Objective This workshop aims to equip participants with an in-depth understanding of the role and impact of sustainability taxonomies to the global developments and the application at organisation level
Learning Outcomes By the end of the webinar, participants will be able to:

  1. Explain sustainability taxonomy and why they are crucial in today’s global economic landscape.
  2. Compare key global developments in sustainability taxonomies, including major models from the EU, China, and market-based taxonomies.
  3. Analyse and compare different international sustainability taxonomies.
  4. Apply these taxonomies in thematic bond issuance, investment analysis, corporate sustainability reporting, and policy making.

 

TIME TOPICS
9.00am Introduction to Sustainability Taxonomies

  • Defining Sustainability Taxonomies: Purpose and Scope
  • The Role of Taxonomies in ESG and Sustainable Finance
  • Key Drivers of Sustainability Taxonomies
  • The importance of a unified taxonomyGreen Taxonomies Around the World
  • Session Recap

Global and National Taxonomies

  • The EU Taxonomy: Structure and Criteria
  • China’s Green Bond Catalogue
  • Common Ground Taxonomy: EU & China
  • ASEAN Taxonomy
  • Malaysia’s Taxonomy: SC Principle-based SRI Taxonomy, BNM Climate Change
  • Green Taxonomy
  • Session Recap
10.30am Break
10.45am Market-Based Taxonomies

  • Climate Bonds Taxonomy
  • MDBs-IDFC Common Principles
  • Session Recap
1.00pm Lunch
2.00pm  Applications of SC Principles-Based SRI Taxonomy

  • Assessment of economic activities using taxonomy
  • Assessment of contribution to environmental/social objectives
  • Case studies based on environmental objectives & investment purposes
  • Session Recap
3.30pm Break
3.45pm Future Trends and Developments

  • Comparison of taxonomy types and approaches
  • Success criteria for future taxonomy developments
5.00pm End of Programme

Workshop 6: Aligning and Structuring SRI - Requirements, Methodologies, and Standards

Workshop 6: Aligning and Structuring SRI – Requirements, Methodologies, and Standards
Methodology Interactive presentations and Question-and-Answer (Q&A) sessions
Competencies
  • Foundational (Product) – Capital Market Environment (Proficiency Level 3)
  • Foundational (Product) – Capital Market Regulations (Proficiency Level 3)
  • Foundational (Product) – Sustainable and Responsible Investment Products (Proficiency Level 3)
  • Functional (Technical) – Sustainability / SRI Analysis (Proficiency Level 3)
  • Functional (Process) – Investment Product Management (Proficiency Level 3)
Duration 8 hours (1 day)
Venue/Mode Webinar
Overview  This  workshop is focused on Sustainable and Responsible Investment (SRI), a growing field that combines investors’ financial goals with their concerns about environmental, social, and governance (ESG) issues. This workshop also exposes participants on how a sustainable product is structured, and  aligning with sustainability principles
Objective The workshop will equip participants with  understanding of the principles and importance of SRI in the modern investment landscape including the regulatory requirements and frameworks,  practical methodologies for integrating SRI strategies into investment portfolios, and insights into the standards and best practices for SRI.
Learning Outcomes By the end of the workshop, participants will be able to:

  1. Describe the evolution, scope, and significance of sustainable and responsible investment. In structuring an SRI product
  2. Illustrate strategies for aligning investments with social responsibility principles.
  3. Apply the tools and techniques for SRI intergration into portfolio management process across different asset clasess (equity, bond, alternative investments)
  4. Assess and report on the social and environmental impact of investments.

 

TIME TOPICS
9.00am Introduction to Sustainable and Responsible Investment

  • Defining SRI: Principles and Evolution
  • Key Global ESG investing Standards and Frameworks
  • Implementing SRI in the Malaysia capital market– aligning and structuring products and services
  • Difference between sustainability, ESG and SRI
  • Criteria for investments to be identified as “sustainable”
  • SRI investment products and services available in the capital markets
  • Sustainable stock exchanges initiative
  • Case studies for local SRI
10.30am Break
10.45am Regulatory Environment and Requirements

  • Overview of Global SRI Regulatory Landscape – IOSCO, ACMF, ATB, NGFS, CFMCA
  • Understanding Compliance and Legal Requirements in Malaysia – SC on capital market requirements
  • Case studies: Regulatory Challenges and Solutions
1.00pm Lunch
2.00pm SRI Methodologies and Portfolio Integration

  • Understand the impact of SRI on strategic asset allocation
  • Tools and Techniques for SRI Integration into the portfolio management process
  • Explain SC SRI approaches to screening, the benefits and limitations of the main approaches
  • Approaches for SRI integration into portfolio management process across asset classes (equity, bond, and alternative investment)
  • Explain the main indexes and benchmarking approaches to SRI, and its limitation
3.30pm Break
3.45pm Impact Assessment and Reporting

  • Measuring Social and Environmental Impact – Best Practices for Impact Reporting
  • Effective Reporting Strategies in SRI
  • Case Studies: SRI Impact Reporting
5.00pm End of Programme

Collaborative Learning Programme Outline

PROGRAMME OVERVIEW

The CCMP-SRI1 collaborative learning will feature case studies and real-life scenarios for participants to discuss and explore how foundations of sustainability, business practices, growth strategies, risk management, regulator’s policies, government incentives and technology affect the implementation of sustainability, ESG and SRI concepts.

 

PROGRAMME OBJECTIVE

This collaborative learning is designed to provide insights and equip participants an in-depth understanding and approaches in dealing with current issues and developments in sustainability, ESG and SRI through case studies and scenarios ranging from the essentials of sustainability, ESG risks and integration and SRI products and structuring from the Malaysian perspectives.

 

LEARNING OUTCOMES

By the end of the programme, participants will be able to:

  • Apply sustainability concepts, frameworks and methodologies in business practices and investment making decisions
  • Discuss the issues, developments, and challenges in achieving the sustainability agenda
  • Apply key principles in designing SRI products and gain insights into different types of SRI products

Collaborative Learning – Case Studies

Case Studies
Overview  The relevance of sustainability is demonstrated through case studies tailored to the Malaysian context. Participants will gain insights into sustainability concepts by examining the impact of business practices, growth strategies, regulatory policies, government incentives, and technology on the implementation of sustainable principles.
Objective Upon completion of this programme, participants will be able to:

  • Explain how business practices affect sustainability and the subsequent financial and non-financial implications.
  • Describe the challenges in addressing unsustainable issues, whether from business execution, regulatory frameworks and technical implementation for capital markets products.
  • Discuss broader discourse on issues surrounding sustainability and the latest trends in sustainability.
Focus Areas
  1. Essentials of Sustainability from Malaysian Perspective
  2. ESG Risks and Integration from Malaysian Perspective
  3. SRI Products & Structuring from the Malaysian perspective

Collaborative Learning – Scenarios

Scenarios
Overview  This programme equips participants with essential sustainability and ESG insights for business and investment, covering foundational concepts, regulatory impacts, and ESG disclosure quality. It emphasizes Sustainable Responsible Investment (SRI), focusing on ESG risk assessment, management, and the design of SRI products aligned with global standards, enabling effective sustainability integration into investment strategies.
Objective Upon completion of this programme, participants will be able to:

  • Apply sustainability concepts, ESG principles, standards, and their impact on corporate strategies and investment decisions
  • Discuss sector-specific impact of ESG factors on companies, enabling the identification and assessment of material issues and opportunities within industries.
  • Discuss the strategic importance of ESG reporting, explore techniques for quality ESG data collection and management, gain insight into the sustainability reporting landscape, and recognise the significance of ESG assurance.
  • Describe ESG risk assessment, the variety and structure of SRI products, and how to effectively integrate ESG factors into investment strategies for informed SRI decision-making.
  • Analyse the concept of sustainability taxonomies and develop the ability to select and apply the most suitable sustainability taxonomy for a given scenario.
  • Apply key principles in designing SRI products and gain insights into different types of SRI products.
Focus Areas
  1. Essentials of Sustainability from Malaysian Perspective
  2. ESG Risks and Integration from Malaysian Perspective
  3. SRI Products & Structuring from the Malaysian perspective

PROGRAMME FEE AND REGISTRATION

Certification: Complete Programme

Register for the complete CCMP – SRI1 programme to earn the CCMP certification.

PROGRAMME NAME REGISTRATION END DATE ASSESSMENT SCHEDULE FEE (RM)
CCMP – SRI1
(Cohort 3)
Weekend Classes		 03 September 2024  

18 November 2024:
10.00am – 11.30am

 

 VIEW HERE 7,000 REGISTER HERE
 

18 November 2024:
2.30pm – 4.00pm

 

 REGISTER HERE
CCMP – SRI1
(Cohort 4)
Weekday Classes		 06 September 2024  

29 November 2024:
10.00am – 11.30am

 

 VIEW HERE 7,000 REGISTER HERE
 

29 November 2024:
2.30pm – 4.00pm

 

 REGISTER HERE
CCMP – SRI1
(Cohort 5)
Weekday Classes		 31 October 2024  

20 January 2025:
10.00am – 11.30am

 

 VIEW HERE 7,000 REGISTER HERE
 

20 January 2025:
2.30pm – 4.00pm

 

 REGISTER HERE
REGISTER OF INTEREST
*The SIDC reserves the right to amend the programme as deemed appropriate without prior notice

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