Carbon footprint training for Investment Management Firms

Carbon accounting has rapidly grown in significance over recent years. Investors are increasingly analysing the ESG credentials of organisations and even the financed emissions of assets and instruments. The introduction of TCFD has created mandatory disclosure of climate related financial information for some financial institutions. For others it will be within the next few years. In short, having a robust emissions strategy should be considered part of BAU and even part of risk modelling. It is demonstrating resilience and strategy to stakeholders in response to environment and behaviour change.

This course covers an introduction to carbon accounting, specifically operational reports for financial institutions, and explores why this is now essential practice.

Learn what data to collect and how to report it according to the Greenhouse Gas Protocol. Moving forwards, it will offer guidance on decarbonisation plans and employee engagement. There will also be an introduction to carbon offsetting and the benefits of being a carbon neutral company. There will then be a session on how to communicate this process both internally and with stakeholders.

The course will include a brief introduction to calculating financed emissions; those associated to assets within a portfolio. This is often the next step firms take after calculating their own operational footprint. The session will include an introduction to the methodology and process, as well as the value this data offers:

Key Learning Objectives

• Understand the complexities of carbon accounting and how to action your firm’s footprint
• Identify carbon hotspots and create reduction strategies (such as net zero roadmaps)
• Learn how to communicate this internally and externally, and take action that is robust and free from greenwashing claims
• Be up to date about emissions generated by portfolios
• Test your knowledge via live questionnaires

09.30 Introduction

• Carbon accounting methodology and guidelines according to the Greenhouse Gas Protocol
• An introduction to calculating financed emissions
• A demonstration of the process and created reports

11.30 Coffee Break

11.45 Q&A

12.00 – 12.30 Portfolio Analysis

• Decarbonisation plans
• Carbon offsetting
• Our label, communication, and employee engagement

This course is designed as an entry level to carbon accounting. Anyone with ESG related responsibilities or interests is very welcome to attend. In particular we advise those in these roles:

• Sustainability / ESG
• Marketing / sales / distribution
• Investor relations
• Risk
• Regulatory affairs

Oliver Allcock

Oliver is the financial industry commercial lead at ClimatePartner UK. In his role he introduces the ClimatePartner solutions to clients, advises on a credible and robust strategy and explores how to pragmatically structure calculations. Before joining ClimatePartner UK Oliver spent many years in a consultancy role to the financial industry; initially in London and then Hong Kong. He has worked with a wide variety of clients across the financial and professional services industry, and in geographies all over the world.

Ruth Thomlinson

Working as a Sustainability Consultant, Ruth helps clients to build and analyse their carbon footprint, and formulate targeted reduction strategies. With a decade of experience in international taxation of funds and high net worth individuals, Ruth's current focus is on working with Financial Services clients to help them decarbonise their businesses and their portfolios.

Natalie Leutgeb

As Sustainability Consultant at ClimatePartner, Natalie Leutgeb is specialized in supporting companies within the financial services industry to gain insights into the carbon emissions related to their business operations as well as their financed emissions and subsequently develop climate action strategies to facilitate effective reduction measures. Prior to her role at ClimatePartner, Natalie Leutgeb started her career as an Analyst for Sustainable Investments with an emphasis on sustainability research in the financial industry at ESG Plus, a Vienna-based social business specialized on ESG-, SDG- and impact measurement tools for the financial sector.

IA Member £395.00 +VAT
Non-Member £545.00 +VAT

Pay using a credit card online, or if you wish to be invoiced please email your full details to: Training@theia.org

PLEASE NOTE: Full payment for the course must be made prior to the course commencement date.

• Any cancellation must be made in writing.
• For all cancellation received 15-30 days prior to the course start date, 50% of the course fee is still payable.
• No refund is given for a cancellation made 14 days or less prior to the commencement of a course.
• Transferring from one course to another is treated as a cancellation. You can substitute one delegate for another at no additional cost. In this instance, please give two business days’ notice.

This is a virtual delivery via Microsoft Teams.