Sustainable Investment Masterclass

The programme

Programme overview

Ratomac 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.

Who should attend

Who is this programme for?

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

Learning outcomes

What you will learn

• 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

Explore the programme

Detailed programme outline

• Understanding sustainable investment concepts
• Analysing the financial and economic aspects of sustainable companies
• Exploring value creation in sustainable companies
• Examining corporate and shareholder value perspectives
• 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
• Conducting ratio analysis to assess business performance
• Evaluating performance from management, owner, and lender perspectives
• Utilising a system of interrelated ratios
• Calculating economic value added for sustainable businesses
• Assessing bankruptcy risk for sustainable companies
• Identifying sustainable investment opportunities
• Determining the required rate of return for sustainable investments
• Exploring risk and return in sustainable investments
• Applying portfolio and capital market theory to sustainability
• Understanding asset pricing models in a sustainable context
• Conducting simple regression analysis and maximum likelihood estimations
• Applying polynomial curve fits to data analysis
• Utilising equations for data description and prediction
• Applying regression analysis to sustainable and non-sustainable companies
• Conducting analysis of variance (ANOVA) in sustainability contexts
• Reviewing and reinforcing key concepts learned throughout the course
• Evaluating the value of sustainable investments in a real-world context
• Participants will prepare and present a short report on their sustainable investment strategy, demonstrating their understanding and application of course concepts

Learning approach

How you will learn

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.

Discuss your requirements

Dates, duration & arrangements

Contact Ratomac to confirm dates, duration, delivery format, entry requirements and any applicable assessment or certification before booking.