Investment Managers On-site: Identifying Environmental Issues




Course Info

  • Estimated duration: 2 hours
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Course Overview

This course will provide an overview and guidance regarding what investment managers as non-experts can actually look for on the environmental side when making a client visit - inside and outside the factory gate.

About This Course

The first points of contact for bank clients and fund investees are usually investment professionals such as investment managers, key account managers or customer relationship managers. They frequently visit the client to discuss financial, technical or legal issues. At the same time financial institutions increasingly have environmental and or social requirements of their clients which must be part of the due diligence and must also be adequately discussed with clients.

This course explains what non-environmental-professionals can actually look for on the environmental side when making a client visit. As is the case with “good housekeeping”, good common sense as well as some proven practices are key to this exercise. It involves more than looking for stacks with black fumes, but still is not complicated if you learn from the cases provided in this training. The course covers environmental issues related to production (waste water, waste management, air pollution, soil pollution, noise) as well as issues outside the factory gates (biodiversity, environmental community impacts) and provides good advice on what is really important and what would be “nice to have”.

In particular, the course looks into all aspects of identifying key environmental risks, how clients should manage the related aspects and how to identify whether this is actually being carried out, or if it is just lip service. It systematically explains how to prepare for a site visit and what to look out for when on site, and contains 7 case studies to learn from.

Target Group

Staff of credit and risk departments, bank E&S coordinators (not environmental professionals), investment managers, key account managers, customer relationship managers of financial institutions and Private Equity Funds

  • Environmental basics for non-experts on site visits
  • Preparing your site visit
  • Visiting the site
  • Environmental issues outside the factory
  • Environmental management
  • Case studies
  • Quiz – are you ready to become an assistant environmental officer?
  • Resources
  • Certificate of attendance






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