Investment Managers On-site: Identifying Health and Safety 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 look for when making a client visit. The course will go beyond looking for workers wearing helmets or asking villagers whether they like the project.

About This Course

The first points of contact for bank clients or 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, social or health & safety requirements of their clients which must be part of the due diligence and adequately discussed with the clients.

This course explains what investment managers as non-experts can actually look for on the health & safety side when making a client visit, in terms of both occupational and community health and safety. This involves much more than looking for workers wearing helmets or asking neighbouring villagers whether or not they like the project, but it still is not complicated if you learn from the cases provided in this training.

On the occupational health and safety side, the course covers aspects inside the factory including fire safety, protective equipment, material safety datasheets, asbestos removal, working at heights, signage, etc. On the community health and safety side, the course covers community engagement, possible sources of nuisance, joint emergency response, grievance mechanisms, etc.

In particular, the course looks at the identification of key health and safety risks, how clients should manage related aspects and how to identify whether this is actually being carried out or whether it is just lip service. The course systematically explains preparation and what to do as during the site visit, and contains many illustrated case studies to learn from. In a sample site visit, the trainee is guided through a project site (cement plant) and successfully agrees with the client on an action plan for improving the client’s H&S performance.

Target Group

Staff of credit and risks departments, bank E&S coordinators (not health and safety professionals), investment managers and key account managers, as well as customer relationship managers of financial institutions and Private Equity Funds

  • Preparing for your site visit
  • Walking through the company - occupational health and safety (OHS) issues
  • Around the facility - community health and safety issues
  • Related management issues
  • Case studies
  • Quiz – Ready to become an assistant health and safety officer?
  • Resources
  • Certificate of attendance






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