ESMS, ESDD and Responsible Lending for Financial Institutions
A transaction-focused programme on identifying and managing environmental and social risks across lending and investment portfolios. It applies proportionate screening, categorisation, due diligence, approval conditions, Environmental and Social Action Plans, monitoring and portfolio governance.
Apply now ↗Request in-house deliveryLearning designed for immediate organisational application.
A transaction-focused programme on identifying and managing environmental and social risks across lending and investment portfolios. It applies proportionate screening, categorisation, due diligence, approval conditions, Environmental and Social Action Plans, monitoring and portfolio governance.
Designed for the people responsible for delivery.
- Credit and enterprise risk teams
- Relationship managers
- Investment professionals
- ESMS, legal and compliance officers
What the programme covers.
- ESMS governance, policy, roles and procedures
- Exclusion lists, screening, categorisation and escalation
- IFC Performance Standards, World Bank EHS Guidelines and local requirements
- Environmental and Social Due Diligence scoping and review
- ESAPs, covenants and approval conditions
- Portfolio monitoring, incidents, remedial action and reporting
What participants will be able to do.
- Screen transactions consistently
- Scope and review proportionate ESDD
- Translate findings into credit and investment conditions
- Strengthen portfolio monitoring and escalation
Practical take-away tools.
- Screening and categorisation forms
- ESDD terms of reference and report checklist
- Model ESAP and covenants
- Portfolio-monitoring dashboard template
Technical instruction translated into practical action.
Transaction cases, document review, risk categorisation, ESDD critique and a credit-committee simulation.
Secure your place or train your organisation.
Register an individual participant, book a corporate cohort or request a tailored in-house version aligned with your sector and implementation priorities.