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Description

Responsible Investment (ESG): Structuring, Certification and Distribution

Build a responsible investment approach that withstands certification requirements and regulatory scrutiny

  • 1 day — 7 h
  • In-person or virtual
  • Expert
  • Up to 6 participants

Responsible investment has moved from a commercial argument to a documentation obligation. Asset managers must describe their methodology, substantiate every claim made in marketing materials and demonstrate that the investment process respects the commitments given. The gap between the stated narrative and the actual composition of the portfolio remains the main point of fragility.

A one-day programme for asset management professionals: structuring a coherent responsible approach, selecting a defensible non-financial strategy, preparing a certification or labelling file and securing distribution. The content favours process robustness over vocabulary.

Learning objectives

  • Distinguish the main responsible investment strategies and their limitations
  • Structure an investment process integrating non-financial criteria
  • Prepare the elements expected in a certification or labelling file
  • Verify consistency between marketing documentation and the actual portfolio
  • Organise periodic reporting intended for investors

What makes this programme different

A critical review of marketing documentation from responsible investment funds
A real portfolio tested against its published commitments
Practical work on the questions raised by institutional investors

Programme

1Approaches to responsible investment

Choosing a defensible strategy

  • Exclusion, best-in-class selection and thematic approaches
  • Integration of non-financial criteria into the analysis
  • Use of external data providers and the associated limitations
  • Shareholder engagement and the exercise of voting rights

2Process and certification

Documenting in order to prove

  • Formalising the investment methodology
  • Traceability of investment decisions
  • Supporting evidence expected in a certification application
  • Internal controls and the role of compliance

3Distribution and reporting

Honouring commitments before investors

  • Consistency between the commercial promise and the portfolio
  • Periodic information provided to unit holders
  • Risk of unsubstantiated claims and possible consequences
  • Responding to institutional investor questionnaires

Who is it for

Portfolio managers, analysts, compliance officers and product managers within asset management firms.

Prerequisites

Experience in asset management or in the structuring of financial products.

Dates & locations

36 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.