ESG
GREEN FINANCE
SMARTER

Real Estate Loan Portfolio Assessment, Reporting and Governance

Real Estate Loan Portfolio Assessment, Reporting and Governance

About This Course

This course provides a comprehensive framework for evaluating, managing, and reporting on real estate loan portfolios, with a strong emphasis on governance, risk assessment, and regulatory compliance. Participants will explore methodologies for portfolio health assessment, financial performance tracking, and strategic decision-making to mitigate risks and optimize returns.

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Alexandra Hedesiu

Managing Partner at EnerSave Capital

Over 5 years of experience in sustainable energy finance across multiple European markets, with deep expertise in renewable technologies, energy efficiency, market dynamics, and financial instruments for sustainable assets.

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COURSE SYLLABUS
1
1. Understanding the EU Taxonomy

Module 1 provides a comprehensive introduction to the EU Taxonomy Regulation, the EU sustainable finance framework, the classification system for sustainable economic activities, outlining its key objectives, principles. It helps learners grasp how the taxonomy supports the transition to a greener economy by guiding investment decisions and promoting transparency.

1 Lesson
2
2. EU Taxonomy Application in the Banking Sector and Reporting Overview and Portfolio Assessment

"EU Taxonomy Application in the Banking Sector and Reporting Overview and Portfolio Assessment" explores how banks implement the EU Taxonomy to align their financing activities with sustainability goals. It covers regulatory reporting requirements, key metrics for evaluating loan performance and approaches for portfolio assessment and case studies.

3 Lessons
3
3. Sustainable Finance Disclosure Regulation and EBA Pillar 3 ESG Disclosure

"Sustainable Finance Disclosure Regulation and EBA Pillar 3 ESG Disclosure" delves into the regulatory requirements for transparency in sustainability-related risks and impacts. It covers the SFDR framework, EBA’s Pillar 3 ESG disclosures, and how banks report on environmental, social, and governance factors to ensure accountability and market confidence.

4 Lessons
4
4. Implementing Robust Sustainability Reporting

"Implementing Robust Sustainability Reporting" provides a comprehensive guide on how organizations can develop and integrate effective sustainability reporting practices. It covers key regulatory frameworks, such as the EU Taxonomy, offering insights into the requirements for transparent and reliable ESG disclosures. The module emphasizes practical steps for aligning financial and non-financial reporting, implementing the Climate Delegated Act, and meeting established timelines. It also provides real-world examples, such as the Green Asset Ratio (GAR), to guide organizations in ensuring compliance while fostering sustainability in their operations and portfolios.

7 Lessons
24
Students
15
Lessons
$499
one-time payment

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