Certified Capital Market Professional in Sustainable and Responsible Investment 2 (CCMP-SRI2)

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Certified Capital Market Professional in Sustainable and Responsible Investment 2 (CCMP-SRI2)

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HRD Corp Registered Course/Programme No.: 10001575701

CCMP-SRI2 builds on the foundational understanding from CCMP-SRI1, advancing participants’ ability to apply practical sustainability frameworks, align with regulatory and global standards, and structure complex SRI products. The programme also explores innovations in carbon markets and the integration of Maqasid Shariah within Islamic capital markets, equipping participants with the tools to lead in this growing space.

 Entry Requirements

  • Certified Capital Market Professional in Sustainable and Responsible Investment 1 (CCMP-SRI1) holder

 Completion Requirements

Completion of the programme is upon fulfillment of all requirements below:

  1. Completion of workshops;
  2. Completion of collaborative learning;
  3. Passing the formative and summative assessments

 
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Programme Overview

Financial institutions are increasingly prioritising the alignment of their portfolios with sustainability goals in response to growing societal expectations and the rising demand for investments that generate both financial returns and positive environmental or social impact. This shift is largely driven by heightened awareness of climate change, social inequalities, and governance issues, as well as increasing pressure from investors, regulators, and stakeholders who expect businesses to integrate sustainable and responsible practices into their operations. At the same time, these institutions must navigate a rapidly evolving landscape of regulations, industry standards, and best practices to ensure full compliance and mitigate risks.

The CCMP-SRI2 programme prepares participants to develop innovative solutions that align with the evolving demands of sustainable and responsible investment. It focuses on the practical application of the fundamentals of sustainability, ESG, and sustainable and responsible investment (SRI) to address the challenges of this dynamic market. The programme covers key areas such as developing ESG assessment frameworks, diversifying investment portfolios with ESG-focused assets, structuring sustainable bonds and alternative investments, integrating carbon markets, and understanding the role of sustainability within Islamic capital markets.

Programme Objective

The programme equips participants with the skills to apply procedures and methodologies to structure complex SRI products, advise on ESG strategies and sustainability innovation such as carbon markets, alignment with regulatory requirements, standards taxonomies and best practices. This programme will also focus on the harmonisation of ESG, sustainability within Islamic capital markets.

 

Learning Outcomes

By the end of the programme, participants will be able to:

  1. Establish procedures and methodologies for structuring complex and alternative SRI products aligned to regulatory requirements, established and international standards, taxonomies and best practices
  2. Advise on sustainability innovation and ESG strategies that ensure alignment to regulatory requirements, established and international standards, taxonomies and best practices
  3. Develop comprehensive ESG assessment frameworks that integrate industry standards, regulatory requirements, and best practices to effectively evaluate environmental, social, and governance performance.
  4. Assess the harmonization of ESG and sustainability principles within Islamic capital markets to promote integrated and sustainable investment solutions aligned with Maqasid Al-Shariah

Methodology

Certified Capital Market Professional in Sustainable and Responsible Investment 2 CCMP-SRI2) is conducted via blended mode and comprises the following components:

  1. Workshops
  2. Collaborative Learning
  3. Assessment

Competencies

  • Foundational (Core) – Corporate Governance (Level 4)
  • Foundational (Product) – Capital Market Environment (Level 4)
  • Foundational (Regulatory) – Capital Market Products Regulations (Level 4)
  • Foundational (Product) – Sustainable and Responsible Investment Products (Level 4)
  • Functional (Technical) – Sustainability / SRI Analysis (Level 4)

Entry Requirements

  • Certified Capital Market Professional in Sustainable and Responsible Investment 1 (CCMP-SRI1) holder.*Exemption for Entry Requirements will be based on case-to-case basis

Duration of Modules

The total duration for CCMP-SRI2 programme is approximately 12 weeks (3 months).

  1. Workshops (6 workshops) = 1-day workshop per week
  2. Collaborative Learning = 2 days
  3. Summative Assessment = 1.5 hours

Target Audience

Sustainability analysts, heads of research, corporate finance professionals, investment product structurers with hands-on SRI experience, as well as senior fund managers, and other seasoned practitioners in the capital markets and financial services industry who are actively involved in assessing, structuring and integrating SRI strategies, and professionals within companies who must understand how to raise sustainable funds to align corporate strategies and financial structures with evolving sustainability standards and investor expectations.

Completion Requirements

Completion of the programme is upon fulfilment of all requirements below:

  1. Completion of workshops
  2. Completion of collaborative learning
  3. Passing the formative and summative assessments

Workshop Programme Outline

OVERVIEW

Amid of interconnected global challenges, organizations are prioritizing sustainability, driven by investor demand for sustainable and responsible investments (SRI) grounded in Environmental, Social, and Governance (ESG) factors. This necessitates the adoption of robust sustainable assessment frameworks and precise materiality assessments to develop strategies that advance environmental stewardship and social equity. The growth of carbon markets provides a vital tool for organizations to manage their environmental impact. Integrating of Maqasid al-Shariah principles offers a strong ethical guide, fostering a comprehensive approach to sustainability that champions justice, equality, and the welfare of current and future generations.

 

OBJECTIVE

The workshops are designed to equip participants with application of the relevant assessment framework, materiality concept, SRI strategies, and financial instruments in investment decision-making and structuring SRI products.

 

LEARNING OUTCOMES

By the end of workshops, participants will be able to:

  1. Develop a sustainable assessment framework to support informed investment decision-making.
  2. Apply the concept of materiality, encompassing both financial and impact materiality in investment analysis.
  3. Implement SRI strategies effectively to diversify investment portfolios
  4. Apply appropriate frameworks and taxonomies in the assessment and structuring of sustainable bonds and alternative investments.
  5. Integrate carbon market instruments from both voluntary and regulatory compliance markets into SRI strategies.
  6. Integrate Maqasid al-Shariah principles into strategic decision-making within Islamic capital markets.

Workshop 1: Developing Sustainability Assessment Frameworks

Workshop 1: Developing Sustainability Assessment Frameworks
Methodology Interactive presentations, activities and question and answer (Q&A) sessions
Competencies
  • Foundational (Core) – Corporate Governance (Level 4)
  • Foundational (Product) – Capital Market Environment (Level 4)
  • Foundation (Regulatory) – Capital Market Products Regulations (Level 4)
  • Foundational (Product) – Sustainable and Responsible Investment Products (Level 4)
  • Functional (Technical) – Sustainability/SRI Analysis (Level 4)
Duration 8 hours (1 day)
Venue/Mode TBC
Overview This workshop introduces key components of a sustainability assessment framework that support decision-making across the investment value chain. THis includes tailoring sustainable and responsible investment (SRI) strategies and considerations across different asset classes.
Objective This workshop aims to equip participants with the ability to apply a sustainability assessment framework for investment decision-making, tailoring SRI strategies across different asset classes while ensuring alignment with regulatory requirement, through the investment value chain.
Learning Outcomes By the end of the workshop, participants will be able to:

  1. Develop a sustainable assessment framework for investment decision-making
  2. Integrate sustainability considerations across the investment value chain, taking into account tailoring for different asset classes.

 

TIME TOPICS
9.00 am Key ESG Trends 

  • Key local, regional and global trends in environmental, social and governance topics
  • Trends in sustainable investments (e.g. change in investor sentiments around SRI, issues and challenges faced)
9.45 am Key Components of a Sustainability Assessment Framework

  • Difference between enterprise sustainability (ES) and SRI
  • Components of a sustainability assessment framework (from an SRI perspective):
    • Strategy: Defining organisation’s approach in integrating ESG considerations cross the investment value chain
    • Measures: Measuring indicators that are aligned to the SI stance and tracking ESG performance of investments
    • Structure, process, people & infrastructure: Enabling SI implementation across investment teams (e.g. climate risk tools, team capabilities)
    • Non-financial reporting & assurance: Promoting transparency of ESG along the investment chain
  • Alignment with Securities Commission Malaysia’s principles-based Sustainable and Responsible Investment (SRI) Taxonomy
10.45 am Morning Tea Break
11.00 am  Group Activity and Discussion:

  • How would you incorporate ESG considerations into your investment decision making?
11.45 am Foundational Areas to Enable SRI Implementation:

  • Overview of various SRI strategies
  • Introduction to foundational areas to enable SRI implementation, covering:
    • Mandate: Key considerations, trade-off decisions and accountability structure
    • Methodology: Overview of PwC’s two-step sustainable investment methodology
    • Data, standards & framework: Overview of key considerations related to obtaining ESG data, defining ESG indicators and targets, as well as adopting recognized standards and frameworks.
12.15 pm  Driving the SRI Mandate:

  • Core components for defining mandate to guide overall SRI pursuits
  • SRI trade-off decisions
1.00 pm Lunch Break
2.00 pm Deep Dive into SRI Methodology:

  • Introduction to PwC’s Two-Step SRI Methodology, covering:
    • Negative screening: Exclusion of investment opportunities based on a set of criteria/principles
    • SRI approach: Investment stance and decisions to be based on an investor’s ability to positively influence investments
  • SRI considerations across different asset classes, covering:
    • Impact on the level of investor influence in an investment decision-making across different asset classes
    • Strategies for tailoring SRI stances across different asset class
  • ESG integration across the investment value chain, covering the following stages:
    • Investment planning
    • Investment sourcing
    • Portfolio management
3.30 pm  Afternoon Tea Break
3.45 pm Group Activity: 

  • What factors/nuances should you consider when tailoring the SRI approach for different asset classes? How would this look like?
4.45 pm Debrief and Wrap Up:

    • Wrap up and Q&A
5.00 pm  End of Programme

Workshop 2: Rethinking Sustainability Frameworks and Strategies

Workshop 2: Rethinking Sustainability Frameworks and Strategies 
Methodology Interactive presentations, activities and question and answer (Q&A) sessions
Competencies
  • Foundational (Core) – Corporate Governance (Level 4)
  • Foundational (Product) – Capital Market Environment (Level 4)
  • Foundation (Regulatory) – Capital Market Products Regulations (Level 4)
  • Foundational (Product) – Sustainable and Responsible Investment Products (Level 4)
  • Functional (Technical) – Sustainability/SRI Analysis (Level 4)
Duration 8 hours (1 day)
Venue/Mode TBC
Overview This workshop will dive deeper into the concept of materiality, focusing on double materiality, which covers both financial and impact materiality, and it’s integrated into sustainability assessment frameworks. It explores sectoral ESG risks and opportunities and examine how investment strategies can be reshaped in response.
Objective This workshop aims to upskill participants to develop an advanced understanding of materiality, including double materiality, and integrate materiality principles into sustainability assessment frameworks. It also focuses on analysing sectoral ESG risks and opportunities to embed ESG considerations into investment decision-making process.
Learning Outcomes By the end of the workshop, participants will be able to:

  1. Integrate the concept of double materiality into SRI assessment frameworks
  2. Assess sustainability risks and opportunities by selected sectors, enabling understanding of how they shape investment strategy

 

TIME TOPICS
9.00 am Materiality in Sustainability 

  • Deep dive into the concept of materiality in relation to sustainability
  • How addressing material ESG issues enhances value creation
  • Overview and examples of best practices in conducting materiality assessments
9.45 am Morning Tea Break
10.00 am Introduction to the Double Materiality Concept

  • Overview of the double materiality concept and differing stakeholder interests on financial materiality vs. impact materiality
  • Differences between financial vs impact materiality in sustainability reporting, including case study examples
11.00 am  Group Activity and Discussion:

  • Review an organisation’s materiality matrix and discuss each material issue through the lens of double materiality.
12.00 pm Lunch Break
1.00 pm  Sectoral ESG Risk and Opportunities

  • Identifying selected sectoral ESG risks and opportunities and understanding why these are critical for investors
  • Understanding of the impact of carbon-sensitive sectors (e.g. oil & gas, manufacturing, transportation), including how regulatory changes are affecting these sectors and actions these businesses are taking to manage their ESG risk exposure
    • Reshaping investment strategies to capture new ESG opportunities
2.15 pm Group Activity and Discussion

  • Select an organisation in a carbon-sensitive sector and assess:
    1. Their potential/existing ESG risks and opportunities
    2. How they can/have successfully integrated ESG into their operations to address those risks and opportunities. Where relevant propose additional measures the organisation could take to further improve ESG performance
3.15 pm Afternoon Tea Break
3.30 pm  Integration of Materiality into Sustainable Assessment Framework

  • Overview of sustainability assessment framework
  • Integrating materiality across key components of a sustainability assessment framework, including but not limited to:
    • Materiality assessments
    • Role of stakeholder engagements
    • Alignment with relevant sustainability reporting frameworks (e.g. GRI, IFRS Sustainability Disclosure Standards, SASB)
  • Integrating materiality into SRI, including but not limited to:
    • Developing a “house view” on material ESG issues
    • Identifying growth opportunities in carbon reduction and driving long-term value creation
  • Case study examples that deep dive into integrating and operationalising materiality into sustainable assessment framework
4.50 pm Debrief and Wrap Up

  • Wrap up and Q&A
5.00 pm  End of Programme

Workshop 3: Diversifying Investment Portfolio with ESG-focused Investments

Workshop 3: Diversifying Investment Portfolio with ESG-focused Investments
Methodology Interactive presentations, activities and question and answer (Q&A) sessions
Competencies
  • Foundational (Core) – Corporate Governance (Level 4)
  • Foundational (Product) – Capital Market Environment (Level 4)
  • Foundation (Regulatory) – Capital Market Products Regulations (Level 4)
  • Foundational (Product) – Sustainable and Responsible Investment Products (Level 4)
  • Functional (Technical) – Sustainability/SRI Analysis (Level 4)
Duration 8 hours (1 day)
Venue/Mode TBC
Overview This workshop delves into the latest trends in sustainability-focused investment strategies and commonly adopted Sustainable and Responsible Investment (SRI) approaches to diversify portfolios. It provides guidance on defining ESG data, indicators and targets for performance tracking, as well as insights into local, regional and global ESG standards and frameworks for best practices in measurement and reporting.
Objective This workshop is designed to equip participants with skills to implement sustainability-focused investment approaches to diversity investment portfolios across local, regional, and global markets by applying effective strategies in sustainable and impact investing. It focuses on obtaining and utilizing ESG data, defining relevant ESG indicators and targets, and evaluating the benefits and challenges of aligning with global ESG standards and frameworks.
Learning Outcomes By the end of the workshop, participants will be able to:

  1. Apply various types of SRI strategies for investment portfolio diversification
  2. Obtain, measure, evaluate and track ESG performance from ESG-focused investments

 

TIME TOPICS
9.00 am SRI Trends and Themes 

  • Latest SRI trends and themes that are being explored by local, regional and global investors (e.g. green growth areas, social impact-related investment areas)
9.30 am Navigating Various SRI Strategies

  • Definition, purpose, core concepts, application, advantages, disadvantages and case studies of various SRI strategies, including but not limited to:
    • Negative screening
    • Thematic investing
    • Impact investing
    • ESG integration
  • SRI matrix to guide investment decision-making
10.45 am Morning Tea Break
11.00 am  Group Activity and Discussion:

  • Outline and discuss the use of various SRI strategies based on a hypothetical case and list potential challenges in implementation
11.45 am ESG Data and Indicators for ESG Performance Tracking and Decision Making: 

  • Difference between process-based and impact-based ESG indicators
  • Application of ESG data and indicators to evaluate investment performance
  • Key challenges in monitoring and tracking ESG performance
1.00 pm  Lunch Break
2.00 pm Group Activity and Discussion:

  • Identify appropriate ESG indicators (covering both process- and impact-based indicators) to inform a series of decisions across the investment value chain. Discuss the criteria, methodologies, and tools necessary to obtain the data required for effective investment performance monitoring
2.45 pm Group Activity and Discussion:

  • Leverage publicly available information, including ESG data platforms, to evaluate the performance of a company, and determine whether to invest in the company.
3.30 pm  Afternoon Tea Break
3.45 pm Alignment to ESG Standards and Frameworks:

  • Overview of local, regional and global ESG standards and frameworks:
    • Umbrella reporting standards/frameworks (SEDG, ISSB, GRI), including Malaysia’s National Sustainability Reporting Framework
    • Single issue standards/frameworks/measurement protocols (GHG Protocol, TCFD)
    • Taxonomy frameworks (BNM Climate Change and Principle-based Taxonomy, Securities Commission Malaysia’s SRI Taxonomy (recap), ASEAN Taxonomy
    • ESG principles & guidelines (UN PRI, International Finance Corporation)
  • Other enabling initiatives (IFRS, Climate Disclosure Standards board)
  • Key advantages and challenges in applying the above frameworks and standards
4.45 pm  Debrief and Wrap Up:

  • Wrap up and Q&A
5.00 pm  End of Programme 

Workshop 4: Structuring Sustainable Bonds and Alternative Investments – Strategies and Methodologies

Workshop 4: Structuring Sustainable Bonds and Alternative Investments – Strategies and Methodologies
Methodology Interactive presentations, activities and question and answer (Q&A) sessions
Competencies
  • Foundational (Core) – Corporate Governance (Level 4)
  • Foundational (Product) – Capital Market Environment (Level 4)
  • Foundation (Regulatory) – Capital Market Products Regulations (Level 4)
  • Foundational (Product) – Sustainable and Responsible Investment Products (Level 4)
  • Functional (Technical) – Sustainability/SRI Analysis (Level 4)
Duration 8 hours (1 day)
Venue/Mode TBC
Overview This workshop provides a deep dive into sustainable bonds, including relevant guiding principles and frameworks to structure and evaluate different types of sustainable bonds. The second half of the programme will cover alternative sustainable investments, as well as the application of selected taxonomies on these investments.
Objective This workshop is designed to equip participants in evaluating the requirements and project eligibility for sustainable bonds and alternative sustainable investments, assessing relevant performance indicators, benefits, impacts, and challenges associated with these instruments. Participants will also be able to apply appropriate frameworks and taxonomies when assessing sustainable bonds and alternative investments.
Learning Outcomes By the end of the workshop, participants will be able to:

  1. Evaluate various type of sustainable bonds and alternative sustainable investments
  2. Structure sustainable bonds and alternative sustainable investments

 

TIME TOPICS
9.00 am Deep Dive into Sustainable Bonds: 

  • Definition of sustainable bonds, including key differences to non-sustainable bonds
  • Market trends and future outlook of sustainable bonds and alternative sustainable investments
  • Different types of sustainable bonds, covering:
    • Types of projects/activities that are classified as sustainable bonds (e.g. Green Bonds for Environmental Projects such as climate change adaptation, Social bonds for projects impacting targeted populations)
    • Overlaps in projects/activities between different types of Sustainable bonds (activity-based bonds, behaviour-based bonds, hybrid bonds etc)
10.30 am Morning Tea Break
10.45 am Bond Structures: 

  • Recap of guiding principles for structuring sustainable bonds, including Climate Bonds Standards, ICMA Principles/Handbooks, ASEAN GSSS Bonds, ASEAN Taxonomy, SRI Sukuk Framework, Malaysian Sustainable Bond Standards (Recap from SRI 1 – Aligning and Structuring SRI – Requirements, Methodologies and Standards)
  • Application of the above guiding principles on the four core components of structuring a sustainable bond:
    • Use of proceeds: Deep dive into eligible projects and activities as specified by different guiding principles and for different types of bonds
    • Project evaluation and selection: key information bond issuers should communicate to investors (processes used to determined eligibility, perceived risks, alignment to taxonomies etc)
    • Management of Proceeds: Importance of transparency and use of external auditor/third party to track the allocation of funds from the bond
    • Impact measurement/reporting: Reporting requirements for annual reports (including national and local reporting regulations)
11.30 am  Deep Dive into KPIs and SPTs for Sustainability Bonds:

  • How to determine KPIs that are material to the activities and projects as well as overarching sustainability objectives (e.g WBCSD metrics)
  • Quantification of KPIs, application of different methodologies and calibration of Sustainability Performance Targets (SPTs) to KPIs
  • Disclosure requirements and external party verification of KPIs and SPTs
  • Impact reporting for environmental vs social projects
12.15 am Group Activity (30 minutes activity and 15 minutes discussion)

Determine relevant KPIs and SPTs for sample projects that are applying for sustainable bonds and discuss rationale and selection processes applied
1.00 pm  Lunch Break
2.00 pm Alternative Sustainable Investments:

  • Definitions, characteristics and benefits of alternative investments, e.g. private equity, sustainable-exchange-traded funds, derivatives
  • Deep dive into risk assessment processes and due diligence for alternative sustainable investments
  • Examples of alternative investments in sustainable portfolios and considerations in the investment evaluation and selection
2.45 pm Afternoon Tea Break
3.00 pm  Interoperability of Sustainability-Related Taxonomies

  • Deep dive into various sustainable taxonomies, covering: (Recap from SRI 1 – Sustainability Taxonomies: Development Across the Globe)
    • Global/Regional Taxonomies: EU Taxonomy, China Green Bond Catalogue & Common Ground Taxonomy, ASEAN Taxonomy
    • Market Based Taxonomies: CBI Taxonomy & MDB-IDFC Common Principles
    • Malaysian Taxonomy: BNM Climate Change & Principle-based Taxonomy, SC Principle-based SRI Taxonomy
  • Application of various taxonomies to assess alternative sustainable investments
3.45 pm Group Activity: 

Each group will be assigned a taxonomy and be given a sample list of various sustainable investments proposals. Participants will have to determine the eligibility of the different investments under their taxonomy criteria’s.
4.30 pm  Common Challenges Faced by Financial Institutions

  • Defining eligibility criteria & impact measurement and reporting such as defining social impact metrics can be challenging
  • Obtaining independent verification – second party opinion can be costly and time-consuming
  • Greenwashing risks
  • Standardisation – a lack of universally accepted standards and taxonomies for green and social projects makes it difficult to compare and assess the sustainability credentials of different bonds
4.50 pm  Debrief and Wrap Up: 

  • Wrap Up and Q&A
5.00 pm End of Programme

Workshop 5: Integrating Carbon Markets – Voluntary & Regulatory Compliance

Workshop 1: Developing Sustainability Assessment Frameworks
Methodology Interactive presentations, activities and question and answer (Q&A) sessions
Competencies
  • Foundational (Core) – Corporate Governance (Level 4)
  • Foundational (Product) – Capital Market Environment (Level 4)
  • Foundation (Regulatory) – Capital Market Products Regulations (Level 4)
  • Foundational (Product) – Sustainable and Responsible Investment Products (Level 4)
  • Functional (Technical) – Sustainability/SRI Analysis (Level 4)
Duration 8 hours (1 day)
Venue/Mode TBC
Overview This workshop introduces key components of a sustainability assessment framework that support decision-making across the investment value chain. THis includes tailoring sustainable and responsible investment (SRI) strategies and considerations across different asset classes.
Objective This workshop aims to equip participants with the ability to apply a sustainability assessment framework for investment decision-making, tailoring SRI strategies across different asset classes while ensuring alignment with regulatory requirement, through the investment value chain.
Learning Outcomes By the end of the workshop, participants will be able to:

  1. Develop a sustainable assessment framework for investment decision-making
  2. Integrate sustainability considerations across the investment value chain, taking into account tailoring for different asset classes.

 

TIME TOPICS
9.00 am Key ESG Trends 

  • Key local, regional and global trends in environmental, social and governance topics
  • Trends in sustainable investments (e.g. change in investor sentiments around SRI, issues and challenges faced)
9.45 am Key Components of a Sustainability Assessment Framework

  • Difference between enterprise sustainability (ES) and SRI
  • Components of a sustainability assessment framework (from an SRI perspective):
    • Strategy: Defining organisation’s approach in integrating ESG considerations cross the investment value chain
    • Measures: Measuring indicators that are aligned to the SI stance and tracking ESG performance of investments
    • Structure, process, people & infrastructure: Enabling SI implementation across investment teams (e.g. climate risk tools, team capabilities)
    • Non-financial reporting & assurance: Promoting transparency of ESG along the investment chain
  • Alignment with Securities Commission Malaysia’s principles-based Sustainable and Responsible Investment (SRI) Taxonomy
10.45 am Morning Tea Break
11.00 am  Group Activity and Discussion:

  • How would you incorporate ESG considerations into your investment decision making?
11.45 am Foundational Areas to Enable SRI Implementation:

  • Overview of various SRI strategies
  • Introduction to foundational areas to enable SRI implementation, covering:
    • Mandate: Key considerations, trade-off decisions and accountability structure
    • Methodology: Overview of PwC’s two-step sustainable investment methodology
    • Data, standards & framework: Overview of key considerations related to obtaining ESG data, defining ESG indicators and targets, as well as adopting recognized standards and frameworks.
12.15 pm  Driving the SRI Mandate:

  • Core components for defining mandate to guide overall SRI pursuits
  • SRI trade-off decisions
1.00 pm Lunch Break
2.00 pm Deep Dive into SRI Methodology:

  • Introduction to PwC’s Two-Step SRI Methodology, covering:
    • Negative screening: Exclusion of investment opportunities based on a set of criteria/principles
    • SRI approach: Investment stance and decisions to be based on an investor’s ability to positively influence investments
  • SRI considerations across different asset classes, covering:
    • Impact on the level of investor influence in an investment decision-making across different asset classes
    • Strategies for tailoring SRI stances across different asset class
  • ESG integration across the investment value chain, covering the following stages:
    • Investment planning
    • Investment sourcing
    • Portfolio management
3.30 pm  Afternoon Tea Break
3.45 pm Group Activity: 

  • What factors/nuances should you consider when tailoring the SRI approach for different asset classes? How would this look like?
4.45 pm Debrief and Wrap Up:

    • Wrap up and Q&A
5.00 pm  End of Programme

Workshop 6: Sustainability and Islamic Capital Markets

Workshop 6: Sustainability and Islamic Capital Markets
Methodology Interactive presentations, activities and question and answer (Q&A) sessions
Competencies
  • Foundational (Core) – Corporate Governance (Level 4)
  • Foundational (Product) – Capital Market Environment (Level 4)
  • Foundation (Regulatory) – Capital Market Products Regulations (Level 4)
  • Foundational (Product) – Sustainable and Responsible Investment Products (Level 4)
  • Functional (Technical) – Sustainability/SRI Analysis (Level 4)
Duration 8 hours (1 day)
Venue/Mode TBC
Overview This workshop explores the integration of Shariah principles with sustainable and responsible investment SRI), integrating Maqasid Shariah into capital markets, and structuring Shariah-compliant sustainable investments like Green, Social and Sustainability Sukuk (GSSS). The role of Sukuk in achieving ESG goals will be discussed alongside developing a framework for Islamic sustainable finance. Participants will gain foundational knowledge on aligning Shariah with sustainability, focusing on ethical investment practices.
Objective This workshop is designed to examine the connections and differences between SRI and Islamic Capital Market, while applying Maqasid Shariah principles to values-driven decision-making. It also focuses on harmonizing SRI with Islamic Finance, structuring Shariah-compliant investment like GSSS Sukuk and exploring how Sukuk can drive environmental, social, and governance (ESG) objectives.
Learning Outcomes By the end of the workshop, participants will be able to:

  1. Evaluate common ethical goals of SRI and Islamic Finance, while respecting their differences
  2. Integrate Maqasid al-Shariah into strategic decision-making for Islamic capital markets
  3. Structure Shariah-compliant sustainable investments such as GSSS Sukuk
  4. Design frameworks aligning Shariah principles with ESG criteria and analyse the role of Sukuk in achieving sustainable development goals

 

TIME TOPICS
9.00 am Harmonisation of SRI and Islamic Finance: A Comparative Analysis

  • Defining SRI and its Associated Acronyms
  • Ethical screening vs. Shariah screening
  • ESG Goals vs. Maqasid al-Shariah
  • Equitable Wealth Distribution & Social Justice
  • Good Governance vs Shariah Governance
  • Harmonisation Gaps- SRI’s Secular Nature vs. Islamic Finance’s Faith Basis
  • Product Development: Structuring GSSS Sukuk and SRI compliant Islamic funds
  • Risk Management: Integrating Shariah Non-Compliance, Climate and Social Risks

Group Activity and Discussion
10.45 am Morning Tea Break
11.00 am  Integration of Maqasid al-Shariah in Islamic Capital Markets

  • Introduction to Maqasid al-Shariah
  • Integration of Maqasid al-Shariah in Islamic Capital Markets
  • Challenges and Opportunities in Maqasid Integration
  • Maqasid al-Shariah and ESG
  • Future Trends in Islamic Capital Markets

Group Activity and Discussion 
11.45 am Structuring Islamic Sustainable Investments: Challenges and Opportunities 

  • Challenges in Shariah and ESG Screening
  • Dual Screening Complexity
  • Challenges to Harmonisation: Divergent Principles and Methodologies
  • Maqasid al-Shariah and Impact Metrics
  • The Dual Value Proposition of Islamic ESG Investments
  • Integration of Regulatory Standards
  • Blended Value in Islamic Social Fund

Group Activity and Discussion
1.00 pm Lunch Break
2.00 pm Analysing the Role of Sukuk in Sustainable Development 

  • Introduction to Sukuk, its Features and Sustainability Applications
  • Key Opportunities for Growth and Development
  • Impact Measurement in Sustainability Sukuk
  • Sukuk as a Tool for SDG Financing

Group Activity and Discussion
3.30 pm  Afternoon Tea Break
3.45 pm Framing Islamic Sustainable Finance

  • How Maqasid al-Shariah Integrates with Sustainable Finance?
  • The Three Pillars of Islamic Sustainable Finance
  • Key Principles Driving Islamic Sustainable Finance
  • Core Instruments in Islamic Sustainable Finance

Case Studies of Successful Sustainable Sukuk 

Group Activity and Discussion
5.00 pm  End of Programme

Collaborative Learning Programme Outline

PROGRAMME OVERVIEW

The CCMP-SRI2 Collaborative Learning session engages participants with advanced case studies and real-life scenarios to deepen analysis and discussion on key topics such as sustainability assessment frameworks, ESG (Environmental, Social, and Governance) investments, and SRI (Sustainable and Responsible Investment) strategies. The content will cover a broad range of sectors, including the capital markets industry, financial services, and corporate environments, providing participants with the applicability of sustainability practices across industries.

 

PROGRAMME OBJECTIVE

This collaborative learning is designed to expose participants to case studies and real-life scenarios enabling them to navigate current issues and developments in sustainability, ESG and SRI.

 

LEARNING OUTCOMES

By the end of the programme, participants will be able to:

  • apply sustainability concepts, frameworks and methodologies aligned to regulatory requirements, standards and best practices in decision making across various industries
  • evaluate the issues, developments, and challenges in implementing sustainability agenda within an organisation
  • establish procedures and methodologies for structuring sustainability and SRI products

Collaborative Learning – Case Studies

Case Studies
Overview  The case studies will focus on issues and challenges related to sustainability transformation, sustainability by design, carbon markets, sustainability assessment frameworks and strategies, SRI products, and Islamic capital markets, from both ASEAN and global perspectives.
Objective Upon completion of this programme, participants will be able to:

  1. Evaluate sector-specific risks and identify ESG growth opportunities
  2. Tailor SRI methodology based on various factors, including asset class considerations
  3. Integrate double materiality into sustainable assessment frameworks

Evaluate factors to balance financial performance with environmental and social responsibilities
Focus Areas
  1. Developing Sustainability Assessment Frameworks- ESG Integration
  2. Rethinking Sustainability Frameworks and Strategies
  3. Diversifying Investment Portfolio with ESG-focused Investments
  4. Structuring Sustainable Bonds and Alternative Investments – Strategies and Methodologies
  5. Integrating Carbon Markets – Voluntary and Regulatory Compliance
  6. Sustainability and Islamic Capital Markets

Collaborative Learning – Scenarios

Scenarios
Overview  The real-life scenarios focus on real-world context through examples and scenarios from local, regional and global organisations.
Objective Upon completion of this programme, participants will be able to:

  1. Apply theoretical SRI concepts into practical solutions for operationalisation and structuring products
  2. Evaluate the influence of ESG factors on investment decisions and assess their impact on performance.
  3. Evaluate impact investing principles and apply metrics to measure the ESG impact of investments.
Focus Areas
  1. Developing Sustainability Assessment Frameworks- ESG Integration
  2. Rethinking Sustainability Frameworks and Strategies
  3. Diversifying Investment Portfolio with ESG-focused Investments
  4. Structuring Sustainable Bonds and Alternative Investments – Strategies and Methodologies
  5. Integrating Carbon Markets – Voluntary and Regulatory Compliance
  6. Sustainability and Islamic Capital Markets
*The SIDC reserves the right to amend the programme as deemed appropriate without prior notice

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