Sustainability/SRI Analysis
Competency Title:
Sustainability/SRI Analysis
Competency Type:
Functional
Competency Description
The competency refers to the ability to evaluate investment products structuring/offering based on their alignment with environmental, social and governance (ESG) criteria and sustainable responsible investments (SRI) objective(s). The scope includes the application of recognised sustainability taxonomies and standards, and the selection of investment products in accordance with the principles of sustainability and the sustainable development goals (SDG)
Level 1 - Awareness
Level 1
• Identify sustainability/SRI-objectives and the appropriate assessment criteria
• Identify recognised sustainability/SRI-taxonomies and standards
• Identify key steps in conducting sustainability/SRI-assessment
Level 2 - Knowledge
Level 2
• Explain the key sustainability impact measurement concepts, principles, frameworks, and practices
• Explain the impact of selected assessment approach on investment products offering
• Outline the procedures to conduct sustainability/SRI assessment aligned with impact measurement principles
Level 3 - Skill
Level 3
• Select appropriate objectives and criteria to assess -investment products and their impact on sustainability/SRI
• Apply recognised taxonomy and standards for purpose of sustainability/SRI-classification
• Conduct assessment on economic activities in accordance with impact measurement framework
Level 4 - Mastery
Level 4
• Conduct assessment on economic activities in accordance with impact measurement framework
• Review and determine the suitability of taxonomies and standards against the assessment purpose
• Analyse sustainability/ SRI-related risks, opportunities, and developments and their impact on the business activities
Level 5 - Expert
Level 5
• Evaluate sustainability/SRI assessment framework against impact measurement concepts, principles, frameworks, and practices
• Assess the suitability of investment products for sustainable and responsible investment (SRI)
• Appraise the suitability of sustainability/SRI assessment procedures for specific objective