ESG Integration in Investment Management (SFDR) Corporate Training
Learn to classify products under SFDR and build audit-ready disclosures in guided labs.
Edstellar, a corporate training company, delivers corporate training that helps your team learn to integrate ESG into investment management and meet SFDR disclosure duties. Employees develop classification, PAI calculation, and taxonomy alignment skills, then practice disclosure drafting and greenwashing checks in guided labs led by practitioners. Each session is tuned to your funds, data sources, and workflows.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a disclosure-ready ESG investment team
The Edstellar ESG & SFDR INVESTMENT MANAGEMENT Capability Model
Diagnose ESG capability
Assess your team's SFDR knowledge, classification skill, and disclosure readiness.
Standardize disclosure playbooks
One shared playbook for product classification, PAI methods, and disclosure standards.
Practice in guided labs
Labs cover PAI statements, taxonomy tests, screening, and disclosure drafting.
Measure the lift
Lab reviews benchmark each employee's ESG integration and disclosure capability.
Scale across teams
One standard rolls out across funds, desks, and reporting teams.
Need more than one program?Get a group quote
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Program Overview: What is ESG Integration in Investment Management (SFDR) Corporate Training?
ESG Integration in Investment Management (SFDR) Corporate Training is Edstellar's instructor-led program for asset managers, analysts, and compliance teams operating under the EU's sustainable finance regime. Participants learn sustainable finance foundations, SFDR Articles 6, 8, and 9, principal adverse impact statements, EU Taxonomy alignment, ESG data and screening, and ESG integration into the investment process. The program is built for firms that must disclose, not just market, their ESG claims.
Training works on the firm's own products. Participants classify real fund ranges under Articles 6, 8, and 9, draft PAI statements from portfolio data, and run Taxonomy alignment tests in guided labs. Instructors with regulatory and asset management experience review every classification, hunting for the greenwashing exposures that draw supervisory attention. The program closes with a capstone where the team builds its SFDR disclosure pack with greenwashing controls.
Most firms learned SFDR the hard way: marketing-led Article 8 and 9 claims, PAI statements assembled under deadline, and data vendors whose methodologies nobody interrogated. This program teaches your team to integrate ESG into the investment process itself, so disclosures describe what the firm actually does. Every exercise is built around supervisory expectations.
The deliverable is a disclosure pack the compliance team can defend: fund classifications with documented rationale, PAI statements, Taxonomy alignment calculations, and a greenwashing control checklist for marketing review. The team presents it as they would to a supervisor, justifying each judgment. They return with disclosures that match the investment process behind them.
Seven modules and 29 hours: ESG foundations, SFDR product classification, PAI statements, EU Taxonomy alignment, ESG data and screening, process integration, and a capstone disclosure pack. Every module pairs concepts with a guided lab, so each technique is practiced on real-world use cases. It closes with a disclosure pack the team classifies, drafts, and defends.
Delivery is hybrid across virtual and onsite sessions, scheduled around your calendar. Cohorts train as one group or split into batches, with session materials and lab workbooks included for every participant.
What's Included in this Workshop for Your Enterprise Teams
- 1
SFDR foundations
ESG terms and the EU regulatory agenda explained.
- 2
Classification labs
Classify products under Articles 6, 8, and 9.
- 3
PAI and taxonomy drills
Calculate PAI and test taxonomy alignment.
- 4
Screening exercises
Build a defensible ESG screening workflow.
- 5
Capstone disclosure pack
Draft and defend a full SFDR pack.
- Instructor-led delivery across virtual, onsite, and hybrid
- Guided labs in every module with instructor coaching
- Capstone SFDR disclosure pack, reviewed with your team
- Flexible scheduling around your calendar
- Lab workbooks and disclosure templates included
- Group size and batches set along with you
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
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ESG Integration in Investment Management (SFDR) Course Topics and Program Outline
A tailored 29-hour, seven-module workshop: one learning journey from ESG foundations to a capstone SFDR disclosure pack. Sessions pair concepts with hands-on labs on real-world use cases. Materials include lab workbooks and disclosure templates, plus a capstone assessment.
Built by Edstellar with sustainable finance practitioners
Built by practitioners who implement SFDR disclosures and ESG integration for investment managers in production, shaped around your funds and use cases.
Skill checks baseline your team's ESG knowledge, SFDR familiarity, and disclosure readiness before training begins.
Live instruction covers sustainable finance foundations and the SFDR framework across 6.5 focused hours.
Guided labs build PAI statements, taxonomy alignment tests, and screening workflows across 12.5 hours of supervised practice.
Your team embeds ESG in the investment process and builds a full SFDR disclosure pack in 10 hours, with a reviewed capstone defense.
From SFDR foundations to a capstone disclosure pack, every technique is practiced in guided labs.
Delivered as
Delivered as a hybrid program of live instruction and guided labs, scheduled around your team's calendar in flexible batches.
Map ESG terminology to the EU regulatory agenda and connect ESG factors to a sample investment thesis in a guided walkthrough.
learna)Sustainable investing and ESG terminology
b)The EU agenda: SFDR, CSRD, and the EU Taxonomy
c)ESG factors alongside traditional investment analysis
d)Client demand and regulatory drivers
Classify sample fund strategies under Articles 6, 8, and 9 and draft consistent entity-level disclosure statements.
learna)Article 6, 8, and 9 product classifications
b)Entity-level disclosures on websites and reports
c)Sustainability risks in remuneration policies
d)Keeping disclosures consistent across channels
Calculate PAI indicators from a sample portfolio, document estimation policies, and draft the annual PAI statement.
practicea)The mandatory PAI indicator set
b)Calculating and presenting PAI metrics
c)Data gaps and estimation policies
d)Publishing the annual PAI statement
Run taxonomy eligibility and alignment tests on sample holdings and assemble the evidence pack for a sustainable investment claim.
practicea)Taxonomy eligibility vs alignment
b)The six environmental objectives
c)Do No Significant Harm and minimum safeguards
d)Documenting alignment evidence
Compare ESG scores across providers on sample holdings and build a defensible internal screening workflow.
practicea)ESG data providers and what their scores measure
b)Screening methods: negative, norms-based, best-in-class
c)Ratings divergence and how to manage it
d)Building an internal screening workflow
Integrate ESG screens into a sample portfolio build and draft the client disclosures that document each decision.
applya)ESG in equity and fixed income research
b)Portfolio construction with ESG constraints
c)Stewardship, engagement, and voting
d)Pre-contractual and periodic client disclosures
Classify the fund range, build the full SFDR disclosure pack, and defend every claim before the instructor panel.
applya)Brief: classify a fund range and build its SFDR pack
b)Draft product disclosures and PAI summaries
c)Run greenwashing checks on marketing claims
d)Present and defend the pack to the panel
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Seven job-ready outcomes your team will demonstrate by the end of the program. Each competency is practiced in guided labs and reviewed in the capstone disclosure pack.
Explain the EU sustainable finance framework
Describe SFDR, CSRD, and the EU Taxonomy and how they reshape investment management duties.
Classify products under Articles 6, 8, and 9
Apply SFDR criteria to classify fund strategies and write consistent disclosure language.
Build PAI statements
Calculate principal adverse impact indicators from portfolio data and publish the annual statement.
Test EU Taxonomy alignment
Run eligibility and alignment tests, apply DNSH and minimum safeguards, and document the evidence trail.
Screen portfolios with ESG data
Compare ESG ratings across providers, manage score divergence, and run a defensible screening workflow.
Embed ESG in the investment process
Integrate ESG screens into research and portfolio construction, and keep disclosures matched to reality.
Control greenwashing risk
Test marketing and disclosure claims against evidence before anything is published to clients.
Teams that Benefit from this ESG Integration in Investment Management (SFDR) Group Training
This group training is built for investment groups that classify funds, manage ESG portfolios, or produce sustainability disclosures. Content adapts to each cohort's roles, funds, and experience, so every batch practices the workflows it owns, from SFDR classification to capstone disclosure drafting.
Embed ESG in every investment decision.
ESG teams practice SFDR classification, PAI calculation, and taxonomy alignment so every strategy holds up under regulatory review.
Workflow friction
- Article 8 vs 9 calls debated internally
- Patchy ESG data for PAI indicators
- Taxonomy evidence hard to document
How the program helps
- Article 6, 8, and 9 classification drills
- PAI statement practice on portfolio data
- Taxonomy alignment evidence templates
Practice use cases
- Classification labs
- PAI calculation drills
- Alignment testing
Build portfolios that keep SFDR commitments.
Portfolio teams integrate ESG screens and constraints into construction so the portfolio matches what disclosures promise clients.
Workflow friction
- Portfolios drifting from disclosed targets
- ESG constraints clashing with alpha goals
- Engagement records kept inconsistently
How the program helps
- ESG screens tied to disclosure claims
- Constraint design for Article 8/9 funds
- Stewardship activity logs that satisfy rules
Practice use cases
- Screening workflow labs
- Constraint design drills
- Disclosure matching
Prove disclosures stand up to scrutiny.
Risk and compliance teams test classification calls, verify PAI methods, and run greenwashing checks before anything is published.
Workflow friction
- Marketing claims ahead of evidence
- Classification calls hard to defend
- Regulatory updates arriving mid-cycle
How the program helps
- Greenwashing checks on marketing claims
- PAI methodology verification drills
- Disclosure approval checklists
Practice use cases
- Greenwashing check labs
- PAI review drills
- Approval checklists
Classify products and report with confidence.
Product teams draft pre-contractual and periodic disclosures and assemble reporting packs that match the investment reality.
Workflow friction
- Templates lagging regulatory updates
- Client questions outpacing documentation
- Periodic reports missing data fields
How the program helps
- Disclosure drafting practice per product
- Reporting templates aligned to SFDR
- Client queries answered with evidence
Practice use cases
- Disclosure drafting labs
- Reporting pack builds
- Client query drills
Cohorts train as a cross-functional workforce, with each small group aligned on shared SFDR classification and disclosure standards.
Prerequisites: This program benefits sustainable investing, portfolio management, risk and compliance, and product professionals who classify funds or produce ESG disclosures. Basic portfolio familiarity helps but is not required, and no prior SFDR experience is needed. Content adapts to each cohort's funds, data sources, and experience level.
Analyst to Sustainable Investment Specialist
Tracks how investment professionals progress from basic ESG analysis to advanced SFDR disclosure practice across the program's learn, practice, and apply phases.
A program that grows with sustainable investing careers, from first SFDR classification to confident disclosure ownership.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Recordings and lab workbooks are shared on your LMS so the team can revisit each e-learning module after the live sessions.
Hybrid Training
Instructor-led sessions mix onsite and virtual delivery with guided disclosure labs throughout. Teams work classification drills, PAI calculations, and drafting exercises while the instructor coaches and reviews work. Hybrid keeps scheduling flexible without losing live interaction.
- Live instruction across onsite and virtual sessions
- Guided labs with instructor coaching and work reviews
- Real investment workflows with disclosure practice
- Flexible scheduling without losing live interaction
Onsite Training
Instructor-led training at your offices, with labs set up on your network and tooling. The instructor works through classifications and disclosure drafts with the team, reviews statements together, and tunes exercises to your funds and workflows.
- Instructor-led training at your offices
- Labs set up on your network and tooling
- Whiteboard reviews of classifications and drafts
- Exercises tuned to your funds and workflows
Live Virtual Training
Live virtual sessions on Zoom or Teams with screen-shared disclosure drafting, breakout labs, and real-time work review. Your team gets the same guided labs and instructor coaching as onsite, from anywhere.
- Live virtual sessions on Zoom or Teams
- Screen-shared drafting and breakout labs
- Real-time work review with the instructor
- Same guided labs as onsite, from anywhere
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size, timelines, and delivery preference, and we will send a detailed per-group quote with batch options.
Yes. Book a discovery call and we will map your investment workflows, disclosures, and goals to a tailored training plan.
Yes. Live virtual sessions run on Zoom or Teams with the same guided labs and instructor coaching as onsite delivery.
Yes. The instructor runs the full program at your offices, with labs set up on your network and tooling for realistic practice.
The program runs 29 hours of instructor-led training, usually across four to six days or weekly sessions on a flexible, mutually agreed schedule.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
ESG integration in investment comes after ESG reporting. Once your team understands how companies report ESG, this stage covers using that data in investment and meeting SFDR. Sustainable finance and climate risk follow.
Why Choose Edstellar as Your ESG Integration in Investment Management (SFDR) Corporate Training Provider
When comparing providers, Edstellar is the training partner teams choose for sustainable finance expertise and 5+ years of corporate training experience. Our methodology blends concise instruction with guided labs, and we share each trainer profile before booking. The result is measurable discipline in how your team integrates ESG and discloses it.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Every cohort's labs, examples, and disclosure exercises are tuned to your funds, ESG data sources, and compliance standards.
Proven Methodology
Concise instruction followed by guided labs and reviews, a repeatable method that turns SFDR rules into practiced disclosure skill.
Practice-Based Learning
Seven modules of guided labs and a capstone disclosure pack keep your team drafting and testing, not just listening.
Expert Trainers
Practitioners who implement SFDR disclosures for investment managers in production lead every session and review your team's work.
Global Scale
One consistent program delivered across your offices worldwide, in 10+ languages.
Measurable Outcomes
Lab checkpoints and a capstone review prove skill gains you can report internally.
Support SFDR Product Claims With Documented Classification and Portfolio Evidence
Edstellar develops sustainable-investment disclosure practice through SFDR classification, PAI calculations, taxonomy analysis, data screening, and investment-process documentation. Teams use sample funds and holdings to examine the support behind ESG claims. The final disclosure pack is reviewed for consistent classifications, transparent estimates, and traceable evidence without recommending investments or executing portfolio changes.
- Step 01
Consult
We explore fund and disclosure responsibilities, identifying gaps in SFDR classification, PAI estimates, taxonomy evidence, ESG-rating interpretation, and documentation of sustainable-investment claims.
- Step 02
Plan
We establish sustainable-finance foundations before product classification and PAI statements, then taxonomy tests, data screening, and investment-process integration within the disclosure pack.
- Step 03
Align
We align sustainable-finance and disclosure expertise with portfolio, product, risk, and compliance teams, introducing SFDR concepts and keeping all investment examples hypothetical.
- Step 04
Customize
We tailor sample fund strategies, portfolio holdings, rating disagreements, and estimation gaps to representative products, documenting assumptions without using confidential positions or real client decisions.
- Step 05
Execute
Participants classify funds, calculate indicators, compare provider scores, and test claims, receiving feedback on estimation transparency, evidence sufficiency, and consistency across disclosures.
- Step 06
Evaluate
We assess the SFDR pack for justified classification, reproducible PAI calculations, supported taxonomy reasoning, and disclosures that qualify uncertainty and withstand structured greenwashing challenge.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
ESG Integration in Investment Management (SFDR) Corporate Training Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request ESG Integration in Investment Management (SFDR) Training for Your Team
Share your team size, fund types, ESG data sources, and timelines to receive a tailored training plan and quote. Book a discovery call to discuss your goals; we confirm availability and respond with a proposal.