E&S Risk Management Guide and Toolbox




Understanding DFIs

  • Target group: E&S Team / Investment Manager
  • Estimated duration:
  • Cost: €49

Course Overview

No E-learning but an innovative tool box to provide tailor made guidance in implementing financial institutions E&S policies related to risk management (In conjunction with course “State of the art E&S risk management”)

Topic

This is clearly no E-learning but an innovative tool box that provides tailor made guidance in implementing financial institutions E&S policies related to risk management. The toolbox works best in conjunction with the ElLearning course “State of the art E&S risk management” where the underlying basics are explained. In this toolbox you are guided through the different steps of what exactly you need to do now when setting up an E&S management system of managing the E&S risks of a specific investment project. As the name indicates, wherever possible and meaningful, the toolbox provides or links to “helpers” which could be questionnaires, checklists, sample documentation, suggestions for reporting formats, sample guidelines, etc. Also, the toolbox is designed in a way that its users are efficiently guided to what exactly they need (network of links with explanations).

Questionnaires, checklists, sample documentation, suggestions for reporting formats, sample guidelines related to the following questions

  1. How to setup an E&S risk management system?
    • Policy
    • Procedures and responsibilities
    • Reporting formats
  2. How to manage E&S risks of a given investment project?
    • Categorisation
    • Due diligence
    • Approval
    • Contract negotiations
    • Monitoring
  3. Where to find preselected resources (out of countless information sources available online and offline)?






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