Base Service Rates per Service Type: TBLI ACADEMY™ CLASS
Management Briefing How are the latest developments in CSR, SRI, regulations, and legislation going to affect your company and the financial industry? Is your company prepared to make the most of these new opportunities?
Our management briefings provide your management team and key staff with information on latest developments in SRI markets to assist with organizational policy and service development. Upon completion of the briefing, Brooklyn Bridge-TBLI will facilitate further discussion about how these recent developments may shape your organization and its services. We provide basic content customization and one management briefing session, up to three hours in length.
SRI Industry Mapping Are you on top of the latest developments in sustainable investment?
The SRI Industry Mapping Service provides an in-depth look at the current developments in sustainable investment and the latest data and qualitative information regarding the industry. The report includes detailed information on the following:
Asset Classes
• Public Equity
• Private Equity
• Bonds
• Other Investments Areas
Issue Areas
• Environment
• Social Issues
• Corporate Governance
• Politics
Regulation and Legislation
• European Union
• United States of America
• Canada
• Asia
• Other Regions of Interest
This service makes the information that you are looking for easy to find, eliminating the need to continuously research the latest developments on your own. Reports are issued regularly throughout the year to capture shifts in the industry and policy changes. We also provide flash updates to keep you abreast of major developments as they happen.
TBLI LectureTBLI Lecture provides your staff or clients with information on the latest trends in SRI and overviews on a variety of other sustainability-related subjects.
Brooklyn Bridge-TBLI GROUP™ Founder and CEO, Robert Rubinstein, has provided lectures for leading companies, NGOs, and civic groups for the past decade. Upon completion of the lecture, he facilitates further discussion about the topics covered. The lectures provide more general information than in the management briefings and are customized to meet the needs of the intended audience.
Lecture topics include:
• Introduction to Triple Bottom Line Investment
• SRI Investment Trends
• The Emergence of Sustainable Private Equity
• SRI Geographic Trends
• Carbon Finance Outlook
• SRI and Investment Portfolio Risk Management Strategies
Basic content customization and one onsite lecture, up to three hours in length, are included in the lecture cost. Travel costs are not included.
Other lecturers are also available through our network with expertise in the areas of Stakeholder Development and Marketing SRI to Retail and High Net Worth Clients.
CONTACT US to find out more or to schedule a lecture at your organization or for your next event.
CLICK HERE to learn more about our lecture rates. Recent clients and events include: TBLI CONFERENCE™ 1999 - 2007
Bank Insinger de Beaufort Rabobank
Fortis
MeesPierson
French Government Conference on Climate Change for Financial Sector
Dutch Assoication of Insurers Conference on Climate Change
Pink Roccade
IBM
Shell
Origin
Randstad
SNS
ING
Heineken
Postbank
Prudential Securities
Telfort
BASF
Arcadis
Canon
Reaal Verzekering
Nationale Nederlanden
Mercedes
Cap Gemini
Philips
Achmea
Vedior
Kembo
EBNSC Conference (Brussels)
Ministerie Economische Zaken
Oikocredit
Association of Disposables
IMD
Rotterdam School of Management Erasmus University.
TBLI INVESTOR SALON™ These events offer a unique opportunity for financial institutions, asset managers, and private banks to market existing or new socially responsible investment products to prospective or current clients. These events can help your organization build better relationships with your investors and attract new investors. In particular, these events:
• Educate investors on the latest trends and investment market conditions of particular asset classes in a group discussion format. Speakers with experience on the on the frontlines of clean technologies and sustainable investments offer an in-depth perspective on the advantages and risks of new or unfamiliar investment products to your clients.
• Preview new asset class opportunities. We can develop Salons around public equity, private equity, screened bonds, sustainable real estate development, and other alternative asset classes, focusing on a single asset class or presenting integrated investment plans.
• Engage your current and prospective clients in a dialogue about your sustainable investment products. Your clients also have the opportunity to meet at the Salon and discuss these investment opportunities with each other.
Brooklyn Bridge/TBLI is on hand to facilitate discussion to ensure that your organization can make the most out of the event. We can help you identify fund managers to present investment opportunities that align with the discussed topics, or we work with your own fund managers to develop a presentation that is appealing within the context of the meeting. Our basic TBLI Investment Salon services include the following:
• Development of program content and arrangements with speakers;
• Identification and recruitment investment funds to present opportunities;
• Basic event marketing and materials development, customized to your organization’s brand and investment policies;
• Facilitation on the day of the event; and
• Follow-up with staff and interested investors to determine future topics and investment opportunity interests.
The final cost depends on the speakers you select, investment opportunities presented, and the level of customization required for the event.
CONTACT US to find out more or to schedule an Investor Salon at your organization.
CLICK HERE to learn more about our rates. Recent clients and events include:
Bank Insinger de Beaufort
Andromdea Fund
Management Coaching
Management Coaching provides executives with direct feedback and further insights on the strategic and operational implications of sustainability and SRI within the organization. These sessions are designed to address the particular concerns and questions of executives about the implementation and ongoing performance of a sustainability program or the implementation of SRI products and services.
TBLI CONSULTING™ will assist management in designing a strategy to move the business forward via a coaching approach: facilitated business and strategic planning sessions, in small groups or in one-on-one sessions.
In particular, coaching sessions can provide:
• Direct decision support through the implementation or evaluation process;
• Support before, during, or after organizational meetings;
• Identification of barriers and steps to ensure the success of sustainability;
• Assistance to establish clearly measurable program outcomes;
• Develop alignment between corporate objectives and program objectives;
• Identifying gaps between existing and desired corporate culture;
• Collaborating with sustainability leaders to define strategies;
• Identify and integrate practices that align with the sustainability;
• Create smooth transitions to sustainable practices;
• Development of a corporate sustainability vision;
• Conflict management around sustainability practices;
• Development of techniques to successfully lead change; and
• Communication clarity and effectiveness around sustainability issues.
As a compliment to management briefings, these sessions allow for direct program planning, development, implementation and decision support.
Sustainable Investment Product Development and Marketing TBLI CONSULTING™ provides assistance in the development and implementation of sustainable investment products with specific attention to current organizational capacity, strategic considerations, and the target market. We can provide comprehensive services for all or part of your investment product development process. In particular, we can provide your organization with the following:
1. A general overview of investment options including investment possibilities by type, historical criteria, volume, track record, exit payments (where appropriate), and risk (beta) either globally and/or by relevant regions (depending on data availability).
Investment classifications can include:
a. Sustainable Public Equity Funds
b. Sustainable Private Equity Funds
c. Micro-credit Funds
d. Screened Government and Corporate Bonds
e. Sustainable Real Estate
f. Direct Project Investments
g. Carbon Credit Trading
h. Other Alternative Investment Classifications
2. Assist in the development of a comprehensive project plan for the implementation of sustainable investment services.
3. Development of internal staff, management and board presentations based on the research completed and the investment services plan.
4. Assistance in the development of strategic alliances and partnerships. Click here for more information.
5. Development of marketing materials and presentations for current clients or targeted investors.
Alliance Development and Networking In many situations, developing the internal capacity to implement a comprehensive CSR or SRI program is very time consuming and costly. Frequently, organizations are reluctant to implement a CSR program because it may draw resources from other business and investment priorities.
Rather than going it alone, TBLI CONSULTING™ can help you to identify and negotiate strategic alliances or procure the appropriate services that align with your goals and your SRI or CSR strategy. Moreover, utilizing our extensive network, we will assist your organization to recruit partners that fit with your organizational culture and supplement your SRI or CSR strategy.
Stakeholder Identification and Development
The primary method to building a good company reputation, increasing the value of brand equity and to lower reputation risk in the long term, is to increase transparency in terms of corporate governance, operations, both internally and along the supply chain. TBLI CONSULTING™’s Stakeholder Development and Engagement services will provide the following to your organization:
• Assistance in the identification, recruitment and development of key long-term stakeholders.
• Assistance in the development of a stakeholder council that can provide input and feedback on operational, marketing, public relations, and sustainability-building efforts.
• Assistance in the development of a comprehensive reputation crisis management plan with input from key staff and stakeholders.
• Methods and tools to increase transparency in reporting, marketing and public relations efforts.
Depending on the organization and the objective(s) of the project, targeted stakeholders may include environmental, human rights, community development and labor organizations as well as representatives from government, key customer groups, shareholders, the board of directors, and employee groups.
We customize each stakeholder development project by selecting experts in stakeholder development from our network that can best work with identified groups. We will assist your organization through the entire process, and provide on-going assistance through implementation. Furthermore, Brooklyn Bridge can also provide follow-up assistance to further enhance and maintain stakeholder relationships.
Fundraising PlanningTBLI CONSULTING™ assists private equity investment funds and business ventures in assembling an effective capitalization network. Our experience in finding key strategic and financial partners can assist in the development of a realistic plan based on your investment or business strategy. Whether you decide to raise capital on your own or by using a third-party fundraiser, we can help you identify service providers and partners to help you reach your capital target.
Investment Fund and Business Venture Fundraising
TBLI CONSULTING™ provides private equity investment funds and business ventures with comprehensive networking services for fund or business venture capitalization. Our service model consists of the following:
• A listing of potential investors pre-screened for suitability with the mandate of the fund or business venture;
• Distribution of the fund or business venture executive summary to potential investors;
• Follow-up with potential investors to determine level of interest and additional information requirements;
- Monthly fundraising status reports;
• Feedback regarding investment prospects and areas for improvement based on investor responses;
• Coaching and direct support in regards to providing investment-grade information presentations to potential investors; and
- Direct support during initial meetings with potential investors.
Services are provided on a fee-commission basis with an upfront retainer. The retainer, which ranges from € 20,000 to € 50,000, depends on the size and scope of the fundraising project. Projects requiring significant amounts of travel and direct assistance will necessitate a higher retainer fee. We also offer a retainer plan with a fee for each introduction.
The fee-commission, which ranges from 0.05% to 3.0% of funds raised, also depends on the size and scope of the project. In most cases, the retainer is deducted from the fee commission. To avoid conflicts of interest, we can only provide a limited number of clients with financial networking services at any one time.
Prior to engaging in services, TBLI CONSULTING™ will conduct an assessment to determine the feasibility of your business or investment plan and to ensure that there are no conflicts with current clients. TBLI CONSULTING™ will not provide simultaneous services to any funds or business ventures with overlapping geographical, strategic, and industry focuses.
Travel PolicyTravel costs are billed at actual cost for transportation, hotel, and expenses. Transportation Staff and partners will travel by train within Europe for trips of four (4) hours or less, unless another mode of transport is cost competitive. Only economy class air travel is utilized for flights lasting less than three (3) hours. Business class air travel is utilized for long-haul flights. Whenever possible, staff and partners will seek travel services at the lowest possible cost that honors this policy and the projected time constraints. In terms of local travel at destination sites, staff and partners should take the most expedient form of transportation for the particular location. However, staff and partners are encouraged to use public transportation or other low-emission methods when possible. All of Brooklyn Bridge-TBLI GROUP™ travel is Carbon Neutral. Carbon credits are reviewed and purchased annually. Lodging Staff and partners are encouraged to utilize corporate-level accommodation close to the location of service provision or easily accessible to the most expedient form of public transport. When possible, suggestions of accommodation will be solicited from client companies. Staff may choose to stay with friends or relatives at destination sites. If this is the case, then a per diem rate of € 75 per day is provided as an incentive such stays. Expenses & Billing Other expenses, such as meals and incidentals, are billed at the rate of actual cost. Currency exchange rates are calculated on the invoiced date of expense. Clients may request an itemized budget of travel-related expenses in advance. Original documentation of billable travel-related expenses is kept on file in the Brooklyn Bridge-TBLI GROUP™ office. Copies will be furnished to clients upon request.
Attendance at TBLI Conference Your managers and staff members have the opportunity to gain new knowledge and expand their networks at the Annual TBLI CONFERENCE™, the world's largest international learning and networking event on ESG and Sustainable Investment. During the two-day event, experts in their respective fields present the latest developments in screening, auditing, reporting, SRI analysis, asset classes, corporate citizenship, indexes and research.
Discounts on conference registration are available with a number of consulting and training services. TBLI ACADEMY™ Class
Introduction to Sustainable Investment
Part I – Awareness
Six Hours/One Day
This session covers the broad range of issues related to sustainability and finance. The first part of this workshop focuses on awareness, providing an introduction to sustainability by looking at the background, history and current perspectives in the field. The second half focuses on the market for sustainable finance, SRI methodology, structures, and the most recent news on SRI.
Introduction to Sustainable Investment
Part II – Acceptance
Six Hours/One Day
The second session in this series focuses on real life cases, asset screening, research, engagement methods, available data, and indices. Based on the level of customization required, this workshop may include guest speakers from the SRI field.
Engagement Strategy
Six Hours/One Day
Engagement strategy is achieved by building active relationships with companies, policy makers and other stakeholders to generate greater understanding of social, environmental and ethical risks and opportunities, as well as acting on behalf of clients to encourage improvements in corporate practice and policy frameworks. This one-day course covers the tools and methodologies to implement a comprehensive engagement strategy.
Screening Process and Methodology
Six Hours/One Day
This session helps participants understand how SRI applies a range of filters to screen out sectors and business practices judged to be socially, ethically, and environmentally unacceptable by investors. The associated methodology is examined using current screening models. We then train participants how to use these principles in everyday business decisions.
Social Screening
Six Hours/One Day
This one-day course covers the various aspects of social screening, including establishing guidelines and management systems to implement a human rights policy and maintaining dialogue with stakeholders. Some specific activities related to social screening, such as international workforce, human rights abuse in the supply chain, corruption, and bribery practices are also considered.
Carbon: Markets and Risk Assessment
Three hours/Half Day
Regulations and treaties on carbon-dioxide emissions and green house gases (GHG) have given rise to new markets and risk assessment considerations. This session teaches participants to understand and apply qualitative and quantitative tools to assess the potential implications of climate change and GHG regulations on equity prices, corporate earnings and relative sector risks. Guest speakers who are experts in the field will address potential threats and opportunities from altered climate conditions.
Corporate Ethics Screening
Three Hours/Half Day
This course covers ethical screening methodology. Participants will learn the techniques applied in monitoring corporate actions, annual reports, and the internal and external alignment of company communications. The course also provides insights into accounting scandals and auditing.
Risk Analysis
Three Hours/Half Day
Risk analysis can provide insights into the value of corporate sustainability strategies through a refined understanding of how the strategies might reduce economic cycles and downside risks associated with negative reputation incidents. The impact of sustainability on risk gives additional insights into the growing acceptance of sustainable corporate business practices.
If you would like to arrange a workshop for your organization, or if you would like more information on the TBLI Academy, please click here or contact the Brooklyn Bridge/TBLI Group office.
GO TO TBLI ACADEMY PRICES & TERMS
TBLI ACADEMY™ Prices & Terms
Rates for TBLI ACADEMY™ workshops are based on the number of participants and the duration of the workshop. Discounts may be available for a combination of workshops or for the same workshop provided several times provided for the same organization. The base rates for workshops are as follows: 15 Participants
12 Hour (2 Days) Training € 15,000
6 Hour (1 Day) Training € 8,500
3 Hour (Half Day) Training € 5,000 20 Participants
12 Hour (2 Days) Training € 18,000
6 Hour (1 Day) Training € 10,000
3 Hour (Half Day) Training € 6,500 25 Participants
12 Hour (2 Days) Training € 20,000
6 Hour (1 Day) Training € 11,000
3 Hour (Half Day) Training € 7,500 30 Participants
12 Hour (2 Days) Training € 22,000
6 Hour (1 Day) Training € 12,000
3 Hour (Half Day) Training € 8,500
TBLI ACADEMY™ WORKSHOP TERMS
Quoted costs include preparation, instructors, and general training materials. Travel, logistics, space rental, equipment, and technology support are not included in quoted price. Brooklyn Bridge may assist with additional logistics, or expanded class sizes or offer an extended course. Logistics support will be billed at market costs and the cost of staff time. The final cost of training depends on technical support, equipment, experience and caliber of guest speakers, catering requirements, level of customization, follow-up, and the number of participants. A complete price quote will be provided with the workshop contract. Travel costs are billed at market rates. See the Brooklyn Bridge-TBLI Group™ Travel Policy for more information. Minimum workshop cost is for 15 participants. The maximum workshop size is 30 participants. Groups consisiting of more than 20 participants may be split into two groups to maintain training quality. Additional workshop sessions can be arranged for larger groups.
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