Course description
Overview
ESG factors are becoming increasingly important in investment management. This is driven by a combination of client demand, new regulations and the materiality of ESG considerations on risk and investment returns.
This introductory course aims to develop an understanding of the key ESG factors that impact company performance, as well as the methodologies for integration of ESG into the investment analysis process. In addition, the course will consider practical issues such as engagement strategies with investee firms and incorporating ESG into client mandates.
Who is this for?
This course gives a comprehensive introduction to incorporating ESG into the Investment management process. It will be useful for all roles working in financial services organisations that require an understanding of ESG investing and would include sales and distribution, risk, product development, wealth management and advisory roles.
What will you learn?
On completion of the course you will be better able to:
- Understand the ESG market and the key ESG issues, such as climate change, impacting long term investee firm valuations.
- Discuss the key drivers to integrate ESG into the investment management process.
- Understand ESG reporting and the role of ESG rating agencies in company analysis and valuation.
- Overview the different approaches to integrating ESG into analysis and valuation.
- Overview client mandates, reporting and engagement strategies with investee firms.
Related ESG courses
Environmental, Social & Governance (ESG) - an Awareness
ESG - Commercial Lending
ESG - Decision-Making & Management Reporting
ESG - Pricing Carbon Through Taxation in the UK
ESG - Sustainability Reporting
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Upcoming start dates
Suitability - Who should attend?
This course is focused on incorporating environmental, social and governance (ESG) factors into investment analysis and would benefit those delegates who have attendedEquity Markets & Equity Investing – Introduction,Equity Markets & Equity Investing – AdvancedorEquity Research – Analyse & Present an Investment Case.
It is suitable for anyone investing in, or considering investing in, equities as well as those already involved in the investment management industry. The course will also benefit graduates and junior level executives interested in a career in investment management.
Others who could benefit from the course include those working in: sustainability and investor relations roles within corporates, professional services firms and financial institutions; investment banking (sales, finance, risk, compliance etc.); plus non-executive directors and trustees of pension funds who wish to familiarise themselves with their ESG responsibilities.
Outcome / Qualification etc.
Attend and you will gain full insight into how ESG issues can be incorporated into an investment process. The course will explore the diversity of opinion and approaches available, the responsibilities of investors as well as the performance of socially responsible investment, green and ESG portfolio approaches.
Training Course Content
The course will provide delegates with an overview of the role of ESG factors in the global financial market place. The most recent trends in investing including SRI (socially responsible investing) and impact investing will be evaluated.
Designed to explain the history of ESG analytics and why it is now an essential tool in the valuation of companies and markets, this course is deliberately participative and interactive in nature.