Course description
ESG, Impact and Sustainable Investing
Today, Socially Responsible and Impact Investing is one of the fastest growing segments of the fund management industry and the growth is expected to accelerate. Institutional investors have realised that they have a duty to consider sustainability issues when they make investments. Corporate boards are also realising the need to define value beyond the narrow interests of shareholders and are embracing a broader fiduciary approach and including a wider range of stakeholders, from consumers and employees to communities, broader society and the environment.
Upcoming start dates
Who should attend?
Who Should Attend:
- Asset Allocators/Portfolio Strategists
- Portfolio Managers
- Investment Advisors
- Product Developers
- Marketing and Distribution Professionals
- Private Bankers/Wealth Managers
- Equity and Fixed Income Analysts
- Board Directors
- Governance and Stewardship Specialists
- Family Office Managers
Training content
Day 1
A Framework for ESG and Responsible Investing
History and Background to ESG and Responsible Investing
- An historical overview of socially responsible investing
- Social purpose, sustainability and purposeful capitalism
- Differentiating between socially focused investing, governance focused investing and environment focused investing
- The size and growth of the ESG and SRI marketplace
- Global ESG assets by type of exposure
- Stimulants and catalysts behind the growth of ESG and SRI investing
- Why the ESG market is poised for further growth
Theoretical Backdrop: The Shareholder Model Vs Stakeholder Model
- Summary of shareholder value maximisation theory
- The Milton Friedman doctrine
- Agency theory and the separation of ownership and control
- Shareholder value theory and ESG integration are compatible
- Stakeholder value theory and why it is on the ascendancy
- Narrow versus broad definitions of stakeholders
- Defining corporate responsibilities to all stakeholders
- Frameworks for shareholder stewardship
- ESG factor analysis
- ESG risk premia
- Alpha, beta and smart beta in the context of ESG and SRI investing
Standards and Regulatory Background
- The Paris Agreement 2015, UNFCCC
- The Sustainable Development Goals
- The Coalition for Environmentally Responsible Economies (CERES)
- The Sustainability Accounting Standards Board (SASB)
- The UN Principles for Responsible Investment (PRI)
- The Green Bond, Social Bond and Sustainable Bond Principles
- Unilever’s sustainable living plan
The Future for ESG and Responsible Investing
- Rapid growth set to continue, if not accelerate
- ESG metrics – the soft underbelly of the ESG market
- Formulating ESG disclosure frameworks
- Corporate governance and stewardship codes
- Engaged owners and engaged ownership
- An institutional charter
Day 2
ESG Methodologies and Investment Processes
Exclusion-Based ESG Investing
Costs
Course fee: £3645 + VAT
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Euromoney Learning
At Euromoney Learning, we understand that learning doesn’t start and end when you leave the classroom. We know that the financial markets never stand still, and that technology has both simplified and added complexity at a break-neck pace. That’s why...