ESG Fundamentals Certification

Course Information

  • the date

17/02/2025

  • Duration

5 days

  • The city

London

  • Cost
  • Type

in-house

Course details

As the corporate world increasingly prioritizes sustainability, mastering environmental, social, and governance (ESG) principles is becoming crucial for businesses aiming to achieve long-term success. The "ESG Fundamentals Certification" course provides a thorough foundation in ESG concepts, offering participants the skills and knowledge to incorporate ESG factors into their business and investment strategies.

Over five comprehensive days, this course will cover the key aspects of ESG investing, from understanding its significance to exploring the environmental, social, and governance factors that drive it. Participants will engage in interactive sessions, case studies, and practical exercises designed to enhance their ability to analyze, manage, and report on ESG risks and opportunities. The course will also examine the growing ESG market, different types of ESG investing, and the integration of ESG into traditional financial and investment analysis.

By the end of the course, attendees will be well-equipped to enhance their organization's ESG practices, contributing to sustainable and responsible business operations.

بحلول نهاية هذه الدورة، يجب أن يكون المشاركون قادرين على:

اكتساب فهم شامل للاستثمار البيئي والاجتماعي والحوكمة وأهميته المتزايدة في مشهد الاستثمار اليوم

فهم العوامل البيئية والاجتماعية والحوكمة المختلفة التي تشارك في الاستثمار وتأثيراتها على الأنشطة التجارية

تحليل وتقييم عوامل الخطر المادية وتحديد فرص الاستثمار

فهم كيفية تحقيق استدامة الاستثمار على المدى الطويل

اكتساب فهم شامل لسوق البيئة والاجتماعية والحوكمة وأهمية الإدارة والمشاركة لمجتمع الاستثمار

دمج عوامل البيئة والاجتماعية والحوكمة في عمليات صنع القرار الاستثماري وتحليل الاستثمار

استخدام خرائط الأهمية وبطاقات الأداء البيئي والاجتماعي والحوكمة لتقييم قضايا البيئة والاجتماعية والحوكمة وتعزيز نموذج التقييم الأساسي

تطبيق حلول الاستثمار المتكاملة مع البيئة والاجتماعية والحوكمة وتقييم تحديات التكامل

دمج عوامل البيئة والاجتماعية والحوكمة في عملية إدارة المحفظة

فهم الفرق بين فحص الشركات الفردية والاستثمارات الجماعية

قياس وإبلاغ أداء الاستثمار البيئي والاجتماعي والحوكمة، وضمان التواصل الفعال مع العملاء

تم تصميم هذه الدورة خصيصًا للمهنيين الذين يكرسون جهودهم لدمج مبادئ ESG في أدوارهم ومنظماتهم، وتعزيز خبراتهم في الممارسات المستدامة والاستثمار المسؤول:

محترفو الاستثمار
المستشارون الماليون
موظفو إدارة المخاطر
مسؤولو الحوكمة المؤسسية
مسؤولو الاستدامة
المستثمرون المؤسسيون
موظفو التنظيم والامتثال
المديرون التنفيذيون للشركات
أي شخص مهتم بمبادئ ESG

Course outline

ESG Factors

 

  • Understanding the meaning of ESG investing and its significance in today’s investment landscape
  • Exploring key environmental factors, and how business activities impact these factors
  • Climate change44
  • Air and water pollution
  • Biodiversity
  • Deforestation
  • Energy efficiency
  • Waste management
  • Water scarcity
  • Exploring key social factors, and how business activities impact these factors
  • Customer satisfaction
  • Data protection and privacy
  • Gender and diversity
  • Employee engagement
  • Community relations
  • Human rights
  • Labor standards
  • Exploring key governance factors, and how they affect business decisions
  • Board composition
  • Audit committee structure
  • Bribery and corruption
  • Executive compensation
  • Lobbying
  • Political contributions
  • Whistleblower schemes
  • Examining the potential risks and consequences for businesses that fail to address ESC issues

ESG Market & Engagement

 

  • Analyzing the current size and rapid growth of the ESG market
  • Discussing what drives increasing interest in ESG investing
  • Assessing the impact of ESG investment on industry and company performance
  • Identifying challenges associated with conducting ESG analysis across different regions and cultural contexts
  • Differentiating between different types of ESG investing:
    • Exclusion-based investing
    • Integration-based investing
    • Engagement-based investing
    • Impact-based investing
  • Understanding the importance of stewardship and engagement to the investment community

ESG Analysis & Validation

 

  • Comparing traditional investment analysis methods with ESG-focused approaches
  • Determining the relationship between ESG analysis and investment decision making
  • Methods for integrating ESG analysis into financial analysis
  • Comprehending the significance and challenges of identifying and evaluating ESG factors
  • Comprehending the significance and challenges of identifying and evaluating ESG factors
  • Utilizing materiality maps and ESG scorecards to assess ESG issues materials
  • Understanding how ESG enha

Integrating ESG into Investment Analysis

 

  • Discussing the purpose of integrating ESG into investment analysis
  • Methods of integrating ESG into investment analysis
  • Applying ESG analysis and integration into a range of asset classes
  • Applying ESG analysis and integration into a range of asset classes
  • Discussing the role of rating agencies in supporting ESG analysis for fixed-income investments
  • Challenges of integrating ESG into investment analysis

Integrating ESG into Portfolio Management

 

  • The process of integrating ESG into portfolio management
  • Understanding ESG screening and its impact on investment selection
  • Understanding passive ESG approaches and green bonds principles
  • Discussing factors that influence the selection of ESG investing strategy and what features clients are seeking
  • Clarifying the significance of mandate construction for successful ESG integration
  • Discussing maj

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