Course Info

Length: 1 Week

City: London

Type: In Classroom

Available Dates

  • Feb-24-2025

    London

  • Mar-10-2025

    London

  • May-05-2025

    London

  • Aug-25-2025

    London

  • Oct-20-2025

    London

  • Dec-15-2025

    London

Dates in Other Venues

  • Dec-23-2024

    Barcelona

  • Dec-30-2024

    Dubai

  • Jan-13-2025

    Singapore

  • Jan-13-2025

    Istanbul

  • Jan-13-2025

    Paris

  • Jan-13-2025

    Kuala Lumpur

  • Jan-13-2025

    Barcelona

  • Jan-13-2025

    Amsterdam

  • Feb-24-2025

    Dubai

  • Mar-10-2025

    Dubai

  • Apr-14-2025

    Kuala Lumpur

  • Apr-14-2025

    Istanbul

  • Apr-14-2025

    Amsterdam

  • Apr-14-2025

    Paris

  • Apr-14-2025

    Barcelona

  • Apr-14-2025

    Singapore

  • May-05-2025

    Dubai

  • July-14-2025

    Barcelona

  • July-14-2025

    Istanbul

  • July-14-2025

    Paris

  • July-14-2025

    Amsterdam

  • July-14-2025

    Kuala Lumpur

  • July-14-2025

    Singapore

  • Aug-25-2025

    Dubai

  • Oct-13-2025

    Barcelona

  • Oct-13-2025

    Paris

  • Oct-13-2025

    Singapore

  • Oct-13-2025

    Istanbul

  • Oct-13-2025

    Kuala Lumpur

  • Oct-13-2025

    Amsterdam

  • Oct-20-2025

    Dubai

  • Dec-15-2025

    Dubai

Course Details

Course Outline

5 days course

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

 

  1. Climate change44
  2. Air and water pollution
  3. Biodiversity
  4. Deforestation
  5. Energy efficiency
  6. Waste management
  7. Water scarcity

 

  • Exploring key social factors, and how business activities impact these factors

 

  1. Customer satisfaction
  2. Data protection and privacy
  3. Gender and diversity
  4. Employee engagement
  5. Community relations
  6. Human rights
  7. Labor standards

 

  • Exploring key governance factors, and how they affect business decisions

 

  1. Board composition
  2. Audit committee structure
  3. Bribery and corruption
  4. Executive compensation
  5. Lobbying
  6. Political contributions
  7. 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:


  1.      Exclusion-based investing
  2.      Integration-based investing
  3.      Engagement-based investing
  4.      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
  • 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
  • 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