ESG Concepts, Data sources and Reporting Frameworks

The aim of this course is to provide participants with an understanding of the key ESG frameworks from Supranational and other sources, the disclosure frameworks for corporate reporting and available data sources.

Suitability

This course is for individuals in Asset or Wealth Management designing, selling or supporting ESG products.

Learning Outcomes

At the end of the webinar, participants can

  • Understand and describe the key ESG frameworks from Supranational bodies
  • State the challenge of collecting data on ESG
  • Describe the status quo of corporate reporting and ongoing initiatives to improve it
  • Be aware of the analytical options for ESG, from manual review of company data to AI analysis of newsfeeds
  • Describe the leaders in the ESG data market place

Course Content

Case study: The Norwegian approach

How Supranational ESG bodies set an agenda

  • United Nations (including Global Compact, sustainable development goals, Paris Agreement)
  • Principles of responsible investment
  • International corporate governance network
  • Global sustainable investment alliance
  • Global impact investing network
  • Corporate reporting dialogue

Challenges of ESG data collection

  • Defining type of data to be collected
  • Differences to GAAP (including audit practice)
  • Implementation: Is what is relevant for an oil company useful for a staffing agency?
  • Same thing, different disclosure (drawing on Kotsantonis & Serafeim, 2019)
  • Identifying supply chains, granularity and purpose
  • The quandary of time
  • Going beyond corporate disclosure
  • Legitimacy: Standalone analysis VS a quantitative framework

Corporate Reporting Standards

  • Case study looking at example company disclosures (amongst others)
  • Within GAAP and national laws
  • Financial stability board task force on climate-related financial disclosures
  • The International Integrated Reporting Council (IIRC)
  • The Sustainability Accounting Standards Board

Industry standard data sources for ESG

  • Fundamental data -> Refinitiv, Bloomberg
  • Comprehensive -> MSCI, Sustainalytics, Vigeo Eiris, ISS, TruValue Labs, RepRisk
  • Specialist -> TruCost, CDP, Equileap

Going beyond the tickbox: A brief look at the use of AI and datascience in ESG

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of a cohort was promoted within 2 years after participating in an Alpha course.

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of participants felt more confident in their role, following an Alpha commercial leadership course.

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We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

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We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

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