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.


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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