ESG Masterclass

Suitability

This course is suitable for anyone new to ESG.

Learning Outcomes

How your ESG behaviour becomes a revenue driver
Why ESG investing is not just altruism
About stakeholder vs shareholder capitalism
What we mean by Environmental factors
What we mean by Social factors
What we mean by Governance factors
The spectrum of objectives within ESG investing
About key investment products
What are the typical ‘what’ and ‘how’ based exclusions
What are ‘sin’ stocks
How ESG is a risk and an opportunity
The link to styles, cash flow and valuation
The trade off between costs now vs later
Evidence based on recent performance
Key academic studies
The challenge of measuring whether ESG works
About the key standard setters in the ESG space
How these standards get enforced and audited
How this is different to the financial reports
Why ESG scandals do more than hurt a portfolio
About major ESG scandals
Identify some common threads and red flags
How ESG exerts pressure on company management
About engagement and proxy voting
Why exclusion may not be the most persuasive option
To understand current growth trends
About current growth drivers
About restrictions to growth
Styles of ESG investing greenwash / exclusion / best-in-class / integration
How ESG can be implemented in passive funds
ESG in other asset classes
How data is reported by companies
How alternative or ‘big’ data is changing how ESG works
About the key third party data suppliers

Course Content

Unit 1 – How ESG aware are you: Stakeholder capitalism

Unit 2 – Introduction to E, S and G

Unit 3 – Spectrum of ESG

Unit 4 – Socially responsible investing

Unit 5 – How do ESG issues impact investors?

Unit 6 – Does it work for investors?

Unit 7 – The Standard Setters: Who gets to decide?

Unit 8 – ESG Scandals

Unit 9 – How do ESG investors change a company?

Unit 10 – Why ESG grows asset management

Unit 11 – Styles of ESG investing

Unit 12 – ESG data sources

This Course Includes

Learn: 12 micro-learning on-demand videos
Check: 12 knowledge checks to validate understanding
Apply: 12 hands-on practical exercises and projects
Requirements: Access to a computer with an internet connection
Accessibility: Access on PC, mobile or TV
Certification: Certificate of completion with CPD record

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

Why study with Alpha?

Innovation and creativity born from experience

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.

Knowledge Exchange Evangelists

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?

Generation Proof

Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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