ESG Masterclass


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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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.

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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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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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