Fundamentals of ESG Investing

The aim of this course is to introduce the fundamentals of ESG investing to participants; the evidence supporting it and familiarity with the stakeholders influencing practice.

Suitability

This course is for individuals new to the financial markets or as an introduction to the other modules.

Learning Outcomes

After completing this course you will be able to:

Understand the concept of ESG investing
Explain the “E”, “S” and “G” of ESG
Explain how ESG and AUM have developed over time and in regulation
Make the case for ESG investing and bust some enduring myths
Understand how ESG issues can deceive or hurt investor performance
Describe the decision making process on to determine ESG compliant behaviour
Describe the parties leading these decisions at a supranational level
Explain the styles of ESG Investing, including drawbacks

Course Content

Defining the E S and G of ESG investing
How ESG issues can hurt investors, society and the planet
- ESG issues as a hidden liability or cost
Timeline of key regulatory developments
AUM growth trends
The case for and against ESG investing
- How investors can influence? Agency, market effects and soft power (engagement)
- Fiduciary responsibility – for or against ESG?
- Evidence of performance impact (introduction)
- Myth busting
Who judges compliance?
- ESG breaching behaviours
- Supranational bodies and other sources of ESG compliance frameworks
- Challenges of obtaining ESG data
Introduction to styles of ESG investing

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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.

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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