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.


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


of our clients would recommend Alpha to a colleague or peer


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


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..

Enquire now

"*" indicates required fields

This form collects your contact information so that we can correspond with you.
Check out our privacy policy for more information about how we protect and manage your data.
This field is for validation purposes and should be left unchanged.
The team are so friendly and pleasant to work with, everyone is very professional and keen to help us. Building a relationship over the past couple of years helps us to feel like the Alpha team are even more able to understand our needs and provide more proactive solutions.
Find out more about our in-house training courses