Fundamentals of ESG Investing

Location

Classroom

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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90%

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

96%

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

Why study with Alpha?

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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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