Environmental, social and governance (ESG) investment - an overview
Member price: £144.50 + VAT
Non-member price: £170 + VAT
Online Live, 29 April 2022
Online Live, 2 September 2022
Online Live, 2 December 2022
ESG factors are becoming increasingly important in asset management. This is driven by a combination of client demand, new regulations and the financial materiality of ESG considerations on investment returns.
This half day course covers the various approaches to ESG investing, the different types and the various challenges involved, from the point of view of prospective investors and fund managers. It gives examples and analysis of ESG ratings, indices and their weaknesses.
Who should attend
This course is suitable for those involved in investment decision-making and are interested in the impact of ESG issues, both from a prospective investor's point of view and that of a fund manager.
What you will learn
On completion of the course you will be better able to understand:
- The different ways of implementing ESG investing, e.g. negative screening, etc.
- The range of focuses within ESG, e.g. sustainability, diversity, etc.
- The range of commitment levels within ESG – from negative screening to impact investing
- The challenges involved in creating ESG ratings and their weaknesses
- The challenges involved in implementation, e.g. setting thresholds
The course coverage will include:
- The evolution of ethical investing
- The range of focuses within ESG
- The challenges of implementation
- Setting thresholds
- Active vs Passive (e.g. ETFs) management and creating indices, e.g. MSCI
- ESG ratings, e.g. MSCI, their challenges and weaknesses, the BooHoo example
- Portfolio risk and return, tracking error
- Green bonds and the environmental threat to credit ratings
- Pots and kettles – how fund managers score on ESG
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