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Users registered from August 2024 onwards
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Applied RI
Introduction
PRI Academy’s flagship course is focused on teaching learners to identify and incorporate ESG factors in investment decision making.
The course is suitable for all investment and asset management industry professionals who wish to rapidly develop their ESG and responsible investment knowledge from a foundational to intermediate level.
Overview
Price:
£750 (for non-signatories),
£600 (for PRI signatories)
Duration: 15 hours
Suitable for:
Everyone working in any role in the investment management industry.
Available in: English and Japanese
Details
PRI Academy’s flagship course, Applied RI provides a comprehensive examination of responsible investment, from theory to practical application. Learners leave the course able to identify and analyse material ESG factors and to integrate sustainability data into financial modelling and existing investment processes.
After successfully finishing the course and passing the assessment, users will be awarded with an industry recognised certificate of completion, issued by the PRI.
Learning Outcomes
By the end of this course you will be able to:
Define responsible investment and ESG issues
Recognise and understand the materiality of common environmental, social and governance issues
Grasp practical approaches for ESG analysis at global, regional, industry and company levels
Identify environmental, human rights, and corporate governance processes, best practice, key standards, frameworks and stakeholders
Understand models of engagement and design an engagement policy
Recognise key considerations to implement a successful company-wide responsible investment programme
Integrate ESG data in financial modelling and assess ESG performance
Course Outline
Modules
Define responsible investment and outline its drivers.
Understand the business case for responsible investment.
Define sustainability and its three pillars.
Be aware of key ESG regulation.
Understand that ESG issues can manifest at a global, regional, industry and company level.
Discuss the risk and opportunities for investors created by ESG issues at all levels in which they manifest.
Consider criticisms of ESG (anti-ESG narratives and greenwashing).
Define environmental issues.
Understand the relationship between business activities and ecosystem services.
Identify environmental megatrends.
Identify approaches to environmental analysis at a country, sector and company level.
Describe the impacts of climate change on our planet, industry and investment performance.
Differentiate between transition and physical risks.
Outline policy actions implemented to counter climate change.
Identify starting points for embedding responsible investment into your investment practices, including conducting climate risk assessments.
Point to platforms through which relevant guidance can be accessed.
Identify social issues.
Outline the relationship between social issues, companies and investors.
Assess the investment implications of human rights.
Identify approaches to social analysis at a country, sector and company level.
Identify key corporate governance issues.
Understand why corporate governance is important to investors.
Understand the main corporate governance principles.
Recognise best practices in corporate governance.
Understand different ways ESG can be incorporated into investment decision-making.
Understand how ESG information enhances traditional financial analysis.
Identify different types of ESG information relevant to financial analysis.
Understand elements of ESG analysis, including the role of materiality.
Apply a framework for ESG integration for company-specific analysis.
Understand how to integrate ESG data into financial models and ratio work.
Active Ownership 2.0
Climate Action 100+
Identify elements of a stewardship policy.
Understand engagement and voting processes.
Recognise the different types of, and approaches to engagement.
Explain how the outcomes of engagement activities impact investment decisions, and how voting strengthens engagement.
Identify evolving standards and practices in stewardship across asset classes.
Understand the role of the investment value chain and client preferences.
Identify the people, processes and tools related to responsible investment implementation.
Identify the areas and elements to consider when implementing a successful responsible investment programme.
Understand the role and requirements of the PRI, including the information you need for internal and external reporting on responsible investment activities.
Tesla: ESG analysis in listed equity
Walmart: ESG analysis in fixed income
Testimonials
Giovanni Barbi
VP, Investment Stewardship, BlackRock
“This course is a great introduction to ESG issues, trends, and themes, and to identify the existing relationships between ESG analysis and investment decision making. It is suitable for investment professionals who already have a background in this field, as well as for those who are less familiar.”
Shizuko Ohmi
Japanese Head of Investment Stewardship, JP Morgan Asset Management
“The PRI Academy’s courses provide the fundamentals for everybody who aims to integrate ESG in investments – wherever you are domiciled, in the most effective way.”
Ben Ridley
Director, Credit Suisse
“I would recommend this informative e-learning course to anyone wanting to learn the essentials of ESG and RI. The course is also suitable for seasoned practitioners who are looking for a refresher on these topics. The self-learning schedule of the course allows you the flexibility to study at your own pace.”
Maria Nordqvist
Head of Responsible Investments, Lannebo Fonder
“The PRI Academy course is a great tool to capture the basics of responsible investments. The course includes fundamental understanding of ESG megatrends and strategies as well as real life cases and self-testing pace.”
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