Responsible Investment for Boards and Trustees

This course is suited for:

Board members / Trustees / C-suite and senior leaders / Other fiduciary roles

1h 30 minutes
English
Online

Responsible Investment for Boards and Trustees is designed for board members, fiduciaries and senior leaders who are responsible for investment oversight and strategic accountability within their organisations.

The course introduces the principles and practices of responsible investment, focusing on the incorporation of environmental, social and governance (ESG) factors into investment decision-making, equipping senior leaders and trustees to drive informed decisions that align with their organisation’s sustainable investment goals.

What You’ll Learn

By the end of this course you will be able to:

Explain what responsible investment is and why it matters for long-term performance.
Understand the link between ESG factors, financial materiality, and fiduciary responsibilities.
Identify ESG risks and opportunities that can impact investment decisions.
Assess and better oversee responsible investment policies and strategies.
Ensure engagement with managers and stakeholders aligns with your organisation’s sustainable investment strategy.
Recognise emerging responsible investment trends.

Description

Strong governance is essential for effective sustainable investment.

This course equips board members, trustees, and senior leaders with the knowledge and confidence to oversee and hold to account their organisation’s responsible investment strategies.

Participants will gain a foundational understanding of responsible investment principles and learn how sustainability and governance factors can affect financial performance and investment outcomes. The course offers practical guidance on assessing ESG risks and opportunities, challenging investment practices, and integrating sustainability considerations into investment oversight.

By the end of the course, participants will be better equipped to contribute to and monitor their organisation’s approach to responsible investment.

After finishing the course and passing the short assessment, participants receive an industry-recognised certificate from the PRI and a digital badge to showcase their achievement.

This course includes:

English

1h 30 minutes

Item #3

This Course Includes

Course Outline

Course overview
What is responsible investment?

Introducing ESG
Key ESG issues
1. Climate change
  Human rights
ESG incorporation
1. Screening, ESG integration, thematic investing
2. Greenwashing
Stewardship and engagement
1. The value of engagement
2. Collaborative engagement;

- Why invest responsibly?
  1. Financial and double materiality
  2. Client demand
  3. Investor sustainability regulations
- Fiduciary duty
  1. What are fiduciary duties?
  2. Overview of US, EU, UK positions regarding rights/duties to consider sustainability factors
- Global and local regulation and standards

- Defining investment beliefs
  Assessing organisational readiness
- Implementing a responsible investment policy
  1. Components of a responsible investment policy
- Monitoring and reporting
  1. Tools for reporting responsible investment activity
  2. Approach to incorporating reporting into responsible investment policies.

- Stewardship policies
- Engaging with external managers
  1. Investment manager selection, appointment and monitoring

Current and emerging trends
1. Regulation, systemic challenges, corporate sustainability commitments, nature and biodiversity
‘Anti-ESG’ narratives

07. Next steps

08. End of course assessment

£150.00

The PRI Academy partners with firms to deliver tailored learning experiences that build a shared understanding of responsible investment across departments and regions.