Advanced RI Analysis

Advanced Responsible Investment Analysis

Advanced Responsible Investment Analysis provides an in-depth look at the use of sustainability data in fundamental investment analysis and stock valuation. The course helps investment practitioners develop a keen awareness of ESG factors and an understanding of when, where and how non-financial information can be used to add value in the investment decision making process.

Certification

After successful completion of the course, the user will be awarded a certificate of completion.

Learning outcomes

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

Identify ESG factors that will affect financial performance
Understand how to assess the materiality of ESG factors
Understand the approaches and options for ESG analysis and integration
Apply ESG factors in financial models
Identify the many uses of sustainability data
Evaluate how a company's fair value is impacted when adjusted to ESG performance
Recognise global sustainability standards and regulations, and understand their impact on business.

USD GBP EUR AUD CAD

700.00

INCLUDES:

PRI Signatories receive 20% off
Course duration: 6 - 8 hours
Resources: supplementary readings
Access: 12 months
Language: English
Award: certificate of completion

Buy This Course

Course outline

INTRODUCTION

Understand ESG information uses
Identify the role of intangible value drivers in investment decision making

THE CASE STUDY

Define integrated analysis
Identify the relationship between ESG data and materiality
Understand the basic concepts needed to identify factors most material financial value

STEP 1: IDENTIFY

Identify ESG factors in traditional sector analysis
Outline key environmental, social and business indicators that can impact financial value
Identify global trends and regulations and their impact on financial analysis
Map ESG factors in to hypothetical case studies
Measure the extent to which ESG issues will impact key financial metrics

STEP 2: ASSESS AND ANALYSE

Assess the degree to which ESG factors affect industry and company performance
Identify the guiding principles for assessing ESG issues
Assess ESG issues using risk mapping methodologies
Evaluate revenue, profit margins and operations using ESG data
Assess and rank companies according to key ESG factors

STEP 3: MODEL AND INTEGRATE

Understand the guiding principles of ESG integration
Examine a DCF model with an ESG overlay
Identify the entry points for ESG analysis in an EP model
Rank and score company performance
Recognise varying options of ESG analysis and integration

SOURCING ESG INFORMATION

Identify the range of ESG data available
Understand how to use multiple forms of ESG data
Recognise the challenges faced in collecting ESG data
Identify global initiatives, regulations and tools that support ESG integration
Understand the role of reporting

USING ESG INFORMATION

Identify the many uses for sustainability data
The role of ESG data in direct financial modelling

KEY PRINCIPLES

Recognise and apply the key principles of ESG analysis

I have started the course having a sustainability background and the course has helped me to relate the ESG world with the financial sector. Now I am able to collaborate more effectively with the financial analysts for demonstrating ESG factors in value creation.

Maria Stoica Responsible Investment Analyst, ESG Consultant, UK

The course was a great way to live a day in the life of a buy side analyst. It allowed for a greater understanding of how and why the ESG offerings are becoming more robust and more important. The work that we are doing at ISS continues to reflect the ever-changing...

landscape of ESG work. ISS is uniquely positioned in that we have best-in-class offerings covering ESG, shareholder engagement, financial performance (EVA), and climate. This course really was a great way to bring to life the use cases and applications of ESG in the investment process.

Anthony Campagna Institutional Sales, ISS, United States