Getting Started in RI
The course explores the key principles of responsible investment, uses real life case studies to illustrate the materiality of ESG issues in business, and introduces strategies for identifying and managing new approaches to ESG.
Getting Started in Responsible Investment
Getting Started in Responsible Investment is a short, two to three hour training course designed for professionals across the business spectrum that want an insight into responsible investment. The course delivers the business case for RI and introduces new ideas to traditional investment approaches.
The course explores the key principles of responsible investment, uses real-life case studies to illustrate the materiality of ESG issues in business, introduces strategies for identifying and managing new approaches to ESG, and identifies sustainability data in financial modelling.
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:
- Define responsible investment
- Recognise ESG issues, trends and themes
- Identify the relationship between ESG analysis and investment decision-making
- Identify traditional analysis versus ESG analysis
- Define environmental issues
- Understand ESG issues within the investment process
- Recognise the multiple influences of societal issues on investment decision-making
- Understand the key material impacts of corporate governance
- Identify the role and outcomes of engagement.
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Course Outline
INTRODUCTION TO RI
- Define responsible investment
- Recognise ESG issues, trends and themes
- Identify the relationship between ESG analysis and investment decision making
ESG IN FINANCIAL ANALYSIS
- Identify traditional analysis versus ESG analysis
- Understand the materiality of ESG issues
ENVIRONMENTAL FACTORS IN RI
- Define environmental issues
- Understand investment taxonomy
- Integrate environmental issues in financial modelling
SOCIAL FACTORS IN RI
- Recognise social factors in financial analysis
- Understand the risk of ignoring social issues in investment decisions
GOVERNANCE FACTORS IN RI
- Understand the key material impacts of corporate governance
- Recognise corporate governance factors in financial modelling
RI AND ENGAGEMENT
- Define engagement in practice
- Recognise the different types of engagement
- Identify the outcomes of engagement
CASE STUDIES
- Users now have new case studies to choose from to include with their course.
- Option 1, an Environmental case study: BP (updates the original case study in the course)
- Option 2, a Social case study: Facebook
- Option 3, a Governance case study: Volkswagen
With a strong interest in responsible investing, coming from the banking sector and joining the engagement and ESG service provider, GES International, it's been important for me to learn more about the responsible investment space and practices. This course has definitely helped me expand my knowledge and take the next steps in my understanding of RI.
PRI are fundamental to a long term view of sustainable outcomes for global, country, and company resources. We are all better to lead rather than react. PRI help to create and ensure a more robust engagement for all involved both now and in the future.
PRI Academy provided me with a strong base of intelligence with which to evaluate ESG factors. Not only can these factors directly impact the value of an investment, but they can have direct impacts on our quality of life. As investing becomes more global and our knowledge base expands dramatically, every investor needs to consider these important factors.