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 an introduction to responsible investment. The course provides insights into the materiality of environmental, social and governance (ESG) issues and introduces a systematic approach to incorporating ESG factors in investment decisions and active ownership.
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
- Compare traditional anlaysis versus ESG analysis and how this relates to investment decision making
- Recognise the key material impacts of corporate governance
- Identify the role and outcomes of engagement.
Course Outline
WHAT IS RI
- Define responsible investment
- Recognise ESG issues, trends and themes
- Identify the relationship between ESG analysis and investment decision making
FINANCIAL ANALYSIS AND RI
- Define integrated analysis
- Understand the types of ESG information and how it complements traditional financial analysis
- Understand the steps to perform an integrated company analysis
ENVIRONMENTAL ISSUES AND INVESTMENT
- Define environmental issues
- Understand environmental trends and their implications
- Recognise how environmental issues materialise at regional, industry and company level
SOCIAL ISSUES AND INVESTMENT
- Recognise social factors in financial analysis
- Understand the importance of considering social issues in investment decisions
GOVERNANCE ISSUES AND INVESTMENT
- Understand the material impacts of corporate governance
- Recognise corporate governance factors in financial modelling
ACTIVE OWNERSHIP
- Define active ownership and actions which fall under it
- Outline the principles of developing an active ownership approach
- Identify the different types of engagement and their applications
RI AND FIXED INCOME
- Identify approaches to ESG incorporation in fixed income
- Understand differences in active ownership in fixed income and listed equity
- Describe different means of engagement in fixed income with issuers
CASE STUDIES
- Users choose from the following case studies to include with their course.
- Option 1, an Environmental case study: BP
- 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.