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Understanding 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.
Understanding Responsible Investment
Understanding 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 and a digital badge.
Learning outcomes
By the end of this course you will be able to:
- Define responsible investment
- Recognise ESG issues, trends and themes
- Compare traditional analysis 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.
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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
- Environmental case study: BP
- Social case study: Facebook
- Governance case study: Volkswagen
The length of the course is perfect for an introduction, and for many will provide a first step on a path of greater learning or qualifications on the topic.
Simon Vardon
Global Head of Real Assets, Sanne
I found this course easy to use. It was clear and concise and educational. I would recommend it to my peers.
James Crossley
Head of UK Retail Sales, Legal & General Investment Management
Sound introduction to ESG and reinforces the need for all those in the finance and investment sector to become informed and active participants in all matters ESG.
Debra Goundrey
Head of Investor Relations, MLC Asset Management
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