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


  • Course overview
  • What is responsible investment?
  • Introducing ESG
  • Key ESG issues 
    • Climate change
    • Human rights
  • ESG incorporation 
    • Screening, ESG integration, thematic investing 
    • Greenwashing 
  • Stewardship and engagement 
    • The value of engagement
    • Collaborative engagement;
  • Why invest responsibly?
    • Financial and double materiality
    • Client demand
    • Investor sustainability regulations 
  • Fiduciary duty
    • What are fiduciary duties? 
    • 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  
    • Components of a responsible investment policy
  • Monitoring and reporting 
    • Tools for reporting responsible investment activity 
    • Approach to incorporating reporting into responsible investment policies.
  • Stewardship policies
  • Engaging with external managers 
    • Investment manager selection, appointment and monitoring
  • Current and emerging trends 
    • Regulation, systemic challenges, corporate sustainability commitments, nature and biodiversity
  • ‘Anti-ESG’ narratives

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