Introduction
How you will benefit
- Provide a detailed explanation of the various frameworks for including ESG and sustainable investment practices from the perspectives of both the investors and corporates
- Cover the different approaches to ESG investing, such as ESG incorporation, ESG inclusion, ESG engagement, and ESG screening in a comprehensive way
- Give a broad overview of the ESG products and strategies across the equity and fixed-income asset classes
- Offer an overview of the various challenges that may arise when implementing ESG best practices at the organizational level
Who should attend
Anyone who wants to enhance their expertise in corporate fundraising should attend this course, which includes:
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Corporates who want to raise or invest capital following ESG guidelines
- Any startup venture, corporate, business or organization that wants to elevate its corporate ESG program
- Entrepreneurs and professional who wants to build a career in ESG Investing
- Practicing and non-practicing ESG professionals who intend to improve their investing skills.
What you will cover
Module 1: ESG Introduction
- What are ESG, corporate social accountability, and triple bottom line (TBL) accounting
- Methodologies of ESG investing
- Review of the organizational ESG best practices.
- Understanding organizational challenges
Module 2: The ESG Eco-System
- A brief history, size and range of ESG investing.
- Important market drivers that support ESG incorporation.
- Key drivers and challenges of ESG incorporation.
- ESG problems associated with sustainability developments
Module 3: Evaluation of Environmental Aspects
- Crucial theories pertaining to climate change and climate mitigation.
- Important organizational "mega-trends" that lead to environmental changes.
- Analyzing the material influence of environmental problems on investments.
- Applying material influence of environmental problems to financial modeling, ratio analysis, and risk evaluation
Module 4: Evaluation of Social Aspects
- Reviewing the systematic associations between businesses and social problems.
- Social concepts and opportunities resulting from ESG investing.
- Evaluating material influences of social problems on investments.
- Application of material social aspects to risk evaluation, ratio analysis, and financial modeling.
Module 5: Evaluation of Governance Aspects
- Assessing the advancement of corporate governance
- Role of auditors in corporate governance
- Evaluation of material influences of governance problems on investments
- Application of material corporate governance aspects to financial modeling, and risk evaluation
Module 6: ESG Themes and Factors
- Role of management control quality on ESG risk factors
- ESG problems and associated regulations
- Latest trends in the field of ESG investing
Module 7: ESG Valuation
- What is ESG valuation
- Influence of ESG aspects on industry & company performance and security valuation.
- Use of ESG evaluation methodologies in various asset classes.
- Outlining the ESG evaluation challenges in an organization’s investments
Module 8: ESG Portfolio Investment and Management
- ESG aspects on strategic asset allocation
- Various methods for incorporating ESG
- ESG screens to the major asset classes
- Types of ESG/SRI investments, associated investment factors, and threats
Module 9: Development of ESG Investment Guidelines/Strategies
- Reviewing the different types of ESG investing screening procedures.
- Importance of formulating guidelines for efficient ESG investing delivery.
- Embedding ESG screens to produce investment returns.
- ESG investing aspects for recognizing request for proposal (RFP) and selection procedure
Module 10: ESG Financial Performance and Analysis
- Recognizing the advancement areas in the ESG market
- Influence of elevated ESG strategy complexity
- Analyzing ESG investing via various financial instruments
- Methods for organizational value creation through ESG
Module 11: Opportunities, Threats, and Challenges of ESG Investing
- Organizational advantages through good ESG practices implementation
- Understanding the significant threats experienced by ESG investors
- Determining the influence of ESG investing on organizational performance
- Equator Principles as an ESG threat supervision structure
Module 12: ESG Standards and Regulations
- ESG regulations, accountability, and fiduciary duty of ESG divulgence
- Important methods of ESG reporting
- Latest advancements in ESG reporting
- Major challenges in the performance assessment of ESG investments
Module 13: The Future of ESG and Sustainable Finance
- Experiential investigations of environmental, social, and governance investment performance
- Assessing the future of environmental, social, and governance investing
- Evaluating the global sustainability challenges
- Understanding the interest of millennial ESG investors
Module 14: Evaluating the Benefits from the ESG Value of Sustainability
- Measuring the influence of ESG on the corporate framework
- Reviewing profitability from the advantages discharged away from the organization
- How to change non-financial performance into financial value
- Link between sustainable ESG best practices and financial system stability
Module 15: ESG Reporting Requirements
- Organizational standards for reporting their ESG effects
- Quality concerns in ESG reporting
- Services that evaluate corporate ESG
- Rating criteria of ETFs for ESG performance of portfolio companies