ESG Investment - Environment, Social and Governance

Introduction

This comprehensive program offers participants an in-depth exploration of Environmental, Social, and Governance (ESG) investing. Through interactive discussions, real-world case studies, and expert guidance, participants will develop the knowledge and skills needed to integrate ESG factors into their investment decision-making processes seamlessly.

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

What you will cover

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

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

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

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.

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

Role of management control quality on ESG risk factors
ESG problems and associated regulations
Latest trends in the field of ESG investing

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

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

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

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

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

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

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

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