ESG - Fundamentals for Investment Management

This is a half-day course delivered in a virtual class (like Zoom) by an expert lecturer. For corporates, this class can also be offered on-site as a face-to-face session. The course will be evaluated through in-course assessments. There will be no final examination. Success students will be awarded a global BPP certificate. 

ESG factors are becoming increasingly important in investment management. This is driven by a combination of client demand, new regulations and the materiality of ESG considerations on risk and investment returns.

This introductory course aims to develop an understanding of the key ESG factors that impact company performance, as well as the methodologies for integration of ESG into the investment analysis process. In addition, the course will consider practical issues such as engagement strategies with investee firms and incorporating ESG into client mandates.

Following this course, you will be able to:

• Understand the ESG market and the key ESG issues, such as climate change, impacting long-term investee firm valuations.
• Discuss the key drivers to integrate ESG into the investment management process.
• Understand ESG reporting and the role of ESG rating agencies in company analysis and valuation.
• Overview the different approaches to integrating ESG into analysis and valuation.
• Overview client mandates, reporting and engagement.

This is a non-examinable course. On completion of the course and the in-course assessments, you will be awarded a global BPP certificate.

This course is not examined, therefore the Pass Assured Guarantee is not relevant to this course.