Commitment in developing
and implementing Sustainable Development Goals
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Responsible Investment Essentials

 

The Responsible Investment Essentials course is recognised as the international “Gold Standard for ESG training”. It was developed as the PRI Academy’s foundational course, focusing on the identification and implementation of environmental, social and governance factors in to investment decision making. The course, which takes 12 – 14 hours to complete, explores the key principles of responsible investment, uses real life case studies to illustrate the materiality of ESG issues in business, introduces strategies for identifying and managing new approaches to ESG risk, and identifies methods for integrating sustainability data into financial modelling.

The RI Essentials includes:

INTRODUCTION TO RI

  • Define responsible investment
  • Describe E, S and G issues
  • Recognise how ESG issues are related to sustainability trends and themes
  • Demonstrate how ESG issues create both risks and opportunities for investors
  • Identify a process for incorporating analysis of ESG issues into investment decisions

RI AND FINANCIAL ANALYSIS

  • Understand how ESG information complements traditional financial analysis
  • Identify different types of ESG information relevant to financial analysis
  • Understand elements of ESG analysis
  • Recognise the role of ‘materiality’ when analysing ESG factors
  • Apply techniques for qualification and quantification of ESG factors
  • Integrate ESG data into basic financial models

RI AND THE ENVIRONMENT

  • Define key environmental issues
  • Understand the relationship between business activities and ecosystem services
  • Identify key environmental ‘megatrends’
  • Identify approaches to environmental analysis at a country, sector and company level
  • Understand how to incorporate environmental issues into financial models and ratio work

RI AND SOCIETY

  • Identify key societal issues
  • Outline the relationship between social issues, companies and investors
  • Assess the investment implications of societal issues
  • Understand how to apply techniques to incorporate social issues into financial models and ratio work

RI AND CORPORATE GOVERNANCE

  • Describe corporate governance
  • Understand why corporate governance is important to investors
  • Understand the role of people, tools and processes that constitute corporate governance
  • Recognise best practice in corporate governance
  • Understand how to incorporate corporate governance issues into financial models and ratio work

RI AND ENGAGEMENT 

  • Design an engagement plan
  • Explain how to combine engagement with other RI strategies
  • Understand how to track and measure engagement activity
  • Set out the typical steps taken for engaging with a company
  • Understand the use of benchmarking to evaluate engagement

IMPLEMENTING an RI PROGRAMME 

  • Develop a plan for implementing a responsible investment programme that meets the requirements of the PRI within your organisation
  • Identify the key people, processes and tools related to responsible investment
  • Identify the key areas and elements that could be considered when implementing responsible investment
  • Identify the information you need for internal and external reporting on your responsible investment activities

 

support


GRI
Global Reporting Initiative
CSRA
Certified Sustainability Reporting Assuror
Standards
GRI Standard & AccountAbility (AA1000)
PRIA
Principles for Responsible Invesment Academy