Commitment in developing
and implementing Sustainable Development Goals
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Responsible Investment Fundamentals

 

Responsible Investment Fundamentals is a short, two hour training course designed for professionals across the business spectrum that want an insight in to responsible investment. The course delivers the business case for RI and introduces new ideas to traditional investment approaches.The course explores the key principles of responsible investment, uses

The course 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, and identifies sustainability data in financial modelling.

The RI Fundamentals course includes:

INTRODUCTION TO RI

  • Defining RI
  • Recognising ESG issues, trends and themes
  • Identifying the relationship between ESG analysis and investment decision making

ESG IN FINANCIAL ANALYSIS

  • Identifying traditional analysis versus ESG analysis
  • Understanding the materiality of ESG issues

ENVIRONMENTAL FACTORS IN RI

  • Defining environmental issues
  • Understanding investment taxonomy
  • Integrate environmental issues in financial modelling

SOCIAL FACTORS IN RI

  • Recognise social factors in financial analysis
  • Understand the risk of ignoring social issues in
    investment decisions

GOVERNANCE FACTORS IN RI

  • Understand the key material impacts of corporate governance
  • Recognise corporate governance factors in financial modelling

RI AND ENGAGEMENT

  • Defining engagement in practice
  • Recognising the different types of engagement
  • Identifying the outcomes of engagement

support


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