This course is suited for:
Everyone working in any role in the investment management industry
PRI Academy’s flagship course is focused on teaching learners to identify and incorporate ESG factors in investment decision making.
The course is suitable for all investment and asset management industry professionals who wish to rapidly develop their ESG and responsible investment knowledge from a foundational to intermediate level.
What You’ll Learn
By the end of this course you will be able to:
- Define responsible investment and ESG issues
- Recognise and understand the materiality of common environmental, social and governance issues
- Grasp practical approaches for ESG analysis at global, regional, industry and company levels
- Identify environmental, human rights, and corporate governance processes, best practice, key standards, frameworks and stakeholders
- Understand models of engagement and design an engagement policy
- Recognise key considerations to implement a successful company-wide responsible investment programme
- Integrate ESG data in financial modelling and assess ESG performance
Description
PRI Academy’s flagship course, Applied RI provides a comprehensive examination of responsible investment, from theory to practical application. Learners leave the course able to identify and analyse material ESG factors and to integrate sustainability data into financial modelling and existing investment processes.
After successfully finishing the course and passing the assessment, users will be awarded with an industry recognised certificate of completion, issued by the PRI.
This course includes:
15 hours
Item #3
This Course Includes
- English and Japanese language option
- Certificate of completion
Course Outline
- Define responsible investment and outline its drivers.
- Understand the business case for responsible investment.
- Define sustainability and its three pillars.
- Be aware of key ESG regulation.
- Understand that ESG issues can manifest at a global, regional, industry and company level.
- Discuss the risk and opportunities for investors created by ESG issues at all levels in which they manifest.
- Consider criticisms of ESG (anti-ESG narratives and greenwashing).
- Define environmental issues.
- Understand the relationship between business activities and ecosystem services.
- Identify environmental megatrends.
- Identify approaches to environmental analysis at a country, sector and company level.
- Describe the impacts of climate change on our planet, industry and investment performance.
- Differentiate between transition and physical risks.
- Outline policy actions implemented to counter climate change.
- Identify starting points for embedding responsible investment into your investment practices, including conducting climate risk assessments.
- Point to platforms through which relevant guidance can be accessed.
- Identify social issues.
- Outline the relationship between social issues, companies and investors.
- Assess the investment implications of human rights.
- Identify approaches to social analysis at a country, sector and company level.
- Identify key corporate governance issues.
- Understand why corporate governance is important to investors.
- Understand the main corporate governance principles.
- Recognise best practices in corporate governance.
- Understand different ways ESG can be incorporated into investment decision-making.
- Understand how ESG information enhances traditional financial analysis.
- Identify different types of ESG information relevant to financial analysis.
- Understand elements of ESG analysis, including the role of materiality.
- Apply a framework for ESG integration for company-specific analysis.
- Understand how to integrate ESG data into financial models and ratio work.
- Active Ownership 2.0
- Climate Action 100+
- Identify elements of a stewardship policy.
- Understand engagement and voting processes.
- Recognise the different types of, and approaches to engagement.
- Explain how the outcomes of engagement activities impact investment decisions, and how voting strengthens engagement.
- Identify evolving standards and practices in stewardship across asset classes.
- Understand the role of the investment value chain and client preferences.
- Identify the people, processes and tools related to responsible investment implementation.
- Identify the areas and elements to consider when implementing a successful responsible investment programme.
- Understand the role and requirements of the PRI, including the information you need for internal and external reporting on responsible investment activities.
- Understand the role of the investment value chain and client preferences.
- Identify the people, processes and tools related to responsible investment implementation.
- Identify the areas and elements to consider when implementing a successful responsible investment programme.
- Understand the role and requirements of the PRI, including the information you need for internal and external reporting on responsible investment activities.
The PRI Academy partners with firms to deliver tailored learning experiences that build a shared understanding of responsible investment across departments and regions.
Or learn more on our organisational page.
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