Price

£750 (non-signatories)

£600 ( PRI signatories)

Duration

10 hours

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Introduction

Advanced Responsible Investment Analysis explores and examines the use of sustainability data in functional investment analysis and stock valuation.

The course offers learners an in-depth training in the practice and methodology of responsible investment analysis in assessing the impact of ESG factors on the fair value of listed equity assets.

Details

Advanced RI Analysis provides an in-depth look at the use of sustainability data in fundamental investment analysis and stock valuation. The course helps investment practitioners develop a keen awareness of ESG factors and an understanding of when, where and how ESG information can be used to add value in the investment decision making process.

After successfully finishing the course and passing the assessment, users will be awarded an industry recognised certificate of completion, issued by the PRI.

Learning outcomes

  • Identify ESG factors and indicators that will affect financial performance
  • Understand how to assess the materiality of ESG factors
  • Understand the approaches and options for ESG analysis and integration
  • Apply ESG factors into financial models
  • Identify the many uses of sustainability data
  • Evaluate how a company’s fair value is impacted when adjusted to ESG performance
  • Recognise emerging regulations and standards linked to global sustainability goals, and understand their potential impact on business
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Course outline

  • Understand the role of intangible value drivers in investment decisions
  • Identify the uses of ESG information
  • Recognise the focus of ESG integration
  • Learn the PRI’s four-stage ESG integration model
  • Identify the relationship between ESG data and ESG analysis techniques
  • Understand the basic concepts needed to identify factors with the most material financial impact
  • Identify ESG factors in sector analysis
  • Outline key environmental, social and business indicators that can impact financial value
  • Identify global trends and regulations and their impact on financial analysis
  • Map ESG factors in hypothetical case studies
  • Assess ESG issues using risk mapping methodologies
  • Measure the extent to which ESG issues will impact certain financial metrics
  • Identify the guiding principles for assessing ESG issues
  • Assess the degree to which ESG factors affect industry and company performance
  • Evaluate revenue, profit margins and operations using ESG data
  • Identify the entry points for ESG analysis in an DCF model
  • Understand ESG-related adjustments to WACC and key financial ratios
  • Assess and rank companies according to key ESG factors
  • Explain how integrated company analysis influences investment decisions
  • Recognise the variety of investment mandates, strategies or fund objectives in which investment decisions are made
  • Recognise the varying options of ESG analysis and integration
  • Major corporate governance failures
  • Pillars of good corporate governance
  • Disclosure requirements
  • The role of stock exchanges
  • ESG megatrends and their implications
  • Corporate governance assessment
  • Explain how information and outcomes from engagement impacts investment decisions
  • Identify different types of engagement
  • Recognise engagement drivers and approaches
  • Different types of engagement
  • Challenges and limitations to engagement
  • Collaborative engagement
  • Active Ownership 2.0
  • Climate Action 100+
  • Use external ESG research and company reports to conduct a peer analysis
  • Model the impact of ESG issues on revenues, operating costs and cost of capital
  • Identify and model the impact of carbon pricing scenarios
  • Understand how ESG issues can impact capital expenditure, provisions and contingent liabilities
  • Understand the concept of investor time horizons
  • Identify priorities for and potential obstacles to engagement
  • Use company-provided information to benchmark ESG performance
  • Conduct scenario analyses of key ESG issues
  • Model the impact of social issues, GHG emissions reporting and city congestion
  • Apply sensitivity tests to integrated analysis
  • Identify priorities for and potential obstacles to engagement
  • Identify the range of ESG data available
  • Understand how to use multiple forms of ESG data
  • Understand the role of reporting and recognise the challenges faced in collecting ESG data
  • Identify global initiatives, regulations and tools that support ESG integration