ESG - Fundamentals for Investment Management
Why should you attend this course?
- ESG is increasingly important: environmental, social and corporate governance (ESG) factors are becoming crucial in investment management due to increasing client demands and new regulations. This is something you simply need to know.
- You will learn about the impact of ESG on investment performance: the training will help you understand how ESG affects risk and returns.
- You will learn how to integrate ESG into investment analysis of projects.
- The training will discuss practical issues regarding strategies for working with investment firms and integrating ESG into client contracts.
Language of the course
English
Training level
beginner
Who is this course for?
- For employees of financial services organisations.
- For financial product sales professionals.
- For those involved in investment risk analysis and management.
- For those involved in the development of new investment products.
- For advisers specialising in investment advice.
What will you learn during the course?
- You will understand the ESG market and key issues, such as climate change, that affect the long-term valuation of investment firms.
- You will learn the key factors involved in integrating ESG into the investment management process.
- You will learn how ESG reporting works and the role ESG rating agencies play in the analysis and valuation of companies.
- You will understand the different approaches to integrating ESG into investment analysis and valuation.
- You will learn how to manage client mandates, reporting and engagement strategies with investment firms.
„The presenter was very good, gave good examples and was very communicative. Able to explain everything in a simple way.”
From a feedback form on tailored training provided in 2023.5,57/6
Average evaluation of tutors and training materials among participants of workshops for companies organized in 2023-2024.„Training delivered in an understandable manner and at the right pace.”
From a feedback form on tailored training provided in 2024.97%
of all participants of the 2023-2024 tailored workshops for companies would recommend our training to their friends!
Open courses
Our open courses are short courses taught by experienced tutors whose role is to give you practical knowledge and skills that you can use immediately in your daily work.
It's a great opportunity to expand your knowledge and enhance your skills, whether you're motivated by an internal desire to develop or by your employer.
Bespoke programmes for companies
Does your team need training on this topic? Or, would your organization benefit from additional focus on specific issues in the course program, allowing some elements to be explored in greater depth?
With bespoke programs, we can adjust the training content to meet your organization’s specific needs. This includes adding topics not covered in the standard program or omitting sections less relevant to your team. The final cost of customized training is set individually at the proposal stage.
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