ESG - Fundamentals for Investment Management (ICAS)

BPP Professional Education
Course summary
Professional Training
0 days
144.50 GBP
Online courses
Course Dates
Online courses
144.50 GBP

Course description


ESG factors are becoming increasingly important in investment management. This is driven by a combination of client demand, new regulations and the materiality of ESG considerations on risk and investment returns.

This introductory course aims to develop an understanding of the key ESG factors that impact company performance, as well as the methodologies for integration of ESG into the investment analysis process. In addition, the course will consider practical issues such as engagement strategies with investee firms and incorporating ESG into client mandates.

Who is this for?

This course gives a comprehensive introduction to incorporating ESG into the Investment management process. It will be useful for all roles working in financial services organisations that require an understanding of ESG investing and would include sales and distribution, risk, product development, wealth management and advisory roles.

What will you learn?

On completion of the course you will be better able to:

  • Understand the ESG market and the key ESG issues, such as climate change, impacting long term investee firm valuations.
  • Discuss the key drivers to integrate ESG into the investment management process.
  • Understand ESG reporting and the role of ESG rating agencies in company analysis and valuation.
  • Overview the different approaches to integrating ESG into analysis and valuation.
  • Overview client mandates, reporting and engagement strategies with investee firms.

Related ESG courses

Environmental, Social & Governance (ESG) - an Awareness

ESG - Decision-Making & Management Reporting

ESG - Pricing Carbon Through Taxation in the UK

ESG - Sustainability Reporting

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BPP Professional Education -  Accountancy, Tax, Financial Services, Law & Insolvency Courses

BPP Professional Education is one of the specialist examination-based and professional development training arm of the BPP Group, Europe's biggest professional education and publishing provider with 2,000 staff members across 40 countries and over 30,000 students per year. BPP Professional Education...

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BPP Professional Education

3 London Wall Buildings
EC2M 5PD London

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