© 2019 by Impactive Associates Ltd

Company number 10641308, registered in England. ​

ESG FUNDAMENTALS

TRAINING FOR ASSET MANAGERS

WHAT'S IT ALL ABOUT?

The ability of an investment firm to demonstrate its capabilities in ESG integration is now a key marker of the quality of its investment process, culture and reputation. It is therefore essential that investment managers, analysts and broader business functions understand the fundamentals of ESG and get confident at applying it to their activities. This course is delivered by seasoned ESG practitioners in an engaging and practical way so that learnings can be applied straight away.

WHO SHOULD ATTEND?

Asset managers, GPs, Institutional investors, wealth managers, family offices that are:

  • Just starting to think about ESG and would like to take the next step

  • Signatories to the Principles for Responsible Investment (PRI)

  • Looking to brush-up on their understanding of the fundamentals

WHAT'S COVERED

  • ​​The context and drivers for ESG integration

  • What investors expect of their investment managers

  • How to craft high quality policies and processes

  • Pre-investment: key ESG considerations

  • Post-investment: the power of engagement with portfolio companies and stakeholders

  • Monitoring and measuring impact

 

KEY LEARNING OBJECTIVES

Excel in ESG integration

  • Understand the building blocks for successful ESG integration

  • Maximise  your internal resources

  • Know which activities will create the most value for your business

  • Craft high-quality policies and processes

Know your portfolio

  • Proactively identify ESG risks and opportunities

  • Understand materiality 

  • Create a plan and target the right issues

  • Enrich your research and analysis 

Be confident in stewardship 

  • Learn the art of influencing

  • Know who to speak with at companies and when

  • Build relationships strategically

  • Be adept at managing difficult conversations

Assess your impact

  • Learn how to capture key information

  • Systematically monitor stewardship progress

  • Communicate your impact with key stakeholders

Your team is unique, and the training we provide is designed to meet your needs. We design customised in-company training to address your specific challenges and opportunities.

If you'd like to discuss this further, email us at training@impactive-associates.com

Want to bring it in-house?