ESG FUNDAMENTALS
TRAINING FOR HEDGE FUNDS
WHAT'S IT ALL ABOUT?
There is growing demand from both investors and policy makers that Responsible Investing (RI) be adopted as the new norm for best practice investment management across all asset classes.
Hedge Funds are increasingly expected to demonstrate their capabilities to service the growing number of investors who have funds committed to RI. It is therefore essential that investment managers, analysts and those in broader business function roles understand the fundamentals of RI, including the integration of environmental, social and governance factors (ESG) into the investment process, and become confident applying it to their activities.
Join us for this half-day course to uncover what RI means, why it is relevant to your core operations and how to go about implementing it. We are a team of seasoned RI practitioners who will demonstrate the fundamentals of RI and ESG integration in an engaging and practical way so that take-aways can be applied straight away. By participating, you will learn to identify material risks, opportunities and action points to ensure the effective implementation of RI in your operations, bringing you into line with current best practice standards.
WHO SHOULD ATTEND?
Senior Managers and those who support them including staff in Legal, Compliance, Operations, Business Development and Communication roles
KEY LEARNING OBJECTIVES
At the end of the session participants will be able to:
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Understand what RI and ESG integration means for those managing investments in alternatives
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Enhance understanding of regulatory requirements
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Understand what investors expect and how to impress them
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Assess available tools, including the DDQ in RI for hedge funds
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Leverage RI capability as a competitive advantage through improved communications with clients and other stakeholders
COURSE OUTLINE
Fundamentals of RI
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Global trends
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Regulatory developments: What is expected of today’s asset managers?
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How RI can protect performance and guide risk management
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Key environmental, social and governance (ESG) risks and opportunities
RI in Practice
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What investors expect of their investment managers
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How to craft high quality policies and processes to implement RI
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ESG integration in practice for hedge funds
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Tools available for hedge fund and alternative investment managers (DDQ for hedge fund managers, industry guide under development from the PRI)
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Compliance with the UK Stewardship Code
WHAT OUR DELEGATES SAY
“A very helpful overview of the whole RI landscape.”
— Deputy Chief Compliance Officer, London hedge fund