© 2019 by Impactive Associates Ltd

Company number 10641308, registered in England. ​

CONSULTANCY

PACKAGES

This package is perfect for investment firms that have just started to think about putting in place responsible investment policies and practices, or those that are planning to, or have recently, signed up to the PRI.

 

WHAT'S INCLUDED?

  • ESG Fundamentals training session for team

  • Follow-up workshop to determine ESG activities

  • RI policy development

  • Proxy voting policy development

  • Devise an engagement strategy 

  • PRI reporting preparation

 

Contact us to find out how we can 

For 

STARTER PACK

This package is perfect for investment firms that have just started to think about putting in place responsible investment policies and practices, or those that are planning to, or have recently, signed up to the PRI.

 

WHAT'S INCLUDED?

  • ESG Fundamentals training session for your team

  • Follow-up workshop to determine ESG activities

  • RI policy development

  • Proxy voting policy development

  • Engagement strategy 

  • PRI reporting preparation

 

 

For 

STARTER PACK

Introduce your team! Click here to add images, text and links, or connect data from your collection.

Head of Sales

MARTIN REED

Introduce your team! Click here to add images, text and links, or connect data from your collection.

Product Manager

CARLA JONES

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