ESG Investment Fundamentals

Duration: 1 Day ・ CPD Points: 8 ・ Level: Beginner

Delivered by Fitch Learning, in partnership with the GICP.

Aiming to boost your understanding of ESG? Prepare yourself with the vital skills for success and propel your career forward with this interactive course.

Delivery Method Live Online
Location London
Dates 13 Sep 24
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Course Details

ESG (Responsible or Sustainable) investing has seen a growth in interest from investors in recent years. Investors are increasingly looking for investment opportunities that meet environmental, social and governance (ESG) objectives, which enhance the value of a fund’s performance. This introductory course reviews the key motivations behind the increased awareness of ESG investing and the opportunities and challenges this presents.

Key Learning Outcomes

  • Understand what ESG investment is and the drivers of the ESG marketplace
  • Understand the most common types of ESG investments
  • Understand the ESG Integrated Investment process
  • Understand trends in ESG and an overview of ESG regulations

Course Content

What is ESG Investing?

The interest in responsible investing has now grown to such an extent the investment community has shifted from asking whether to adopt the ESG principles to how they should implement them. We will explore the developments in the areas of, and approaches adopted towards, responsible investing.

  • Define responsible investing
  • Define and contrast
  • Understand the objectives of ESG
  • Explain the arguments for and against ESG in relation to affordability and effectiveness
  • Explain how ESG can create both risks and opportunities for investors
  • Understand the historical development of ethical and socially responsible and ESG investment

Benefits and Risks of ESG InvestingThere are potential risks and opportunities of ESG investing. We will specifically explore the benefits of ESG investing to corporates and the impact on the industry / company performance.

  • Explain the systematic nature of ESG issues in the context of:
  • Describe the benefits to organisations of adhering to good ESG practices
  • Determine how to measure the impact of ESG investing on company performance
  • Assess the impact that ESG investing has on industry and company performance
ESG Investment and Portfolio Management

In this module, we examine how ESG can be integrated and adopted into the management of an investment portfolio and the benefits and limitations of these approaches. We will also look at the distinction between the screening of individual companies and collective investments, along with the impact that ESG has on, and the different approaches that need to be adopted for, active and passive portfolio management.

  • Describe approaches for integrating ESG into the portfolio management process
  • Contrast negative and positive screening and describe the roles that they have on investment selection
  • Describe the benefits and limitations of the main screening processes
  • Distinguish between ESG screening of individual companies and collective investments
  • Describe the impact of ESG on active and passive management
The ESG Investment Market and Developing Trends

The ESG market continues to grow steadily. We will examine its estimated scale and growth, along with the key drivers behind that growth and the key challenges faced by the investment industry. In addition, we will discuss the challenges of applying ESG in different locations, along with the developing trends, themes and regulatory developments impacting this area.

  • Describe the size and growth of the ESG market by asset class
  • Explain the key drivers behind the increased interest in ESG investing
  • Explain the key drivers and challenges for ESG among investment industry stakeholders
  • Describe the challenges of undertaking ESG analysis across different geographical regions and cultures
  • Recognise current and developing ESG issues, trends and themes
  • Identify global trends and regulatory developments along with their financial analysis impact

Who Should Attend?

This course examines the motivations behind ESG investing and the challenges involved in integrating this into existing investment processes. It is designed for financial services practitioners across the industry looking to improve their understanding of ESG issues. This course builds on an understanding of the fundamentals of investment management.

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Course Highlights

Real Case Studies

Real company case studies to test your newly learnt skills

CPD Recognized

This course is Continuous Professional Development (CPD) recognized

Highly Interactive

Highly interactive with small group size and industry expert trainers

Frequently Asked Questions

Currently, course can be taken either in an in-person setting or in a live online setting.

Our virtual live online courses are designed to keep the same levels of engagement and networking as our in-person courses. You will attend the course virtually on a set date, at a set time.

What time zones do the courses run in?
Currently, we run live online training across London, New York and Singapore time zones.

How are the courses delivered?
We deliver virtual training via Zoom.

What are the start times?
The courses will run during scheduled class times, and vary per course.

Reclaiming VAT
Most delegates who attend our courses in the UK are able to claim back their VAT once it has been paid. The below information details why we need to charge VAT and how you can claim it back.

Why does Fitch Learning charge VAT?
The EU VAT Directive (Council Directive 2006/112/EC) article 53 says that for the right of entry to cultural, artistic, sporting, scientific, educational, entertainment or similar events in exchange for a ticket or payment, the place of supply is where the event physically takes place. Since, the event is held in the UK, the place of supply is the UK and therefore UK VAT has to be charged.

How can you claim back the VAT you paid for a course?
The most efficient way to claim back VAT is directly through the UK’s HM Revenue and Customs (HMRC) by completing the required forms and sending back to HMRC.

Please follow the links below for further details;

EU businesses
Non-EU businesses
To claim back VAT or if you have any questions please contact HMRC;

Telephone - 0044 (0) 3000 537 381

Email Overseas Repayment Unit - enq.oru.ni@hmrc.gsi.gov.uk

On the Fitch Learning website you will find learning paths which will explain the courses available at different levels within a topic area. We would always prefer to speak with you to discuss which course is most appropriate rather than run the risk of you signing up for an inappropriate course. If you are unsure, please contact the Public Courses team:

Phone: +44 20 7496 8600
Email: enquiry@fitchlearning.com

All of our instructors are industry practitioners turned trainers. Their training style is case study based and interactive. They will coach, challenge and inform participants to ensure immediate and practical real-life application from the courses. To discuss our instructors further please email enquiry@fitchlearning.com

Class sizes are dependent on the course, but are small enough to permit active interaction and participation.

Q. Am I able to gain CPD/CE/CPE credits for my course?
A. We award continuing professional development credits for the following:

Global
CFA Institute
The CPD Certificate Service
UK
CFA Society
The CPD Certificate Service

Q. What do I need to do to receive my credits?
A. Please email enquiry@fitchlearning.com to request a certificate. Fitch Learning will send you a certificate stating how many points you are eligible for.

Q. How many credits will I receive?
A. We award 8 credits (7 for the CFA) for each day of training you attend.

You will be contacted by email within 2 working days of processing your registration to confirm your place on the course.

In order to optimise class time we ask participants to read some background information on the main illustration case(s) prior to attending the class. This also helps to ensure that all are able to participate in case discussions. In some cases additional background reading is provided. The length of pre-course reading is advised to participants in advance and typically ranges from 2-3 hours.

We try to send out the pre-course reading by email one week before the start of the course. There may be a delay in sending this out due either to late registrations or to the fact that the case study needs to incorporate recently-published financial information.

Q. If I am unable to attend can I send a substitute?
A. Absolutely and it is completely free of charge. We do however ask that we have at least 2 working days’ notice of this change before the course start date. Please email enquiry@fitchlearning.com with full contact details of the substitute and who they are replacing.

Q. Can I transfer my booked course to another date?
A. Yes you can. If you email us your request to transfer to the next available course date and give us more than 30 days’ notice, there will be no charge. If you notify us within 30 days of the course start date, there will be an additional payment of 25% of the course fee, provided the original course fee has been paid in full.
A transfer can only be made onto a course taking place within a period of 6 months of the original course date and only one transfer can be made in respect of any booking.

Q. Can I cancel my course booking?
A. Yes. If you email us with your request more than 30 days before the course start date, there will be no charge. If you notify us within 30 days of the course start date you are liable for the full course fees.

Q. What happens if I do not attend my course?
A. If you do not attend your course and you do not give us any prior notice you are liable for the full course fee and no refunds can be given.

Notice contact details:
Email: enquiry@fitchlearning.com

We can develop a customized training solution to meet your learners' needs - at all levels in your organization. Please email enquiry@fitchlearning.com for more information.

Please get in touch with us via email at enquiry@fitchlearning.com to request more information on running one of our courses in-house for larger groups.

Discount offers cannot be used in conjunction with each other or any other offer nor applied retrospectively to anyone already registered for any Fitch Learning course.

To speak to a member of our team, please get in touch via the below:
Phone: +44 20 7496 8600
Email: enquiry@fitchlearning.com

Q. How do I make a complaint?
A. Anyone who wishes to make a complaint may do so in writing. Complaints need not be made to the actual service which is the subject of the complaint. In the first instance complaints should be sent to Grace Heighington, Head of Public Courses.

Q. Where do I send my complaint?

A. Complaints can be submitted using the following options:
Email: enquiry@fitchlearning.com
Post: Grace Heighington, Fitch Learning, The Corn Exchange, 55 Mark Lane, London, EC3R 7NE
Wherever possible and appropriate, staff are requested to elicit from the complainant the nature of the complaint, as well as the actions the complainant feels are necessary to resolve the complaint.

Complaints Policy and Procedure
Q. What are the stages involved?

A. There are two main stages to our complaints procedure:

Stage 1 - We always try to resolve issues quickly. From the moment we receive your complaint, we must get back to you within three working days. At the very least we must acknowledge the problem in writing and give you the name of the person dealing with the complaint. We must give you a full reply within ten working days if possible, or keep you fully informed of the progress and reasons for delay.

Stage 2 - If you are not happy with the full response at Stage 1, please contact us again. One of the Managing Directors will then review the issue. You can expect our acknowledgement within three working days of us receiving your complaint. We will also explain how long the director's review will take.

What Our Customers Say

"The trainer was excellent in explaining the concepts. For a non-finance background person like me he simplified his explanations in a manner that I could understand. He was professional, friendly and engaging."

Bhawani Devi Balakrishnan, World Gold Council

"I enjoyed the useful and highly relevant practical examples and case studies. The course was really interactive and dynamic."

Andres Nagy, Head of Division

"The case studies and examples made things easier to understand, and the trainer was very good at explaining the real-life examples on screen"

Mahima Zara Begum, Operations


Make an Enquiry

To find out more about the course get in touch with the
Fitch Learning team on +44 20 7496 8600 or fill out the form below.



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