Ed4S Academy

What to expect from this course

Test your learnings

2/6 Role of Financial Institutions

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What is the difference between Corporate Social Responsibility and ESG?

3/6 ESG and Materiality

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4/6 Activating Sustainable Finance

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Why should a financial institution prioritize ESG topics?

5/6 Challenges and the Way Forward

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6/6 Sustainability in Your Role

Which departments do you see being at the forefront of the ESG movement?

Final Assessment

How can ESG integration enhance investment due diligence process?

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2/5 ESG and Fiduciary Duty

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What are some of the most common KPIs that asset managers look at?

3/5 Five Investment Strategies

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4/5 Financial Performance

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5/5 The Future of Investing

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Final Assessment

ESG Cases Activity

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2/5 Why companies should care about ESG?

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3/5 Resilience

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4/5 Adapting the conversation to drive a positive change

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5/5 Financing the transition to a sustainable economy

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Final Assessment

Introduce yourself

Sustainable Development Goals (SDGs)

Triple Bottom Line

Blended Finance

Catalytic Capital

Systems Thinking

Theory of Change featuring Anita Nowak, PhD

Impact Risks

Impact Washing

Test your learning

Discussion - Where Would YOU Focus

Universe of Frameworks

IRIS Plus

Impact Management Project (IMP)

Future Fit

Other Standards

Building an Impact Portfolio

Setting Impact Goals

Allocating Assets

Fixed Income

Private Equity

Public Equity

Real Assets

Cash and Equivalents

Applying Tools

Reading - Case Studies Collection

Closing Remarks

About Your Instructor

Where Does Active Ownership Fit in The Responsible Investing Universe?

Engagement Overview

Engagement Goal & Active Ownership Policy

Engagement Objective

Engagement Metrics

Screening for Engagement Targets

Interview with Anja Seiler [Ethos Foundation]

Quiz - Section 1

Engagement Plan

Defining Engagement Scope

Milestones, and Timelines

Setting Engagements KPIs

Engagement Approach

Communication Method

TCI Fund Management

Internal Communication & Co-ordination

Establishing an Escalation Strategy

Shareholder Proposals

Shareholder Proposals by Country [as of March 2021]

Interview with Jennifer Story [SHARE]

Quiz - Section 2

Engagement Reporting

Quiz - Section 3

Case: Neuberger Berman Engagement Approach

Case: Massy Energy Collective Engagement

Quiz - Section 4

SASB ESG Integration Case Studies

Concluding Remarks

Final Exam