ESG and Sustainable Investing 101

Overview:

A 360 introductory course on ESG and Sustainable Investing inspired by leading research and programs developed by the CFA Institute, Sustainability Accounting Standards Board, Principles of Responsible Investing.

Learning Objectives:

Upon completing this course, you should be able to:

• Improve your Know-Your-Client (KYC) process and unleash new business opportunities by understanding investors’ motivations to integrate environmental, social and governance (ESG) considerations into the investment decision process.

• Unpack ESG terminology and standards to facilitate conversations with ESG savvy individuals.

• Meet Know-Your-Product (KYP) obligations by understanding and distinguishing various ESG investing strategies, their objectives and their application.

• Discover financial implications of sustainability topics for company’s long-term performance.

• Gain ESG insights through various tools, resources and frameworks.

• Conduct first level of due diligence on ESG labelled funds.

Who Will Benefit: 

Professionals with basic understanding of environmental, social, and governance (ESG) topics.