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Environmental, Social and Governance (ESG) Investing Programme

The key concepts of ESG and how they can be assessed from an investment viewpoint

Environmental, Social and Governance (ESG) Investing Programme

A half-day live webinar

  • Comprehensive review of the key ESG issues from an investment perspective
  • Consideration of both debt and equity market ESG based investments
  • Clear explanation of the important ESG concepts
  • Real life examples of corporate ESG criteria in investment decisions
  • Identification of the problems and opportunities for future ESG based investments

  • Understand the rationale for ESG
  • Clearly grasp the issues in the three main concept areas of environment, social and governance
  • Be able to explain why ESG promotes better financial performance
  • Get a broader consideration of the range of stakeholders which are impacted by ESG policies
  • Understand how to create a competitive advantage through using ESG to guide decision making
  • Be able to explain how the bond and private debt markets are using ESG criteria

ESG investing is widely seen as a way of investing “sustainably”, where investments are made with consideration of the environment and human wellbeing, as well as the economy. It is based upon the growing assumption that the financial performance of organisations is increasingly affected by environmental and social factors.

This programme explains the key concepts of ESG and how they can be assessed from an investment  viewpoint. It is vital for organisations to recognise and embrace the shift occurring in the investing world. The range of factors investors consider when making decisions has become much broader, reflecting this gradual diffusion of more progressive and holistic ESG values into the investing arena.

What is ESG investing?

  • Identifying opportunities where companies with positive ESG attributes outperform their peer group over the long term
  • Fundamentals of a business which can deliver excess returns
  • Negative ESG criteria pose a significant risk to shareholder value
  • Active ownership to improve ESG practices

Key concepts of sustainability and ESG

  • Broader dimension of stakeholder expectations
  • Three dimensions of sustainability
    • Environmental issues
    • Social issues
    • Governance issues
  • Broader concept of Corporate Social Responsibility (CSR)
  • Measuring and quantifying sustainability
    • MSCI ESG statistics
    • Rating agencies
    • Other providers
  • Quantifying environmental emissions
    • Scope 1, 2 and 3 emissions
  • Investing approaches
    • Exclusionary
    • Inclusion (best in class)
    • Active ownership
    • ESG integration
  • Types of sustainable investing
    • Socially responsible investing (SRI)
    • Impact investing
    • Green bonds
    • ESG
  • Global disclosure standards
  • Examples of the various approaches to measure ESG effectiveness

Financial impact of ESG

  • Does ESG create value for investors?
  • Business case for sustainability
    • Firm value impact of ESG policies
    • Research data on positive ESG impact
  • Evidence from the market data on ESG impact
    • Positive fund data
    • Negative corporate examples

Environmental issues

  • Climate change
  • Natural resource scarcity
  • Pollution and waste
  • Examples of impact on companies

Social issues

  • Human capital management
  • Product/service safety issues
  • Human rights and labour laws
  • Wider community issues
  • Examples of positive and negative impacts

Governance issues

  • Senior management effectiveness
  • Diversity and inclusion
  • Accountability measures
  • Transparency and business ethics
  • Executive compensation
  • Disclosure frameworks
  • Enterprise risk management (ERM)
  • Examples of negative governance issues
  • Practical case study examples of the implementation of ESG and the positive benefits together with examples the negative impact of not recognising the ESG effects

Materiality

  • Which ESG issues are most important for long term corporate success
  • Materiality assessment
    • Importance to business
    • Importance to stakeholders
    • Industry specific impacts

Creating competitive advantage through ESG

  • Risk reduction
  • Enhanced growth opportunities
  • Resilience to disruption and change
  • Increased workforce productivity
  • Supply chain impacts
  • Reputational benefits
  • Case study example of creating value through implementation of ESG policies

ESG and debt markets

  • Sustainability performance targets
  • ESG margin ratchets
    • ESG scores
    • Using ESG KPIs
    • Margin adjustment calculations
  • Global ESG debt issuance trends
  • Example of a recent debt issue using ESG margin ratchet

Future trends to watch

  • Greater emphasis on climate change in ESG criteria
  • ESG criteria becoming more mainstream for investors
  • Pressure on agricultural production methods
  • Financing the transition to net zero

The trainer is the Managing Director of an international advisory company specialising in advisory and development services to the corporate, banking and finance industry, which he has owned for the past 24 years. He is an experienced corporate finance professional with practical experience and extensive knowledge of corporate and structured finance in global financial markets.

He is a Senior Visiting Lecturer and Programme Director at Executive Development, Bayes Business School, (formerly Cass) London, a member of the Visiting Faculty at Fuqua Business School and has previously worked as an advisor to the Overseas Development Administration in the UK, as well as EU PHARE and TACIS programmes throughout Europe and Russia.

The trainer’s main areas of expertise are corporate finance, M&A, corporate analysis and structured finance, asset securitization, risk management, valuation, corporate credit processes, project finance and treasury management. He currently works with many global corporate and banking clients in these areas and he also acts as Expert Witness for London law firms in respect of his areas of expertise.

The list of global clients is extensive and covers both European, Middle East, African and Asian markets. In the corporate market he works extensively with large corporate clients, private equity firms, private investors as well as public sector companies such as the NHS and major law firms. He provides advisory and development services to these organisations, either through the relevant departments or directly to the senior line management.

He is also a well-known figure within the various training and development companies within Europe and regularly gives seminars throughout the world on his specialist topic areas and is a recognized expert in this area by many organisations.

He was previously the Managing Director of a subsidiary of Union Plc, a London merchant bank having previously worked with several high profile global investment banks. He left Union Plc in 1996 to form his own international advisory Company.

The list of financial institutions and corporates with whom he has worked over recent years is extensive and includes: Allied Irish Bank, Alpha Bank, Bank of America Merrill Lynch, Bank of China, Barclays, Bayern LB, BT plc, Citibank, China Construction Bank, Credit Agricole, Credit Suisse, Danone, DECC, Deloitte, Dexia, Emirates Bank, E&Y, Euler Hermes, First Gulf Bank, FSA London, Garanti Bank, HBOS, Hohhot Bank Mongolia, HSBC, HVB, Iccrea Banca, Intesa SanPaolo, Central Bank of Ireland, KPMG, L’Oreal, Malta FSA, Mongolian Stock Exchange, Morgan Stanley, Mubabdala, NHS and many others.

ESG has become a critical factor for investment in both debt and equity markets.  Investors are supporting sustainable policies followed by companies and the results are illustrating that returns are equal or better than strategies which avoid ESG criteria.

This programme looks at all the areas that are significant from an investment perspective for both debt and equity investors, and considers how investors can judge the potential for meeting ESG criteria and how this might change in the future.

Number of places:

£795.00

Per participant
Discounts available for multiple place booking find out more
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