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Governance Perspective on ESG Investing

Understanding, assessing and mitigating governance-related risks in financial decision making

Finance for Non-Financial Managers Training Course

A half-day live webinar

  • Focus on actual investment criteria and performance
  • Extensive use of real case studies
  • Insight into practical aspects of the implementation of the theory
  • A thorough review of related academic research and its implications
  • Perspective based on international experience in ESG
  • Practical insights on governance at the level of the company and of financial products

  • To understand and explain what governance is and why it matters
  • To understand the development of corporate governance and key motivators for step-change
  • To assess key characteristics of effective corporate governance
  • To assess the main models and best practices of corporate governance
  • To identify material impacts of governance issues on financing decision-making
  • To apply material governance factors to financial modelling; ratio analysis; risk assessment; quality of management
  • To understand the key characteristics of effective stewardship

Governance overview

  • Definition of governance
  • Alignment and the agency problem
  • Accountability
  • Incentives
  • Benefits of good governance
    • Reputation
    • Broader sustainability efforts
    • Positive behaviour
    • Access to capital
    • Control environment
    • Performance
  • Main factors of corporate governance
    • Board structure
    • Executive compensation
    • Minority shareholder rights
    • Reporting
    • Capital allocation
    • Business ethics – bribery and corruption
    • Business ethics – anti-competition
  • Global trends in corporate governance

Governance risks and the financial services sector 

  • Governance concerns in financial decision-making
    • Types of board structure
    • Committees
    • Independence
    • Diversity
    • Effectiveness
    • Culture
    • Fair and equitable treatment of shareholders
    • Reporting aspects
    • Purpose of capital allocation
    • Regional aspects of business ethics
  • Regulation of corporate governance
  • Material impact of governance issues
  • Return of Governance indices
  • Incorporating governance into financial analysis

Stewardship

  • What is stewardship
  • Definitions
  • Objective and purpose
  • Stewardship Codes
  • Voting
  • Importance of active ownership and voting
  • Key themes of resolutions
  • Shareholder resolutions
  • Corporate Engagement
  • Engagement approaches
  • Engagement in practice

The trainer is a Senior ESG Expert and Lead for Environmental Research at Candriam. She has worked at various asset managers in France and abroad, including Amundi, Generali, Axa and Standard Life Aberdeen, implementing responsible investment, developing impact investing framework, leading corporate engagements and supporting financial institutions in their integration of climate risks and opportunities. In her previous role at DNCA, she contributed to the launch of an impact fund and a thematic climate fund. She is a lecturer at various renowned universities, including HEC, and a regular speaker at ESG conferences.

Corporate governance has become more complex as the scale and complexity of companies have grown and as ownership has become more dispersed. This course identifies and describes the concept of governance, its development, existing best practices, and how finance professionals can analyse governance issues to mitigate risks and deliver value.

Have this course presented In-House

  • On a date, time and in a location of your choice
  • Topics expanded or deleted to your bespoke requirements
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Have this course pre-recorded

  • Full course recording edited exclusively for your company
  • Files converted to enable housing on your LMS
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