Financial Metrics And Styles

• Traditional investment

• Review of equity investment characteristics

• Private vs public investment

Case Study: Indexes for green finance calculation: temperature and risk

• Financial return calculations

• Risk and return metrics

Legal and Regulatory Issues

• Business ethics

• Concepts and application of fiduciary duty

• The international rise of Corporate Governance

• Corporate Governance in practice

• Reputational risk

• Corporate Social Responsibility (CSR) metrics and performance

• Shareholder activism

Case Study: Assessing the impact of environmental campaigning on the oil and gas industry

Broadening Investment Objectives

• History of alternative investment approaches

• Reasons for adopting wider investment criteria

• Adoption of wider criteria by banks and fixed-income lenders as well as investment institutions

Case Study: Effects of the World Bank’s decision to end financial support for fossil fuels

Environmental, Social and Governance (ESG) Criteria

• Negative screening: Examples drawn from university investment policies

• How to construct and operate a negative screening policy for a bank and fund

Group Exercise: Building an ESG matrix for a university investment portfolio

• Negative ESG screens and corporate performance

• Comparative performance across E, S and G

• Problems and obstacles with ESG screening in equity, bank assessment and fixed-income markets (materiality, scoring, reporting issues and others)

Group Exercise: Assessing a DCF model with ESG overlay

• Role of the rating agencies (with examples)

• Engagement-based ESG

• Corporate ESG reporting and its analysis by banks and funds

Group Discussion: Forecasting the direction of ESG screening and reporting

ESG Finance & Investment

Would you like more information?