- Download Agenda
- Unit 1: The ESG and Sustainable Finance Markets Today
- Unit 2: Environmental Factors, Standards and Disclosures
- Unit 3: Social Factors, Standards and Disclosures
- Unit 4: Governance Factors, Standards and Disclosures
- UNIT 5: Planning the Key Data Sourcing & Extraction
- Unit 6: ESG Ratings and Scores
- Unit 7: Approaches to ESG Portfolio Management and Integration
- UNIT 8: Executing the Business Transformation
- Course Summary
Unit 3: Social Factors, Standards and Disclosureskeyboard_arrow_right
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Unit 3: Social Factors, Standards and Disclosures
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Unit 3: Social Factors, Standards and Disclosures
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Learning Aims and Objectives
Focusing on the systemic relationships and activities between business activities and social issues and applying material social factors to traditional financial and equity analysis. Assess key megatrends influencing social change in terms of potential impact on companies. A key learning outcome is to enable delegates design and construct a social-based portfolio management framework.
Unit Content
- Why societal risks are moving up the boardroom agenda
- Understanding the social megatrends influencing social change and likely impact on investment policies
- Assessing materiality impacts of social issues
- Integrating social issues into investment strategies
- Why societal risks are moving up the boardroom agenda
- The interconnections between environmental and social risks
- Societal risks as threat multipliers
- Social materiality
- What is social-based portfolio management
- Applying social-based portfolio management
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- Download Agenda
- Unit 1: The ESG and Sustainable Finance Markets Today
- Unit 2: Environmental Factors, Standards and Disclosures
- Unit 3: Social Factors, Standards and Disclosures
- Unit 4: Governance Factors, Standards and Disclosures
- UNIT 5: Planning the Key Data Sourcing & Extraction
- Unit 6: ESG Ratings and Scores
- Unit 7: Approaches to ESG Portfolio Management and Integration
- UNIT 8: Executing the Business Transformation
- Course Summary