Environmental, social and governance (ESG) considerations have moved from the sidelines to become front and centre for investors and their clients in recent years. Alongside the momentum created by governments and regulators increasingly getting on board with the sustainable agenda, there has been an exponential rise in the amount of data produced which aims to highlight the efficacy of ESG investing. Andrew Parry, head of sustainable investment, aims to cut through the noise in a two-part educational series covering the key topics consultants and trustees need to be aware of, from breaking down the jargon, to explaining why ESG factors are increasingly important, and what trustees’ legal obligations are.

Objective

We invite you to join us for two structured training webinars to address the following learning outcomes.

Agenda

Session 1
Took place on Tuesday 28 July, 10:30am – 11:30am

1. Understand and define the various components of ESG investing
2. Introduce the various investment strategies linked to ESG
3. Why are ESG considerations so important?
4. Importance of engagement and voting
5. What’s the difference between active and passive ESG investing?
6. Understand the difference between ESG factors in equity and fixed income
7. Focus on climate change 

Watch the recording of the training session

Session 2
Wednesday 12 August, 10:30am – 11:30am

1. The Investment Association’s Responsible Investment Framework and its significance
2. Understand the regulatory landscape in the UK (Stewardship code, TCFD reporting, etc.)
3. ESG considerations and their possible impacts on risk/return metrics
4. How should trustees and advisors make an ESG vision a practical reality?
5. How can trustees and advisors engage with their fund managers on ESG issues?
6. Putting ESG investing into practice – Newton’s approach

Register for the training session

CPD accreditation

Attendees will be able to claim one hour’s continuing professional development (CPD) from each session