Attitudes are changing. Investors are increasingly looking to make a positive contribution to society and the environment through their personal finances, driving us towards a cleaner, heathier and more equitable future.
Responsible investing – which incorporates environmental, social and governance (ESG) criteria into the investment process – has become an increasingly significant consideration for investors in recent years. But despite this it’s still the cause of much confusion.
We understand the importance of professional education, as well as responsible investing, so we have created the below structured CPD training series to bring you up to speed with everything ESG and support your client conversations.
Part 1: The rise of responsible investing & ESG
Understand the origin and rise of responsible investing | Identify the 17 United Nations Sustainable Development Goals, as a guide to the broad investment outcomes | Explain what ‘E’, ‘S’ and ‘G’ inputs relate to in the investment process
Part 2: ESG integration & responsible solutions
Explain how ESG criteria can be incorporated into investment processes | Understand the full spectrum of responsible investing | Recognise the importance of active ownership to promote better corporate governance
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.
