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.
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.
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.
Outline the evolution of ESG regulation and the current roadmap in the EU | Understand how EU regulation will translate into UK regulation | Recognise what this means for investors and how it will affect UK advisers.
Examine the complex relationship between ESG and performance | Recall how the narrative around ESG performance has shifted in recent years | Discuss why ESG could present significant growth opportunities going forward.
Acknowledge the difficulties in achieving, measuring and demonstrating ESG impact | Understand how to best frame ESG impact for investors | Explain why addressing impact challenges is vital to the long-term success and appeal of ESG .
We will continue to add to this training series to help support your educational requirements, covering additional areas of responsible investing.
Subscribe using this form to be notified when we add new modules.
For extra support on responsible investing for both you and your clients, please explore our additional materials below. If you require anything further from Invesco, don’t hesitate to get in touch.
New ‘Responsible Investing’ rules are on their way, which are likely to require advisers to review and amend their current client advice process.
To help improve your understanding of ESG, we’ve provided client-friendly definitions for some of the key and commonly misunderstood terms.
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.
