Our courses

Sustainable investment integration

Core SRI/ESG skills for investment professionals

Sustainable Investment Fundamentals

A comprehensive introduction to the world of SRI & ESG

Financial analysis, modelling & valuation

A practical foundation for SRI/ESG professionals

Sustainable Investment for Consultants

There is significant demand (from companies) for sustainable investment advice and consultancy; this course gives consultants the information and tools they need to develop their own SR-IR consultancy practice.

Sustainable Investment for Investor Relations

SR-IR provides investor relations officers and senior sustainability/CSR officers with the information and tools that they need to maximise the effectiveness and efficiency of their communications on sustainability to investors.

Bespoke training

Learning is a personal experience. Every team of investment professionals have specific objectives and different needs. We understand this and actively enjoy developing new programmes and tailoring existing programmes to suit the specific needs of individual investment and corporate teams.

Sustainable investment integration

Core SRI/ESG skills for investment professionals

Booking Details

2 x half days

€1,890 + VAT (discounts available)

Trainers: Willem Schramade
& Mike Tyrrell

Upcoming Classes

22 Apr & 6 May

17 Jun & 1 Jul

This course equips 'mainstream' financial analysts with the technical and communications skills and motivations needed to apply sustainability factors into their valuation and investment processes.

Outcomes

After taking this course, you will be able to:

  • Identify relevant sustainability and corporate governance factors and integrate these into your investment research and decision-making
  • Communicate confidently with companies, colleagues, clients and other stakeholders about these factors and their relevance (or not) to your investment activities

Who should participate

  • 'Mainstream' financial analysts or portfolio managers - including those with an active mandate to 'integrate' and those with a general interest or corporate requirement to do so

Course Elements

Half Day 1

The first half-day establishes the motivations for integration and focuses on identifying sustainability and corporate governance issues and applying these to stocks and sectors including:

Half Day 2

The second half-day focuses on integrating sustainability issues into all stages of the investment decision-making process including

1. Context & foundations
2. What is 'ESG integration'?
3. Integration into valuation (basics)
4. Integration into valuation (case study)
5. A practitioner's view

6. Academic evidence
7. Issue identification exercise
8. Leveraging internal & external resources
9. Tools & tips for applying ESG integration objectives to day-to-day work

Financial analysis, modelling & valuation

A practical foundation for SRI/ESG professionals

Booking Details

20 hours over 7 days

€3,500 + VAT (discounts available)

Training provided by
SITA & Denny Ellison

Upcoming Classes

27 Apr – 27 May

8 Jun – 8 Jul

7 Sep – 7 Oct

This course equips sustainable investment / ESG analysts to understand fundamental investment analysis and, thereby, to engage with and influence the 'mainstream' investment debate around sustainability factors.

Outcomes

After taking this course, you will:

  • Have a basic but solid technical foundation in financial analysis, valuation, report writing and investment communication
  • Be equipped to engage with 'mainstream' investment analysts and to present sustainability factors into investment decision-making discussions
  • Be able to communicate confidently with clients and other stakeholders about the investment valuation context of your sustainability activities

Who should participate

  • ESG / SRI analysts from asset managers or research providers

Course Elements

The programme is divided between:

  • Technical sessions and
  • Application to sustainable investment sessions

The classes take place during 20 hours over 7 days

as follows:

  • Introductory session: Introduction to integration (2h)
  • Technical session #1: Financial accounting, modelling & valuation A (4h)
  • Application session #1 (2h)
  • Technical session #2: Financial accounting, modelling & valuation B (4h)
  • Application session #2 (2h)
  • Technical session #3: Investment thesis development (4h)
  • Wrap-up session: Conclusion (2h)

Sustainable Investment for Investor Relations (SR-IR)

Booking Details

One session of 4 hours

€575 + VAT (discounts available)

Trainer: Mike Tyrrell

Upcoming Classes

28 April 2021 - 9:00 - 13:00 GMT

Outcomes

After taking this course, you will:

  • Have a clear picture of the sustainable investment landscape and an ability to identify significant players in the value chain and prioritise them based on their relevance for your company
  • Understand current and future trends in sustainable investment
  • Be equipped with the tools required to target investors, shape messages, organise sustainable investment briefings and roadshows

Who should participate

  • Investor relations officers
  • Senior sustainability / CSR managers - those with responsibility for responding to investors' / analysts requests for ESG/sustainability information

Course Elements

1. Introducing Sustainable & Responsible Investment
2. Experiences to date | Questions for today
3. 10 steps to Take Control of SRI Communications
4. What investors and companies think of each other
5. IRRI Survey results
6. Summary – final questions; final answers; next steps

Sustainable Investment Fundamentals

Booking Details

2 x half days

Price available on request

Trainers: Aline R. Gustafsson,
Willem Schramade & Mike Tyrrell

Upcoming Classes

Dates to be confirmed

Over two half-days, this course makes extensive use of practical experiences, live interviews and case studies to introduce investment professionals to ESG & sustainable investment - from defining what it is to making it part of the 'day job'.

Outcomes

After taking this course, you will be able to:

  • Fully understand the sustainable investment landscape (including definitions applied, strategies used, issues addressed, market size and growth, key players, regulatory framework etc)
  • Be able to forecast likely future trends from your understanding of the industry's history and current direction of travel
  • Recognise the motivations and perspectives of different players in the value chain and understand how they interact (including understanding the way that companies and investors interact)
  • Have experienced the views of current practitioners through presentations and interviews
  • Be aware of the commercial and business dynamics that determine who succeeds and who fails in sustainable investment
  • Understand the various ways by which sustainability and corporate governance factors are integrated into valuation

Who should participate

  • Investment professionals with a need to understand the fundamentals of sustainable investment and the trends and commercial dynamics that operate within the industry.

Course Elements

1. Introduction to sustainable investment
2. Market participants and their interactions
3. The economics and dynamics of the value chain
4. Interviews and subject-focused presentations
5. Integrating sustainability factors into valuation

Sustainable Investment for Consultants

Booking Details

One half day

£519 + VAT (discounts available)

Trainer: Mike Tyrrell

Upcoming Classes

Dates to be confirmed

Outcomes

After taking this course, you will:

  • Have a clear picture of the sustainable investment landscape and an ability to identify significant players in the value chain and prioritise them based on their relevance for your clients
  • Understand current and future trends in sustainable investment
  • Be equipped with the tools to build your own sustainable investment consulting practice and to advise and support your clients in targeting investors, shaping messages, organising sustainable investment briefings and roadshows etc.

Who should participate

  • Investor relations consultants

Course Elements

1. Introducing Sustainable & Responsible Investment
2. Experiences to date | Questions for today
3. 10 steps to Take Control of SRI Communications
4. What investors and companies think of each other
5. The role for consultants
6. IRRI Survey results