Investing & Sustainability

ESG, SRI, and the Future

Investing & Sustainability

ESG, SRI, And The Future

ESG & SRI Articles

With New Securitization Products, Green Finance Grows Up

With New Securitization Products, Green Finance Grows Up

Regulators and investors are driving a growing demand for sustainable investment products. Traditional sustainable investment options include equity investments in companies that perform well on sustainability measures and instruments such as green bonds, which raise capital for climate and environmental projects.

ESG Reporting Revolution – Firms Must Grapple With The Need For Real Numbers

ESG Reporting Revolution – Firms Must Grapple With The Need For Real Numbers

As SRI became increasingly important to investors, many companies began to produce annual sustainability reports. Those reports often offered style over substance and a lack of widely accepted reporting standards meant companies were able to avoid unpleasant disclosures.

Which Companies Will Pass the Coronavirus ESG Test?

Which Companies Will Pass the Coronavirus ESG Test?

As the coronavirus ravages economies worldwide, companies are struggling to pay workers and keep the lights on. Declining economic activity has sent carbon emissions plummeting and unemployment soaring, and many businesses are now relying on the government for working capital.

On-Demand Webinar: Opportunities, Risks and Regulation – What to Expect from Climate Change

The past five years have shown a surge of sustainable finance market activity, and related financial regulation. 

What can you expect from sustainable finance in the near future? And how will it affect practitioners?

Watch this on-demand webinar to find out.

On-Demand ESG Webinar

At Intuition, we help clients develop the skills and expertise they need to unlock their potential. When it comes to sustainable investing, we know that real change requires education.

A digital solution, for a digital workforce.

Our off the shelf digital learning solution, Know-How, is designed to meet the needs of both internal teams and external parties. With the rise of sustainable finance in recent times, we have developed a brand-new suite of interactive content to upskill all audiences.

Our latest tutorials provide not only an overview of ESG and SRI but also the key drivers involved in identifying investment opportunities as well as the exploration of ESG factors through detailed case studies.

know-how is the premier digital learning solution for financial services

Digitally-delivered ESG & SRI learning content

  • Topic 1: What is SRI?
  • Topic 2: What are ESG factors?
  • Topic 3: What is driving SRI uptake?
  • Topic 4: How does SRI work?

Learning outcomes:

  • Define socially responsible investing (SRI)
  • List key SRI indices
  • Define environmental, social, and governance (ESG) factors
  • List the major sources of ESG data
  • Name major SRI investing strategies and identify their objectives

Learning outcomes:

  • List the factors driving SRI growth
  • Identify the characteristics of SRI investors
  • Recognize the advantages and disadvantages of passive approaches to SRI
  • Compare the risk-adjusted performance of SRI and traditional investment strategies

Learning outcomes:

  • Define environmental factors and identify how they impact corporate performance
  • Define social factors and identify how they impact corporate performance
  • Define governance factors and identify how they impact corporate performance
  • Recognize the role that ESG analysis can play in identifying investing risks and opportunities

Learning outcomes:

  • Define ESG integration, active ownership, negative or exclusionary screening, norms-based screening, positive and best-in-class screening, thematic investing, and impact investing and list their uses and limitations
  • Identify the practical application of SRI strategies to investment portfolios
  • Recall the process for selecting an SRI approach

Learning outcomes:

  • Recognize the uses and importance of ESG and SRI reporting
  • List and compare key reporting guidelines and standards
  • Recall the process for selecting an ESG/SRI approach

Learning outcomes:

  • Define green assets and list their key characteristics
  • Name and define global green assets standards
  • Recall the process for selecting an ESG/SRI approach

Learning outcomes:

  • Practical scenarios designed to test learners knowledge of ESG & SRI principles, terminology, strategies, and drivers

“Awareness is rapidly changing. We are on the edge of a fundamental reshaping of finance.”

 

“Awareness is rapidly changing. We are on the edge of a fundamental reshaping of finance.”

Provide a complete ESG learning experience

Practical applications, in a virtual environment

Moving to green often involves a lot of grey. Intuition can work with you to deliver bespoke virtual experiences to help your learners get to grips with the nuances of ESG in their day-to-day roles.

Custom content, tailored for your audience

Intuition can help design and deliver custom digital content on your specific ESG requirements. Whether it’s about campaigns designed to change behavior or breathing life into your policies and procedures, we can help you choose the right medium for the right objective.

Simple and efficient digital delivery

Educating multiple stakeholders can often present practical challenges in terms of delivery. Intuition is unique in its ability to deliver financial education to firms’ customers and partners, as well as their employees.

Get in touch today to learn more about your ESG & SRI learning options.