CFA Certificate in ESG Investing

Demetris Nicolaou

CFA Certificate in ESG Investing

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Course Overview 

Sustainable Finance has gained popularity among professional fund managers and institutional investors.  The EU and other nations have adopted guidelines for Environmental, Social and Governance (ESG) criteria aiming to divert capital to sustainable investments.  This training provides an in-dept look at all the aspects of ESG Investing providing valuable tools and insights to professionals in the financial sector such as portfolio managers and investment advisors.

Schedule 

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Date: 

29 November, 1, 2 & 3 December, 2021

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Time:

13:00 -16:45 UK Time

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Duration: 

14 hours

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Price: 

GBP 680 + VAT

Training Objectives

By the end of the programme, participants will be able to:

  • Define the different approaches to ESG investing

  • Explain the scope of ESG investing and identify the key drivers and challenges

  • Identify the key approaches to Environmental analysis

  • Explain a variety of Social concepts and trends influencing social change

  • Assess the characteristics of effective Governance

  • Explain the objectives of integrating ESG into a firm’s investment process

  • Learn how ESG factors affect investment analysis and valuations

  • Explain the impact of ESG factors on portfolio construction and asset allocation

  • Identify the challenges to measuring and reporting ESG-related performance

 

Programme Outline

  • Introduction to ESG

  • The ESG Market

  • Environmental Factors

  • Social Factors

  • Governance Factors

  • Investor Engagement & Stewardship

  • ESG Analysis, Valuation & Integration

  • ESG Portfolio Construction & Management

  • Investment Mandates, Portfolio Analytics and Client Reporting

 Training Style

The programme is designed to deliver knowledge and enhance participants’ understanding of ESG Investing through detailed explanation of Environmental, Social and Governance factors that fund managers, investment funds, asset managers and investment advisors should consider when analysing investments, selecting investments, and managing portfolios.  The training will allow participants to engage in discussion and raise questions that relate to their own operations.  Participants will be presented with various examples and case studies that will enhance their understanding of the applicability of the entire ESG investment process.

CPD Recognition

This programme may be approved for up to 5 CPD units in Financial Regulation. Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies where you hold membership.

Who should attend

  • Portfolio Managers & Fund Managers

  • Investment Analysts

  • Investment Advisors

  • Professional and Retail Investors 

  • Executives and Senior Managers in Investment Firms

  • Sales and Business Development Officers

  • Other financial professionals

Who is Demetris Nicolaou?

Demetris Nicolaou is an Executive Director and Head of Portfolio Management at Hanseatic Capital Management Ltd. He previously worked for Alpha Bank Limited as the Head of Asset Management and as the Co-Portfolio Manager for Emerging Markets Management LLC in the USA. Demetris holds a Bachelor’s degree in Finance & Economics and an MBA in International Finance, both from the American University Kogod School of Business. He is a CFA Charterholder and a holder of the Certificate in Company Direction by the U.K. Institute of Directors.

Additional Details

Price - 680

Duration - 14

 

Date And Time

29-November-2021 - 13:00 to
03-December-2021 - 16:45
 

Location

 

Venue

Live Online (Zoom)
 

Event Category

Live Online Courses

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