GSS Online Agenda - September 2022
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14 September 2022 - Theory and practice of governance, stewardship and sustainability
13:00 - 15:30Session 1Module 1: Theory and practice of Stewardship and Sustainability
- What is Investor Stewardship?
- Stewardship codes
- ICGN Global Stewardship Principles
- The business case for Stewardship and Sustainability
Module 2: Corporate Governance and Sustainability
- The diversity of corporate governance models and frameworks
- Corporate Governance as an ecosystem
- The governance of Sustainability
- Corporate Governance and performance
Module 3: Managing Stewardship responsibilities
- Fiduciary duties
- The investment chain and the Stewardship ecosystem
- Investor governance and stewardship
Exercise
Whose company is it anyway? Poll of participants: Where do they identify themselves on the shareholder vs. stakeholder governance spectrum?
Before Session 2:
Review the Materials, Slides and Video: Vornado Realty Trust: ESG Standards and Assurance in Practice
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21 September 2022 - Strategic ESG analysis and integration in investment decision-making
13:00 - 15:30Session 2Module 4: Implementing Stewardship
- Investment objectives and the rationale for ESG integration
- Approaches to incorporating ESG into investment decision-making
- Bringing ESG analysis into the investment process
- Policy, processes, resources and outcomes
Exercise
Vornado Realty Trust Breakout group discussion
Module 5: How to conduct an ESG analysis of a company
- The Financial Rationale for Incorporating ESG into Valuation
- Applying Sources of ESG data, ratings and measurement: (“G”)
- Applying Sources of ESG data, ratings and measurement: (“E” & “S”)
- Taking sector and industry factors into account in ESG risk assessment
Before Session 3:
Review the Case, Slides and Video: Introduction to the Volkswagen Case
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28 September 2022 - Stewardship in action: monitoring, voting, engagement and reporting
13:00 - 15:30Session 3Module 6: Effective Stewardship in practice: monitoring, engaging, voting and reporting
- Stewardship and engagement
- Grounding engagement priorities in investment considerations
- Planning and implementing engagement: strategy, tactics and tools
- Share voting: objectives and execution
- Stewardship reporting
Exercise
Volkswagen Case Study Breakout group discussion