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  • 14 September 2022 - Theory and practice of governance, stewardship and sustainability

    13:00 - 15:30
    Session 1

    Module 1: Theory and practice of Stewardship and Sustainability

    1. What is Investor Stewardship?
    2. Stewardship codes
    3. ICGN Global Stewardship Principles
    4. The business case for Stewardship and Sustainability

    Module 2: Corporate Governance and Sustainability

    1. The diversity of corporate governance models and frameworks
    2. Corporate Governance as an ecosystem
    3. The governance of Sustainability
    4. Corporate Governance and performance

    Module 3: Managing Stewardship responsibilities

    1. Fiduciary duties
    2. The investment chain and the Stewardship ecosystem
    3. 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

  • 21 September 2022 - Strategic ESG analysis and integration in investment decision-making

    13:00 - 15:30
    Session 2

    Module 4: Implementing Stewardship

    1. Investment objectives and the rationale for ESG integration
    2. Approaches to incorporating ESG into investment decision-making
    3. Bringing ESG analysis into the investment process
    4. Policy, processes, resources and outcomes

    Exercise

    Vornado Realty Trust Breakout group discussion

    Module 5: How to conduct an ESG analysis of a company

    1. The Financial Rationale for Incorporating ESG into Valuation
    2. Applying Sources of ESG data, ratings and measurement: (“G”)
    3. Applying Sources of ESG data, ratings and measurement: (“E” & “S”)
    4. 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

  • 28 September 2022 - Stewardship in action: monitoring, voting, engagement and reporting

    13:00 - 15:30
    Session 3

    Module 6: Effective Stewardship in practice: monitoring, engaging, voting and reporting

    1. Stewardship and engagement
    2. Grounding engagement priorities in investment considerations
    3. Planning and implementing engagement: strategy, tactics and tools
    4. Share voting: objectives and execution
    5. Stewardship reporting

    Exercise

    Volkswagen Case Study Breakout group discussion

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