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About the event

This fast track training course will be taking place on the 5, 7 & 9 December 2022, from 15:00 - 17:30 GMT, running in three 2.5 hour webinars.

The Governance, Stewardship and Sustainability course gives investment professionals, company managers, investor relations officers, corporate directors and other governance professionals what they need to know about the theoretical, empirical and especially practical aspects of integrating ESG into investor and company decision-making. The structure and content of this substantially-updated course reflect the accelerating pace of developments.  

This fast track version will be delivered in three approximately 2.5 hour sessions over the course of a week. The webinar format provides course participants the opportunity for live interaction with the instructors and other participants. See feedback from past attendees.

If you have any queries about the course please contact: events@icgn.org

For our registration terms and conditions click here

Date

This event has multiple dates:
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Location

Online

Fee

Member = £430 + 20% VAT

Non member = £645 + 20% VAT

Time

15:00 - 17:30 GMT

Speakers

Governance & Stewardship Policy Manager
ICGN
Carol Nolan Drake
Managing Director
Valoris Stewardship Catalysts
Mike Lubrano

Agenda

  • 5 December 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

  • 7 December 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

  • 9 December 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