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ICGN Governance, Stewardship & Sustainability Course - June 2023

1, 5 & 8 June 2023

About the event

This training course will be taking place on the 1, 5 & 8 June 2023, 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 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.

Participants of this course will receive a complimentary e-copy of the second edition of ‘Governance, Stewardship & Sustainability; Second Edition’, written by course leaders George Dallas and Mike Lubrano. 

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

For our registration terms and conditions click here

Date

This event has multiple dates:
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Location

Online

Fee

Member = £449 + 20% VAT

Non member = £699 + 20% VAT

Time

15:00 - 17:30 GMT

Speakers

George Dallas

Education & Research Advisor
ICGN
George Dallas

Carol Nolan Drake

Governance & Stewardship Policy Manager
ICGN
Carol Nolan Drake

Agenda

  • 1 June 2023 - Theory and practice of governance, stewardship and sustainability

    15:00 - 17:30
    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

  • 5 June 2023 - Strategic ESG analysis and integration in investment decision-making

    15:00 - 17:30
    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 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

  • 8 June 2023 - Stewardship in action: monitoring, voting, engagement and reporting

    15:00 - 17:30
    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