ESG & Active Ownership
Engage for a better world
Ed4s Academy
Summary
- Reed courses certificate of completion - Free
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Overview
This course covers the foundation of Active Ownership, also known as Shareholder Engagement or Investment Stewardship.
Asset managers and investors have a capacity to influence companies that they are investing in though an active dialogue and engagement. Active Ownership and Engagement is often used in combination with other ESG investing strategies and create positive impact.
This short course is built by industry practitioner Nawar Alsaadi, FSA, SIPC who has over 10 years of experience in capital markets and corporate engagement. Course also features interviews with multiple professionals working as consultants in the corporate engagement field.
COURSE STRUCTURE
1 Hour of video | Segmented into short clips
3-4 Hours of reading | Including Case Studies
Integrated quizzes | Plus a final exam
Self-Paced | Study at your own rhythm
Certificates
Reed courses certificate of completion
Digital certificate - Included
Will be downloadable when all lectures have been completed
Curriculum
Course media
Description
LEARNING OUTCOMES
- Understand what is active ownership and why it matters
Where to position active ownership within the responsible investing universe.
- Learn how to set engagement goals, and objectives
How to identify relevant objective metrics to engage on and track.
- Learn how to prepare and develop a complete and effective engagement plan
How to define an engagement scope, setting up timelines and milestones, setting KPIs, selecting an engagement approach, selecting a communication method, writing engagement letters, and establishing a smart escalation strategy.
- Discover how to embed the engagement function with your organization
Learn about the various ways you can embed the engagement job function within your organization. You will learn to maximize internal co-operation with the proxy and portfolio management function for improved engagement outcomes.
- Learn how to report, track, and communicate your engagements
You will familiarize yourself with best of class engagement reporting practices, using real-life examples and actual engagement reports.
LEARNING OUTCOMES
- Understand what is active ownership and why it matters
Where to position active ownership within the responsible investing universe.
- Learn how to set engagement goals, and objectives
How to identify relevant objective metrics to engage on and track.
- Learn how to prepare and develop a complete and effective engagement plan
How to define an engagement scope, setting up timelines and milestones, setting KPIs, selecting an engagement approach, selecting a communication method, writing engagement letters, and establishing a smart escalation strategy.
- Discover how to embed the engagement function with your organization
Learn about the various ways you can embed the engagement job function within your organization. You will learn to maximize internal co-operation with the proxy and portfolio management function for improved engagement outcomes.
- Learn how to report, track, and communicate your engagements
You will familiarize yourself with best of class engagement reporting practices, using real-life examples and actual engagement reports.
About the Instructor
Nawar Alsaadi has been involved with a number of high-profile activist campaigns with TSX and NYSE listed companies on issues pertaining to corporate governance and corporate strategy. In 2014, he founded Semper Augustus Capital, an activist investing firm with a focus on corporate governance and strategy. In 2018, he expanded his engagement focus to the full spectrum of ESG topics through the development and application of the Material Engagement concept.
Nawar holds a Sustainable Investment Professional Certification from Concordia University, ESG Investing certification from the CFA institute (UK), and an FSA Credential from the Sustainability Accounting Standards Board (SASB). Nawar is also a member of the Governance Professionals of Canada, and serves as an ESG Engagement expert at Amnie. Nawar is the author of five books, and an active contributor to the financial and sustainability press.
Who is this course for?
Investors, Sustainability Professionals, Students, Consultants
Requirements
Basic understanding of ESG and Sustainable Finance
Career path
ESG Consultant, Sustainability Officer, Corporate Engagement Specialist, Investor
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This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.
