Understanding Socially Responsible Investment

Institution
TSI Limited
Category:
Professionals
Location:
Digital Age Halls, Capital Building - 332, Ikorodu Road, Idiroko Bus Stop, Near LASU Anthony

COURSE DESCRIPTION

This training course aims to introduce the principles and mechanisms governing the implementation of SRI within an asset management process. Analyses of ISR funds currently available on the market and SRI methodologies will be introduced in this hands-on training. At the end of this session, participants will be able to structure investment products that meet various tastes of the larger society, thereby harnessing most segments of the target investors; identify non-socially compliant investment products to avoid; demonstrate efficiency in product design; apply safety, profit and convertibility of investment as criteria in selecting investment products.

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ABOUT INSTITUTION

The educational philosophy of TSI Limited is to focus more on learning and the development of skills. It is to provide a foundation in the students' area of study and set them on a path to continued learning, whilst being able to adapt to a rapidly changing world.

Human Resource program at TSI Limited is designed to be industry and globally relevant. Tutors are appointed on the basis that they meet stringent criteria: they must be active within the industry, have university qualifications, and be able to motivate and communicate effectively with students.

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CURRICULUM

Section 1 : Understanding the bases of the Socially Responsible Investment

Section 2 : Distinction Between SRI, Solidarity Funds and Ethical Funds

Section 3 : Relation Between SRI And Social Corporate Responsibility

Section 4 : United Nations Global Compact Agreement: Making, Methodology, Evolutions

Section 5 : History of the ISR: Earliest Funds, Evolutions

Section 6 : The Market of the SRI - Key Players and Key Figures

Section 7 : Presentation of the Private and Corporate Investors Expectations Based on Exclusive Surveys

Section 8 : Role of the Extra-Financial Rating Agencies: Major Benchmarks

Section 9 : Distinction Between SRI and Management Style (Growth, Value, Large Cap/Small Cap)

Section 10 : Key Figures: Number Of Funds, Assets Under Management, Market Trends

Section 11 : SRI Management Processes Specifics

Section 12 : Distinction Between SRI And Management Style (Growth, Value, Large Cap/Small Cap)

Section 13 : Introduction To The Extra-Financial Performance Benchmarks: ESG Criteria (Environment, Social, Governance), Other Approaches

Section 14 : Integration of Financial and Extra-Financial Approaches: Criteria Weighting Methods and Scoring Methods

Section 15 : Selection of a Benchmark and Evaluation of a Fund's Performance

Section 16 : Construction of a Stock-Based SRI Fund

Section 17 : Defining the Range of Available Investment Options

Section 18 : Selection of an Extra-Financial Performance Benchmark

Section 19 : Implementation of an Extra-Financial Scoring and Filtering Method

Section 20 : Implementation of Financial Analysis Criteria

Section 21 : Performance Evaluation and Attribution

₦ 250000

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Africa’s most robust learning platform, which provides tools for engaging and tutoring learners all over the world.