CFA Society Toronto ESG Bootcamp: Sessions 1-3 Package

CFA Society Toronto ESG Bootcamp: Sessions 1-3 Package

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Learning Objectives

SESSION 1
This session will distinguish between the different investment approaches falling within “responsible investment” and how they relate to investors’ fiduciary duty. It will utilize the Sustainable Accounting Standards Board (SASB) framework to review in detail how ESG factors can be integrated into financial analysis for equities, fixed income, and alternative asset classes while providing case studies for discussion. This session will feature Aaron Bennett, CFA, Managing Director, Sustainable Investment Strategy and Research at Jarislowsky Fraser. Aaron is committed to supporting the continuous improvement of systemic and robust integration of material ESG factors into the investment analysis across all portfolios and asset classes.

Learning Outcome
Participants will learn:
  • The principles of ESG integration and distinguish that approach from other approaches falling within ‘responsible investment’ (ESG integration, Socially Responsible Investment, Impact Investment) 
  • Various approaches and frameworks that can be utilized to identify and analyze material ESG factors in equities, fixed income, and alternative asset classes.
  • What is driving the demand for ESG, how the industry has responded and how it might be impacted by COVID-19 

SESSION 2
This session will describe the various ESG research providers available and the potential use and challenges of ESG research and ratings in different asset classes, along with the reliability and comparability of ESG data and emerging new sources of ESG data. It will explore the research connecting ESG to corporate performance as well as the performance of ESG integrated funds and socially responsible investment funds. This session will feature Hyewon Kong, CFA, VP, Responsible Investing at IMCO, who heads IMCO’s approach to ESG and responsible investment.

Learning Outcome
Participants will learn:

  • The basic approach of different ESG research and ratings providers and how ESG research and ratings, as well as other sources of ESG data, can be used in an investment process across different asset classes
  • The connection between ESG and corporate and fund performance
  • How an ESG lens is being applied by investors to assess corporate performance during
    the COVID-19 crisis

SESSION 3
This session will explore the growing focus on climate change‐related investment risks and opportunities. It will explore the extent to which climate‐related risks and opportunities are being mispriced by financial markets and how investors can effectively respond. It provides an overview of the recommendations of the TCFD, including specific recommendations for asset owners and asset managers such as carbon footprinting and how investors can assess corporate climate commitments, including ‘net zero’ goals. This session will feature Deborah Ng, Head of Responsible Investing and Director of Strategy and Risk for Ontario Teachers’ Pension Plan who heads the Plan’s approach to climate strategy and risk.

Learning Outcome
Participants will learn:

  • Why climate change-related issues represent investment risk and opportunity 
  • What are the recommendations of the Task Force on Climate Related Financial Disclosures (TCFD) and how will they impact corporations, asset owners and asset managers
  • The relationship between COVID-19 and climate change
  • Approaches to investor stewardship on climate-related issues including ways to assess
    corporate climate commitments, including ‘net zero’ goals.

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