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Webinar: An ESG mindset and why finance needs it

In November 2021, the United Nations Conference on Climate Change raised our awareness of the environmental challenges we face, and the urgent need for firms and nations to take action.

As a consequence, our clients have a growing desire to view investment opportunities through the lens of Environmental, Social and Governance (ESG) factors.

They want to look beyond the traditional accounting measures, and include issues such as sustainability, equality and diversity in their evaluation and decision-making process.

Recently, we hosted an ESG webinar with Jeremy Smith, Head of Banking and Finance at Kaplan, and ESG expert, Investment Management Training specialist, Bernard Duffy.

Bernard is a highly skilled educator and provides consulting services to private banks, investment managers, pension funds and their advisors.

With heightened demand for sustainable investing and the urgency for companies to act, we explored what ESG means for the financial sector.

“2006 was the seminal year when ESG was coined.”

Key topics we explore

Developing a critical ESG mindset

Understanding the five key steps to build an ESG mindset. From separating fact from fiction in step 1 to cutting through ‘greenwashing’ in step five.

A history of ESG

We look at different economic perspectives and how leading figures have been framing the debate right up until the present day.

How ESG is permeating fund management

The fund management ecosystem today, the drivers, and potential solutions for the end client.

The ESG training challenge

How to define and prioritise the skills and values associated with ESG, how to integrate them and what failure to do so could mean.

Next steps

Find out more about how we can deliver bespoke training in ESG Investing for your business by visiting our ESG course page.

Try the ESG course from CFA FREE for seven days

Learn more

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Webinar: An ESG mindset and why finance needs it

In November 2021, the United Nations Conference on Climate Change raised our awareness of the environmental challenges we face, and the urgent need for firms and nations to take action.

As a consequence, our clients have a growing desire to view investment opportunities through the lens of Environmental, Social and Governance (ESG) factors.

They want to look beyond the traditional accounting measures, and include issues such as sustainability, equality and diversity in their evaluation and decision-making process.

Recently, we hosted an ESG webinar with Jeremy Smith, Head of Banking and Finance at Kaplan, and ESG expert, Investment Management Training specialist, Bernard Duffy.

Bernard is a highly skilled educator and provides consulting services to private banks, investment managers, pension funds and their advisors.

With heightened demand for sustainable investing and the urgency for companies to act, we explored what ESG means for the financial sector.

“2006 was the seminal year when ESG was coined.”

Key topics we explore

Developing a critical ESG mindset

Understanding the five key steps to build an ESG mindset. From separating fact from fiction in step 1 to cutting through ‘greenwashing’ in step five.

A history of ESG

We look at different economic perspectives and how leading figures have been framing the debate right up until the present day.

How ESG is permeating fund management

The fund management ecosystem today, the drivers, and potential solutions for the end client.

The ESG training challenge

How to define and prioritise the skills and values associated with ESG, how to integrate them and what failure to do so could mean.

Next steps

Find out more about how we can deliver bespoke training in ESG Investing for your business by visiting our ESG course page.

Try the ESG course from CFA FREE for seven days

Learn more

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What is Microsoft Excel used for and is it still relevant?

What is Microsoft Excel used for and is it still relevant?

With data and technology advancing more and more each day - does the workplace still have a need for Microsoft Excel?

Kaplan · 8 minute read

Kaplan Financial awarded “good” with one “outstanding” judgement by Ofsted

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