Social Investing and Sustainable Development How to Align Your Portfolio with Your Values and Impact

Introduction:

This course will introduce you to the concept of social investing and how it can help you achieve both financial and social returns. You will learn about the different approaches and criteria of social investing, such as environmental, social, and governance (ESG) factors, principles for responsible investment (PRI), and impact investing. You will also learn how to assess the performance and impact of your social investments, and how to communicate and report them to your stakeholders. You will explore the link between social investing and sustainable development, and how you can contribute to the global goals of addressing social and environmental challenges, such as poverty, inequality, climate change, and biodiversity loss.

  • Understand the drivers and benefits of social investing for your portfolio and society
  • Identify and apply the different approaches and criteria of social investing, such as ESG, PRI, and impact investing
  • Evaluate the performance and impact of your social investments using appropriate tools and frameworks
  • Communicate and report your social investments using global standards and best practices
  • Recognize the role of social investing in supporting sustainable development and the UN Sustainable Development Goals

This course is designed for business executives who want to learn how to align their portfolio with their values and impact. It is suitable for executives from any industry, function, or region who are interested in or responsible for social investing in their organization or personally.

Day One:

The Responsible and Ethical Corporate Board

  • What are the roles and responsibilities of the corporate board in relation to social investing and sustainable development?
  • What are the ethical dilemmas and challenges that the corporate board may face in relation to social investing and sustainable development?
  • How can the corporate board ensure that its decisions are aligned with its values and impact?
  • How can the corporate board foster a culture of responsibility and accountability within the organization?
  • Case study

Day Two:

Sustainability – the ‘people dimension’

  • What is sustainability and why does it matter for your portfolio and society?
  • What are the global trends and challenges that affect sustainability?
  • What are the drivers and benefits of sustainability for your portfolio?
  • How can you assess the materiality and impact of sustainability issues for your portfolio?
  • How can you address the “people dimension” in sustainability, including the staff, customers, suppliers, and communities that are involved with or affected by your business practices?
  • Case study

Day Three:

Sustainability and the Community

  • Who are your community stakeholders and what are their expectations and interests regarding your sustainability performance?
  • How can you communicate and engage with your community stakeholders effectively on your sustainability initiatives?
  • How can you create shared value for your community stakeholders through your sustainability initiatives?
  • How can you measure and report your community impact using appropriate tools and frameworks?
  • Case study

Day Four:

Sustainability and our employees

  • Who are your employee stakeholders and what are their expectations and interests regarding your sustainability performance?
  • How can you communicate and engage with your employee stakeholders effectively on your sustainability initiatives?
  • How can you create shared value for your employee stakeholders through your sustainability initiatives?
  • How can you measure and report your employee impact using appropriate tools and frameworks?
  • Case study

Day Five:

Sustainability and customers

  • Who are your customer stakeholders and what are their expectations and interests regarding your sustainability performance?
  • How can you communicate and engage with your customer stakeholders effectively on your sustainability initiatives?
  • How can you create shared value for your customer stakeholders through your sustainability initiatives?
  • How can you measure and report your customer impact using appropriate tools and frameworks?
  • Case study

Day Six:

Green Strategy and Sustainability

  • What is green strategy and why does it matter for your portfolio and society?
  • What are the global trends and challenges that affect green strategy?
  • What are the drivers and benefits of green strategy for your portfolio?
  • How can you assess the materiality and impact of environmental issues for your portfolio?
  • How can you design a green strategy that aligns with your core competencies and competitive advantage?
  • Case study

Day Seven:

Is my supply chain sustainable?

  • What is supply chain sustainability and why does it matter for your portfolio and society?
  • What are the global trends and challenges that affect supply chain sustainability?
  • What are the drivers and benefits of supply chain sustainability for your portfolio?
  • How can you assess the materiality and impact of supply chain issues for your portfolio?
  • How can you ensure that your supply chain is responsible and ethical, and avoids typical supply chain abuses such as human rights violations, environmental degradation, corruption, and fraud?
  • Case study

Day Eight:

Sustainability Reporting Standards

  • What is sustainability reporting and why does it matter for your portfolio and stakeholders?
  • What are the global standards and best practices for sustainability reporting?
  • How can you use frameworks such as the Global Reporting Initiative (GRI), the International Integrated Reporting Council (IIRC), the Sustainability Accounting Standards Board (SASB), the Task Force on Climate-related Financial Disclosures (TCFD), and the United Nations Global Compact (UNGC) to report your sustainability performance?
  • How can you ensure the quality, credibility, transparency, comparability, relevance, accuracy, timeliness, clarity, balance, reliability, assurance, accessibility, responsiveness, inclusiveness, materiality, completeness of your sustainability report?
  • Case study

Day Nine:

Sustainability – External Assurance Assessment

  • What is external assurance and why does it matter for your portfolio and stakeholders?
  • What are the global standards and best practices for external assurance?
  • How can you use frameworks such as the International Standard on Assurance Engagements (ISAE) 3000, the AA1000 Assurance Standard, and the International Federation of Accountants (IFAC) Code of Ethics to assure your sustainability report?
  • How can you select and work with an external assurance provider effectively?
  • Case study

Day Ten:

Socially Responsible Investment

  • What is socially responsible investment and why does it matter for your portfolio and society?
  • What are the different approaches and criteria of socially responsible investment, such as ESG factors, PRI, and impact investing?
  • How can you align your portfolio with your values and impact through socially responsible investment?
  • How can you evaluate the performance and impact of your socially responsible investments using appropriate tools and frameworks?
  • Case study

To enhance learning and practical application of concepts, the training course will use a combination of interactive lectures, case studies, group discussions, practical exercises, and real-world examples. Participants will also get the chance to collaborate on group projects and create action plans adapted to the needs of their respective organizations.

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