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ESG Training

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Our online voice-over PPT

Special Features: The success of online education and training platform depends on several factors:

  1. Technology-driven platform with friendly design and efficient delivery of educational services

  2. Frequent update of training materials to meet the changing need of the customers

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Target Audience: The target market segmentation can be divided into two groups:

  1. Professionals who need on the job training for ESG integration and reporting (click here for definition)

  2. Undergraduate and postgraduate students who need knowledge for ESG integration and reporting

Curriculum: The current design of the education and training programs consist of six modules as listed below. We adopt a flexible approach in building on these six modules so that different professional bodies, universities can choose additional subjects to build a tailor-made program for product differentiation.

Training Modules on ESG Integration & Reporting

Each module contains three short sessions with a total video length of about 20-25 minutes. These modules cover basic ESG integration concepts, green finance, ESG reporting, and advanced knowledge of ESG investing and reporting.

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Detailed Info on “Defining ESG Integration”

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The ESG training materials focus on the concept of ESG integration. I need to define my definition of ESG integration to avoid misunderstanding from your firm and audience. The industry professionals have different versions of meaning when they talk about ESG integration. For instance, the model by Fidelity (as shown in figure below) places ESG integration as one category of active ownership and the spectrum includes 5 different categories starting from “ESG aware” as the lowest level to “thematic” as the highest level of ESG involvement. However, the model by CFA/PRI defines the concept of ESG integration as an investment framework which does not specify the magnitude of involvement (see figure below). I tend to follow the CFA/PRI approach and define ESG integration as the inclusion of all 5 categories of active ownership depicted in the Fidelity model. It does not matter what is the level of ESG involvement. As long as the investment approach takes into consideration of ESG in an active manner using a positive scoring approach through an inclusion model (therefore, exclusion approach such as SRI should not be counted), then I will define such an approach as ESG integration.


ESG Integration Spectrum (Copyright by Louis Cheng)

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