Environment and Social Governance
Understand the latest industry and/or client standards regarding Environment and Social Governance (ESG) and undertake ESG research activities and document findings
Type
Domain
Competency Area
Investment and Financial Management
Levels
Articulate its relevance and impact of Environment and Social Governance (ESG) practices
Conduct research on latest industry ESG, conventions practices and standards
Identify opportunities from ESG research
Apply ESG rating methodologies
Integrate ESG research into investment research across asset classes and alternative investments
Engage investors to understand their ESG needs
Communicate ESG investment approaches with clients
Integrate ESG needs into investment decisions
Analyse research on industry ESG conventions, practices and standards for application purposes
Determine relevance and feasibility of ESG application to investor and organisation’s needs
Develop investment and research processes which incorporates ESG factors
Assess investors’ decision making process based on their governance processes, needs and motivation
Integrate investors’ requirements with the investment management processes
Evaluate ESG risks and its implication on investment performance
Develop communication plans for ESG strategies to target investors
Synthesise ESG principles with organisation’s investment policies and practices
Draw insights from leading ESG conventions, standards and practices
Establish responsible investment policies and practices for decision making
Evaluate impact of ESG on decision making in investment and research processes
Define organisation’s ESG position and culture
Review communication plans on ESG strategies to target investors
Develop organisational criteria and assessment of ESG risks