Fundamentals of Engagement & Stewardship

Course Overview

ESG engagement has moved up the investment agenda in recent years. Understanding how ESG engagement works in practice and comparing the different engagement approaches and styles is very important. Also, understanding the principles of stewardship codes is fundamental to effective ESG dialogue and engagement.

This training course looks at approaches towards engagement and how engagement may create value for corporations and investors, both by enhancing returns and by controlling risk. We assess the advantages and disadvantages of individual and collective engagement, the enablers and barriers to
successful engagement, and the ways in which a company can assess its engagement success.

Learning Objectives

• Understand the meaning of engagement and stewardship.
• Set out and formulate an ESG engagement agenda.
• Compare and contrast the different engagement styles.
• Assess the stewardship codes in operation.
• Appreciate the benefits of collaborative engagement.
• Understand and apply the practices of effective engagement.