Fundamentals of Social Issues

Course Overview

Social issues are moving up the agenda of boardrooms and corporate managements are being asked to assess their preparedness to handle these issues.

For investors, an assessment of the systemic relationships between business activities and social issues is required along with an understanding of how to apply material social factors to traditional financial and equity analysis.

The aim of this training course is to understand the social issues that exist and how these social issues impact on businesses, hence on investment decisions, so that we can incorporate the assessments into our financial models.

The programme will assess the key megatrends influencing social change in terms of potential impact on companies. In addition, the course addresses the various benchmarks and standards focusing on corporate human rights and labour standards.

Learning Objectives

• Understand the social megatrends influencing social change and likely impact on investment policies.
• Anticipate emerging social issues that could impact on corporate valuations.
• Assess the materiality impacts of social issues.
• Understand the risks of ignoring social issues in investment decisions.
• Integrate social issues into investment strategies.