f

Nigerian Seminars and Trainings

Search conferences, training, seminars, courses and workshops in Nigeria and around the world

business logo

Understanding Socially Responsible Investment

By: TSI Limited

Lagos State, Nigeria

19 - 21 Aug, 2015  3 days

Follow Event

  

This training course aims to introduce the principles and mechanisms governing the implementation of SRI within an asset management process. Analyses of ISR funds currently available on the market and SRI methodologies will be introduced in this hands-on training.

Course Objectives

Participants would be able to structure investment products that meet various tastes of the larger society, thereby harnessing most segments of the target investors.

Course Outline

  • Understanding the bases of the Socially Responsible Investment
    • Distinction between SRI, solidarity funds and ethical funds
    • Relation between SRI and social corporate responsibility
    • United Nations Global Compact agreement : making, methodology, evolutions
    • Principles for responsible investment(PRI) : methodology, current members, PRI certification procedures
    • History of the ISR : earliest funds, evolutions
  • The market of the SRI - key players and key figures
    • Presentation of the private and corporate investors expectations based on exclusive surveys
    • Role of the extra-financial rating agencies : major benchmarks
    • Key figures : number of funds, assets under management, market trends
  • SRI management processes specifics
    • Distinction between SRI and management style (growth, value, large cap/small cap)
    • Introduction to the extra-financial performance benchmarks : ESG criteria (Environment, Social, Governance), other approaches
    • Integration of financial and extra-financial approaches : criteria weighting methods and scoring methods
    • Selection of a benchmark and evaluation of a fund's performance
  • Construction of a stock-based SRI fund
    • Defining the range of available investment options
    • Selection of an extra-financial performance benchmark
    • Implementation of an extra-financial scoring and filtering method
    • Implementation of financial analysis criteria
    • Performance evaluation and attribution
Sizzler House, 33 International Airport Road, Ajao Estate, Lagos, Nigeria Aug 19 - 21 Aug, 2015
NGN250,000.00
(Convert Currency)

+1-646-202-8832, +2348033467639, +2348023019508,

Related Courses
Anti-Money Laundering and Anti-Terrorism Programs Anti-Money Laundering and Anti-Terrorism Programs

3 days, 11 - 13 Oct, 2017 

2017-10-11 12:10:00
Lagos State, Nigeria

TSI Limited

This training course introduces the anti-money laundering and anti-terrorism programs. Case studies and simulation exercises will illustrate the discussed points. Learning Objectives: At the end of ...

Financial Modeling Financial Modeling

5 days, 13 - 17 Nov, 2017 

2017-11-13 12:11:00
Lagos State, Nigeria

TSI Limited

This course seeks to give participants a foundation in building financial model and conducting analysis in excel in the areas of feasibility study and business planning, valuing a company for ...

Bond Portfolio Management Bond Portfolio Management

3 days, 19 - 21 Oct, 2017 

2017-10-19 12:10:00
Lagos State, Nigeria

TSI Limited

Hands-on training covering all the aspects of the management of a fixed rate bond portfolio (active strategies and immunization strategy) Prior basic knowledge of interest rate products is ...

Certification in Supply Chain and Operations Management (CISCOM) Certification in Supply Chain and Operations Management (CISCOM)

5 days, 04 - 08 Sep, 2017 

2017-09-04 12:09:00
Lagos State, Nigeria

TSI Limited

CISCOM is the FIRST certification to combine the supply chain management and operations management bodies of knowledge into a single integrated training program. Relevant, Current, Effective- The ...