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
Discovering Creative Accounting Discovering Creative Accounting

3 days, 16 - 18 Aug, 2017 

2017-08-16 12:08:00
Lagos State, Nigeria

TSI Limited

Creative Accounting is part of fraudulent schemes aimed at deceiving stakeholders,i.e. Lenders, Suppliers, Customers, Tax Authorities, Workers Union, Host Communities, Governments etc. This course is ...

Business Etiquette Course Business Etiquette Course

3 days, 10 - 12 Jul, 2017 

2017-07-10 12:07:00
Lagos State, Nigeria

TSI Limited

Business Etiquette is so much more complex than knowing table manners like which fork to use at a business lunch. This training course examines the basics, most importantly to be considerate of ...

Introduction to Corporate Social Responsibility Introduction to Corporate Social Responsibility

3 days, 24 - 26 May, 2017 

2017-05-24 12:05:00
State, Nigeria

TSI Limited

The goal of this training course is to create awareness and advance knowledge about issues in business ethics and supply chain social responsibility. Through readings, discussions, mini-cases and ...

Effective Corporate Social Responsibility Effective Corporate Social Responsibility

3 days, 29 - 31 May, 2017 

2017-05-29 12:05:00
State, Nigeria

TSI Limited

Designed to meet the needs of professionals who seek high-level competencies to manage the challenge of operating corporate social responsibly in a competitive business environment. This ...