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Description

Socially Responsible Investment: Distinguishing, Analysing and Reporting

Tell responsible investment approaches apart and understand what each one actually commits you to

  • 2 days — 14 h
  • In-person or virtual
  • Intermediate
  • Up to 6 participants

Socially responsible investment is requested by clients and advertised by asset managers, yet the same wording covers very different practices. A sector exclusion, a best-in-class selection and an impact strategy involve neither the same analytical work nor the same outcomes.

This short format sets out the key reference points. Participants distinguish the main responsible investment approaches, understand how non-financial data is produced and used in security selection, then examine how a fund reports on its approach and the risks attached to overstated communication.

Learning objectives

  • Distinguish the main socially responsible investment approaches
  • Explain how non-financial data is produced and rated
  • Analyse the integration of environmental, social and governance criteria into an investment process
  • Read a fund's documentation to identify its actual approach
  • Identify gaps between stated commitments and the investment management actually carried out
  • Position the transparency obligations applying to asset management companies

What makes this programme different

Approaches are compared across a single investment universe
Documentation from existing funds is reviewed to extract the actual approach
Gaps between sales messaging and the investment process are made visible

Programme

1Responsible investment approaches

Naming precisely what you actually do

  • Norms-based exclusions and sector exclusions
  • Best-in-class selection and thematic approaches
  • Impact investing and outcome measurement
  • Shareholder engagement and the exercise of voting rights

2Non-financial data and analysis

Knowing where the ratings come from

  • Data sources and the role of ESG rating agencies
  • How ratings are built and the limits of comparability
  • Controversy analysis and ongoing issuer monitoring
  • Integrating criteria into portfolio construction
  • The case of bond issuers and sovereign securities

3Fund documentation and transparency

Reporting without overpromising

  • Regulatory documentation and information provided to unitholders
  • Labels and market reference frameworks
  • Reporting on the approach and published indicators
  • Risk of overstated communication and supervisory expectations
  • The role of compliance in approving marketing materials

Who is it for

Portfolio managers and analysts, as well as sales staff, investment advisers and compliance functions in asset management companies or banks.

Prerequisites

Familiarity with financial instruments and with how collective investment schemes operate.

Dates & locations

36 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.