spaceship

ONLINE MODULE 2:
In data we trust?

Guide learning hours: TBC

CPD hours: TBC

Module aim: To support financial advisors to research and evaluate ESG data methodologies & approaches 

Outcomes

Learning Outcome(s): The learner will be able to:

Develop a working knowledge ESG fund information and available research and data  (LO1) 

Have a basic understanding of different types of information used by fund managers  (LO2)

Examine the different types of ESG data, ratings, classifications and research that are designed to help intermediaries   (LO3)

Uncover limitations of different types of data and what is likely to change

Unit 1 – Digging deeper into data

# unit & time

Content

Map to learning objective

2.1

List and explain different sources of ESG / sustainable investment fund research and data – introducing their core similarities and differences

LOL 1

2.2

Describe how data is used by different fund managers

LOL 1, LO2

2.3

Different data and research resources available to intermediaries & advisers & how they can enhance the advice process

LOL 3

2.4

How ESG data, ratings and indices differ and how are they constructed

LOL 3, LOL 4

2.5

Discuss limitations of existing data and develop opinions on future trends  (e.g. as company data improves and proxies evolve)

LOL 1, LOL 4

ESG morningstar2