Understanding and comparing ESG rating methodologies

Virtual Classroom via Zoom - 12 May 2022
Delivery schedule - from 2:00pm to 5:30pm CET

Understanding and comparing ESG rating methodologies from industry leaders

Course overview
ESG Ratings are designed to help investors understand ESG risks and opportunities and integrate ESG factors into their portfolio construction and management processes.
Long-term risk and return profile of institutional portfolios can be impacted by a number of ESG factors, from natural resource scarcity to changing governance standards, from global workforce management to the evolving regulatory landscape.
In this context, promoting globally consistent standards for assessing ESG risks and opportunities is the current challenge of regulators and ESG rating agencies, but one of the key ways to truly impact on portfolios alignment to net-zero.

Key take aways:
By reviewing their current ESG rating methodologies, leaders in the ESG rating industry will provide a thorough understanding of what “materiality” would look like in the assessment of ESG risks and opportunities, thus helping investors:
• understand financially material ESG risks in their portfolio companies and how those risks might affect performance,
• identify those companies that are leading or lagging in their industry,
• improve their risk management and engagement processes,
• refine their portfolio and index-based products construction.

The highlighted assessment methodologies will also help corporates identify:
• financially material ESG risks and opportunities
• valid sources of information to help internal advocates promote change, as well as highlighting areas of weakness and strength
• focus on the most relevant changes to their ESG strategy and disclosures approach.

Target Audience:
The course is designed to the benefit of a diversified audience:
• Asset and portfolio managers
• Responsible investors
• Fund managers
• Asset owners
In asset management firms, as well as:
• IR and ESG managers
• Risk managers
• Board members
of listed companies.

Our Experts:
Stefan Schnell
Member
EFRAG Sustainability Reporting Board

Emilie Beral
Head of Methodology
MOODYS

Claudia Volk 
Senior Vice President of Methodology and Portfolio Research
Sustainalytics

Manjit Jus 
Head of ESG Research
S&P Global

Chairwoman:
Sara Lovisolo
Head of Group ESG
Euronext Group