Integrating ESG in Fundamental and Financial Analysis

Sustainability

08
Jul 2021

10:00 am - 12:00 pm

SIDC LAMS

Speakers : Lee Pei Yin (Moderator) | Mary Leung | Emily Woodland | Serena Tan Shiyun

TBC: 5 CPE

MYR 350 *Fee is not inclusive of 8% SST

Integrating ESG in Fundamental and Financial Analysis

ESG has been thrust further into the spotlight during the pandemic as more investors are getting serious about sustainability, preferring to invest in companies which incorporate Environmental, Social and Governance (ESG) into their business.

Fundamental analysts must now focus on parameters related to ESG, in addition to analysis of macroeconomic factors such as the state of the economy and industry conditions and microeconomic factors such as the effectiveness of the company’s management. While it is more common to factor in ESG elements through quantitative analysis, investors and analysts alike find it increasingly necessary to quantify and integrate ESG elements into financial forecasts and company valuation models. This is on top of financial variables from traditional sources of data.

Programme Objective

This programme will focus on the importance and methodology used in integrating quantifiable and material ESG elements into fundamental and financial analysis, the impact of ESG on forecasting as well as its use in valuation and ways in determining its sources of information.

Mode

Live Webinar

Target Audience

Individual 

Investment Analysts, Fund Managers, Capital Markets Services Representative’s License Holders, Professionals undertaking corporate advisory work, Sustainability Officers

Institutions

Investment Banks, Stockbroking Firms, Fund Management Companies, Advisory Firms (Research), Private Equity Firms

Learning Outcomes

Upon completion of the programme, participants will be able to:

  • Describe the importance of incorporating ESG factors in fundamental analysis to investors and analysts
  • Analyse the impact of incorporating ESG factors in financial forecast
  • Explain how integrating ESG factors enhances the research process
  • Analyse how the source of information could be identified by asking the right questions

10.00 am – 12.00 pm Why ESG is Now Important in Fundamental Analysis

  • Covid-19 impact on investors preferences
  • Why ESG factors matter in fundamental analysis?
  • ESG as a source of alpha?
  • How embedding ESG factors increase long-term shareholders value?

The Latest in ESG Regulation

  • A global overview of ESG regulation
  • The impact of ESG regulation on issuers and asset managers
  • ESG regulation in Asia Pacific

What’s the Impact of ESG Factors in Financial Forecasts?

  • Benefits of analysing ESG risks and opportunities
  • ESG integrated research vs metrics driven screening

How ESG Factors Integrated Strengthens the Fundamental Research Process

  • Insights into company’s strategic philosophy, operating structure and growth opportunities
  • Current obstacles related to ESG investing – lack of standards and comparable data

Sources of Information

  • ESG analysis
  • Asking the right questions
  • Reliability of ESG data

About the Speaker

Lee Pei Yin (Moderator)

Partner and Malaysia Financial Accounting Advisory Services (FAAS) Leader, Ernst & Young PLT

Mary Leung

Head, Advocacy, Asia Pacific
CFA Institute

Emily Woodland

Managing Director, BlackRock

Serena Tan Shiyun

Senior Regional Analyst, RHB Asset Management Pte. Ltd.

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*The SIDC reserves the right to amend the programme as deemed appropriate without prior notice

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