Academy

Un centro di studi sulla sostenibilità e gli investimenti sviluppato dai nostri esperti

Benvenuti alla Federated Hermes Academy, un centro di studi sviluppato dai nostri esperti per i clienti e potenziali clienti che vogliono comprendere l’investimento responsabile e sapere come l’integrazione di fattori ambientali, sociali e di governance e della stewardship possa contribuire a Creare Ricchezza Sostenibile a lungo termine.

Dai principi fondamentali dell’ESG e della stewardship fino agli investimenti di carattere Impact e all’advocacy, vi forniremo le conoscenze necessarie per farvi strada nel panorama degli acronimi e degli approcci utilizzati nel settore degli investimenti e per distinguere la vera integrazione dal cosiddetto greenwashing.

Seminari di sostenibilità

I nostri seminari sulla sostenibilità rilasciano crediti di formazione professionale continua (CPD), hanno una durata di un’ora e sono personalizzabili in base a esigenze specifiche. Per una formazione personalizzata su sostenibilità e investimenti è possibile rivolgersi al proprio contatto Sales. In caso contrario è possibile prenotare il proprio posto effettuando la registrazione per i moduli indicati di seguito.

Accedi alle avvincenti sessioni della nostra prima stagione di successo dell’Academy confermata nel 2021.

Module 1

The purpose of investment: ESG essentials

Since our beginnings, our purpose has always been the same: to deliver Sustainable Wealth Creation – that is, by generating wealth through investments that enriches investors, society and the environment over the long term. As investing sustainably is pushed further into the mainstream against the backdrop of the global coronavirus pandemic and the impending climate crisis, it is more important than ever to understand the purpose of investment and the often-confusing terminology being used across the industry. In this seminar, we will wade through the noise and present our sustainability and investment lexicon, spanning definitions of ESG factors to stewardship. We will also examine the different styles of responsible investing.

  • A clear articulation of the purpose of the investment industry and the role of investing with sustainability and stewardship factors in fulfilling this purpose
  • A clear perspective on ESG and sustainability-related terminology
  • Understand the range and evolution of ESG investing approaches

Module 2

Stewardship: a force for change

Today, EOS at Federated Hermes is one of the largest stewardship resources globally, with more than £938bn in assets under advice. In this seminar, we will explore the purpose of stewardship, its importance as the investment industry’s social licence to operate, and its essential role in lowering risk, delivering sustainable outcomes and strengthening long-term returns. We will also examine evidence that demonstrates how stewardship pays off and present best practice approaches that are being used across different asset classes.

  • Explain the role of stewardship in investment
  • Understand the different approaches to carry out stewardship across asset classes
  • Demonstrate stewardship in practice and the benefits achieved

Module 3

A practical guide to integrating ESG and engagement insight

As a pioneer of ESG investing and engagement, we act on evidence that our investment approach supports long-term outperformance and change. In this seminar, we will highlight how extensive research demonstrates the link between the integration of ESG and stewardship and risk and returns. We will explain the different integration approaches available making a distinction between thematic and mainstream investment. We will also review best practice approaches in both public and private markets, and describe what investors should look for when judging the efficacy and credibility of an investment manager’s integration approach.

  • Understand the why of ESG and stewardship integration
  • Understand best practice in the integration of ESG and engagement insights in public and private markets
  • Provide the ability to discern between greenwashing and credible ESG and stewardship integration

Module 4

Delivering positive outcomes: impact investing

By integrating ESG analysis and stewardship into the way we invest, and launching the world’s first equity and bond strategies driven by engagement on the Sustainable Development Goals (SDGs)1, we have always been at the vanguard of responsible investment. In doing so, we have delivered sustainable outcomes for investors since day one. In this seminar, we will examine the fundamentals of impact investing, how impact can be measured, and how companies and investors can contribute to the SDGs. We will also demonstrate how investment and stewardship can lead to the delivery of tangible social outcomes alongside outstanding investment performance.

  • Describe impact investing, the SDGs and their importance to investors
  • Review the range of approaches currently available to measure impact and SDG performance
  • Understand how impact investing and stewardship can deliver sustainable outcomes in practice

Module 5

Advocating for a better future for investors and society

In this seminar, we will examine how asset managers can constructively engage with regulators and policymakers globally to ensure the whole economic system – and the investment industry in particular – works in the interests of investors and society as a whole. As background, we will provide a brief history of advocacy in the investment industry as well as the key changes that have occurred as a result of advocacy efforts. We will address governance, environmental, social and other market failures that may prevent the financial system from operating in the best interests of its ultimate asset owners. We will also explain how pension funds and other institutional investors can play a role in addressing the major ESG issues including climate change and inequality in different countries and sectors. Our Responsibility Office, which develops and leads the implementation of our advocacy positions, will provide a range of examples of its work.

  • A history of advocacy in the investment industry
  • An overview of today’s pressing public policy issues
  • Understand how the investment industry can help advocate for change in the industry

¹ “A pioneer of responsible investing,” published by Federated Hermes in February 2020.

Module 2

El imperativo de las cero emisiones

Mitch Reznick, responsable de Renta Fija Sostenible, Crédito, y Louise Dudley, gestora de cartera, Renta Variable Global

Si bien el 90% de la economía mundial se ha propuesto reducir a cero la huella neta de carbono en los próximos 30 a 50 años, las ambiciones siguen sin alcanzar los objetivos establecidos en el Acuerdo de París sobre el cambio climático. Las estimaciones de la Agencia Internacional de la Energía indican que, incluso después de la conferencia sobre el cambio climático COP26 de 2021, el nuevo compromiso de los Gobiernos situaría al mundo en una trayectoria de calentamiento posindustrial de 1,8 °C.

Aunque el camino exacto hacia las cero emisiones netas sigue sin estar claro, los inversores sí tienen claro que solo un esfuerzo masivo combinado de todas las partes interesadas puede lograr una trayectoria de 1,5 °C.

Resultados del aprendizaje:

  • Comprender el contexto de la crisis climática.
  • Explorar las medidas que se deben adoptar para evitar la catástrofe del calentamiento global.
  • Conocer el papel de la gestión activa para mitigar las emisiones de CO2.

Module 3

Todos juntos: la importancia de la inclusión social

Martin Todd, gestor de cartera, Renta Variable Europea y EOS

La inclusión social es la base de la prosperidad colectiva. Sin ella, la desigualdad se aviva y la pobreza se afianza.

En un mundo sometido a una transformación social masiva, un desarrollo urbano en auge, el cambio climático, cambios tecnológicos drásticos y una demografía transformadora, la inclusión es un aspecto fundamental de nuestra actividad como inversores responsables.

Resultados del aprendizaje:

  • Comprender cómo la exclusión social socava la prosperidad.
  • Explorar cómo la inclusión social tiene el potencial de transformar el PIB mundial.
  • Conocer las medidas que pueden adoptar los inversores para lograr los cambios deseados.

Module 4

Un diseño para toda la vida: construir mejor con inmuebles sostenibles

Kirsty Wilman, Finanzas Inmobiliarias

Según el Foro Económico Mundial, el sector inmobiliario consume anualmente más del 40% de la energía mundial, los edificios producen el 20% de las emisiones mundiales de gases de efecto invernadero y el sector de la construcción consume aproximadamente el 40% de las materias primas del mundo al año¹.

En este contexto, no es de extrañar que el sector inmobiliario sostenible se considere un factor fundamental para lograr el objetivo mundial de cero emisiones netas de carbono.

Resultados del aprendizaje:

  • Comprender el reto de las emisiones de carbono al que se enfrenta el sector inmobiliario.
  • Explorar las vías para corregir la huella de carbono del sector.
  • Conocer cómo pueden los inversores del sector inmobiliario implicarse con las partes interesadas y abogar por enfoques más sostenibles.

¹ Foro Económico Mundial: Environmental Sustainability Principles for the Real Estate Industry (Principios de sostenibilidad medioambiental para el sector inmobiliario).

 

Sustained Thinking: il nostro centro per la conoscenza degli ESG

Il nostro centro per la conoscenza riunisce le ultime informazioni dei nostri esperti e le opinioni dei leader di pensiero sugli investimenti sostenibili.

Investimenti ESG: come il Covid-19 ha alimentato la consapevolezza sociale
Prezzi ESG nel mercato del credito
Tutti possiamo andare d'accordo
(part I): Perché gli obbligazionisti e gli azionisti a lungo termine possono coinvolgere insieme le aziende
Tutti possiamo andare d'accordo
(part II): Come gli obbligazionisti possono coinvolgere le aziende a beneficio di tutti gli stakeholder
Analisi degli ABS da una prospettiva ESG
La domanda è "perché"
Stewardship: la visione 2020
Engagement degli azionisti e i suoi effetti sulle società target
Relazione sulla responsabilità 2020
Il prestito diretto rivela la natura privata dei fattori ESG
Determinazione dei prezzi ESG nel credito sovrano: un mercato emergente
Determinazione dei prezzi ESG nel credito sovrano
Circular

The Circular

Come rimanere nel ciclo della sostenibilità

Dalla leadership di pensiero alle pubblicazioni, riportiamo i nostri ultimi approfondimenti sulla sostenibilità nella nostra newsletter trimestrale The Circular.

Le nostre definizioni

Cosa intendiamo per leader ESG, investimenti attivi e investimenti SDG? Forniamo definizioni a cui teniamo fede.

Vuoi saperne di più sulla nostra offerta di Creazione di Ricchezza Sostenibile?