Course curriculum

  • 1

    COURSE OVERVIEW

  • 2

    INTRODUCTION

  • 3

    SECTION 1

    • Engagement Overview

    • Engagement Goal & Active Ownership Policy

    • Engagement Objective

    • Engagement Metrics

    • Screening for Engagement Targets

    • Interview with Anja Seiler [Ethos Foundation]

    • Quiz - Section 1

  • 4

    SECTION 2

    • Engagement Plan

    • Defining Engagement Scope

    • Milestones, and Timelines

    • Setting Engagements KPIs

    • Engagement Approach

    • Interview with Simon Rawson [ShareAction]

    • Communication Method

    • TCI Fund Management

    • Internal Communication & Co-ordination

    • Interview with Frederic Bach [ESG Integration Expert]

    • Establishing an Escalation Strategy

    • Shareholder Proposals

    • Shareholder Proposals by Country [as of March 2021]

    • Interview with Jennifer Story [SHARE]

    • Quiz - Section 2

  • 5

    SECTION 3

    • Engagement Reporting

    • Quiz - Section 3

  • 6

    SECTION 4

    • Case: Neuberger Berman Engagement Approach

    • Case: Massy Energy Collective Engagement

    • Quiz - Section 4

    • SASB ESG Integration Case Studies

  • 7

    SECTION 5

    • Concluding Remarks

    • Final Exam