Selecting and Working with Managers
Select, assess, and manage external managers using ESG criteria and strengthen oversight of asset managers and financial institutions.
Live, Live, practitioner-led training
Tailored for your organisation
Real-world case studies and frameworks
Duration
4 Hours
Structure
4 Modules
Difficulty
Easy
Delivery
Online
Course information
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Structure
Module 1: Manager selection frameworks
Module 2: Assessing extra-financial performance
Module 3: Benchmarking and comparison
Module 4: Ongoing monitoring and engagement
Module 5: Governance and accountability
Understand the evolving regulatory landscape surrounding responsible defence investment, including key stewardship expectations, ESG considerations, and fiduciary responsibilities.
Explore practical frameworks for evaluating defence-related investments, managing stakeholder expectations, and integrating responsible investment principles into decision-making.
Learn from real-world case studies and expert perspectives to strengthen governance, improve investment oversight, and navigate complex ethical and strategic challenges with confidence.
Asset owners, Pension funds, Investment committees, Family offices
Every course is led by an experienced advisor, combining practical expertise with real-world insight to deliver learning you can apply with confidence.
Read moreLearn from Experienced Practitioners
Senior Advisor, Sustainable Finance
Rebecca brings deep finance experience from HSBC and South Pole. She advises clients on sustainable finance, disclosure, and integrating ESG into corporate and investment decision-making.
Independent by Design
Our members remain fully independent while benefiting from the strength of a global alliance built on trust, collaboration, and shared expertise.
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Stronger Together
We connect complementary firms across disciplines, industries, and regions, enabling them to deliver broader capabilities without compromising their independence.
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Expertise Without Borders
Clients gain access to senior specialists with deep local knowledge and international perspective, wherever their challenges take them.
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Built for Long-Term Value
We foster lasting relationships between member firms, creating opportunities for collaboration, knowledge sharing, and sustainable growth over time.
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Frequently asked question
Every course is led by an experienced advisor, combining practical expertise with real-world insight to deliver learning you can apply with confidence.
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