Academy

An educational hub about sustainability and investment developed by our experts

Welcome to the Federated Hermes Academy – an educational hub developed by our experts for our clients and prospects seeking to understand responsible investing and how the integration of environmental, social and governance (ESG) and stewardship can help create long-term wealth sustainably.

From the basics of ESG and stewardship to impact investing and advocacy, we will equip you with the knowledge needed to navigate the landscape of acronyms and approaches used across the investment industry and discern genuine integration from greenwashing.

Sustainability seminars

Our sustainability seminars are CPD accredited and one-hour long. Please note our seminars can be tailored to your specific requirements. If you’d like bespoke sustainability and investment training, please contact your sales representative. Otherwise, please secure your place by registering for the modules below.

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.

Learning outcomes:

  • 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

19/05/2021

10am BST / 11am CEST / 5pm SGT

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.

Learning outcomes:

  • 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

30/06/2021

10am BST / 11am CEST / 5pm SGT

*Captions available in simplified Chinese

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.

Learning outcomes:

  • 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

22/09/2021
10am BST / 11am CEST / 5pm SGT

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.

Learning outcomes:

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

27/10/2021
10am BST / 11am CEST / 5pm SGT

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.

Learning outcomes:

  • 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

24/11/2021
10am GMT / 11am CET / 6pm SGT

Sustained thinking: our ESG knowledge hub

Our knowledge hub brings together the latest insights from our experts and thought leaders.

ESG investing - how Covid-19 accelerated the social awakening
Pricing ESG in credit markets
We can all get along
(part I): Why bondholders and long-term shareholders can jointly engage companies
We can all get along
(part II): How bondholders can engage companies for the benefit of all stakeholders
ABS analysis through an ESG lens
Stewardship: the vision 2020
Shareholder engagement and its effects on target companies
Direct lending uncovering the private nature of ESG