ESG Integration: Beyond the Checkbox - A Valuation Framework

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    3-4 hours
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Course overview
Stop treating ESG as a compliance exercise. This comprehensive series shows investment professionals how to integrate environmental, social, and governance factors directly into their fundamental analysis. We break down complex sustainability considerations into concrete valuation inputs that enhance traditional financial models.

Whether you're evaluating a renewable energy startup or a legacy industrial company, you'll learn systematic approaches to capture ESG risks and opportunities in your valuations. We demonstrate practical techniques for identifying material sustainability factors, quantifying their impact on cash flows, and adjusting valuation multiples based on ESG performance.

Through real-world case studies and step-by-step modeling exercises, you'll discover how to incorporate climate transition risks, regulatory changes, social license to operate, and governance quality into your analysis framework. We'll also tackle the challenges of ESG data quality and show you how to reflect uncertainty in your valuation confidence intervals.
This series is designed for investment analysts, associates, and portfolio managers who want to build more resilient valuation models that reflect the full spectrum of risks and opportunities in today's business landscape. Join us to transform how you think about company value in an ESG-conscious world.

Available as part of our Premium Plus subscription tier.

What's included?

  • 20+ videos
  • How can ESG factors be captured in an fundamental investment thesis
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This series is ideal for investment analysts and portfolio managers who understand fundamental valuation but want to effectively integrate ESG factors into their financial models. Whether you're new to ESG or looking to enhance your existing approach, these videos provide practical tools to incorporate sustainability considerations into your valuation work.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
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