The purpose of this tool is to provide a framework for investment professionals to do a candid self-assessment regarding the attributes and experiences of a sustainability expert that is well-positioned for the future. Individuals can recognize their strengths and develop plans for addressing any gaps.
Instructions: Select the most accurate answer.
ESG EDUCATION
Have you completed a structured ESG course or certification, or do you have more than five years of experience in this area?
Do you know how to access technical expertise in ESG/sustainability (colleagues, websites, articles, databases) if you need it?
Have you done continuing education or training in ESG/sustainability in the last year?
SYSTEM-LEVEL THINKING
In the past 12 months, have you spent at least three hours a week on reading and learning about wider topics than your core discipline to support being a better professional and colleague?
Is your attitude to always consider the ripple effects of your decisions, including the unintended consequences?
Do you have significant knowledge of climate science and climate risk as it relates to investment analysis (e.g., an understanding of the differences between physical and transition risks and their characteristics)?
COLLABORATION SYNERGY
Are you familiar with the work of various industry groups that focus on ESG/sustainability (e.g. PRI, Climate Action 100+, etc.)?
Have you built a cross-functional internal network that informs your ESG/sustainability knowledge?
Have you developed a wide network of industry contacts that you utilize to build your knowledge in areas that are adjacent to your specialism?
ESG DATA
Are you proficient at finding and evaluating all forms of large data sets, including hard data and soft data, and able to determine the materiality and validity of data?
Have you analyzed alternative data sources?
Do you understand how to use and interpret ESG ratings and any proprietary sustainability data?
SUSTAINABILITY INNOVATION
Have you ever helped to customize mandates to target certain extra-financial objectives and/or use custom benchmarks?
Have you been part of a team that has adapted an investment model to consider ESG factors?
Do you feel empowered at your organization to suggest innovative investment approaches, particularly regarding sustainability?
PURPOSEFUL CULTURE
Are you able to debate the benefits of an investment for different stakeholders and across time horizons?
Are you able to articulate how sustainability represents enlightened self-interest and alignment with fiduciary responsibilities?
Are you able to persuade colleagues or clients to consider non-traditional investment approaches or strategies related to sustainability?