ESG and Sustainable Investing 101
4.3 (39 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
109 students enrolled

ESG and Sustainable Investing 101

Discover sustainable investing | 1 hour visual and engaging course | Quizzes and assignments
4.3 (39 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
109 students enrolled
Last updated 7/2020
English
English
Current price: $30.99 Original price: $44.99 Discount: 31% off
5 hours left at this price!
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This course includes
  • 1 hour on-demand video
  • 22 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Assignments
  • Certificate of Completion
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What you'll learn
  • ESG and Sustainable Investing
  • Responsible Investing
  • ESG Investing Strategies
  • ESG Financial Performance
  • Environmental, Social and Governance Factors
  • SASB Framework
  • Climate Change
  • Investment Risk Analysis
Requirements
  • Understanding of English language and basic understanding of business concepts
Description

This is an introductory course on Sustainable Investing and Environmental, Social and Governance Factors.

Being educated on environmental, social and governance factors is becoming a key in successful integrated business and investment management.

Whether you are a ✔️ Financial advisor, ✔️ Finance professional, ✔️ Student, ✔️ Investor, ✔️ Passionate about sustainability; this course will allow you to catch up and build foundational knowledge on Socially Responsible and Sustainable Investing.

Financial industry is evolving at a rapid speed; demand for Sustainable and Socially Responsible Investments is raising on both individual and institutional investor's side.  Integration of material environmental, social and governance (ESG) factors into financial analysis has proven to enrich fundamental analysis and result in better risk adjusted returns.

This course will allow you to understand the difference between ESG or Sustainable Investing and Ethical or Socially Responsible Investing. You will learn about the foundation and current state of the market as well as basic terms and concepts used in the field. We will cover some more specific environmental, social and governance factors and risks (climate change, water scarcity, biodiversity loss, employee diversity, human rights, data privacy, board independence and cyber security). Bridging ESG factors and financial performance will bring clarity on interrelationship between these extra-financial issues and risk/return outcomes.

Course will give you an overview of the seven main ESG Investing strategies: negative screening, positive screening, best in-class , norms based screening, ESG integration, impact investing and shareholder engagement. It will provide examples of how ESG factors can be integrated into the financial valuation models.

Multiple quizzes and an assignment will keep you actively engaged in the course.

To apply your knowledge you will conduct a case study analysis on Putnam Sustainable Leaders Fund.

We will wrap up with key takeaways from the course.

All students are welcome to join our community forum where we continue to share knowledge with you by posting articles, research papers and announcing pertinent webinars.


COURSE OUTLINE:

  • ESG, Sustainable Investing and Socially Responsible Investing

  • Terms and Concepts (SASB, TCFD, PRI)

  • Environmental Factors

  • Social Factors

  • Governance Factors

  • Bridging ESG and Financial Performance

  • ESG Investment Strategies

  • ESG in Financial Analysis

  • Performance of ESG Strategies

  • Case Study Assignment - Putnam Sustainable Leaders Fund

  • Key Takeaways


REFERENCES:

  1. Sustainable investment: A new landscape, Monika Dutt, OECD Observer

  2. Understanding sustainable investment and ESG term, Schroder Investment Management North America Inc.

  3. HSBC Sustainable Financing and ESG Investing report, HSBC Bank, 2018

  4. ESG Funds Might Soon Have to Prove to SEC They’re Actually ESG, By Benjamin Bain, March 2, 2020,

  5. The Global Risks Report 2020, World Economic Forum, 15th edition

  6. Global Climate Change, NASA

  7. Investing in a Time of Climate Change — The Sequel, Mercer, 2019

  8. BBC, Science & Environment, Climate change: Should you fly, drive or take the train?

  9. Coffee’s Invisible Carbon Footprint

  10. United States Environmental Protection Agency, Greenhouse Gas Equivalencies Calculator

  11. A practical guide to ESG integration for equity Investing

  12. Climate Transition Risk for General Insurers, the Actuaries Institute Climate Change Working Group, Michelle Dong, Sharanjit Paddam, Stephanie Wong, Nov 2018

  13. ESG INTEGRATION: HOW ARE SOCIAL ISSUES INFLUENCING INVESTMENT DECISIONS?, UN PRI, Justin Sloggett, CFA, Bettina Reinboth

  14. Most big companies failing U.N. human rights test, ranking shows, Umberto Bacchi, NOVEMBER 11, 2018

  15. Green Finance Is Now $31 Trillion and Growing, By Reed Landberg, Annie Massa and Demetrios Pogkas, June 7, 2019

  16. 2018 Global Sustainable Investment review, Global Sustainable Investment Alliance

  17. RIA Canada website

  18. Morgan Stanley, Sustainable Reality Analyzing Risk and Returns of Sustainable Funds

  19. Better Munis Worse, Evaluating ESG Effects on Risk and Return, by Patrick Wang, Morningstar Quantitative Research, Feb 20, 2020,

  20. From the stockholder to the stakeholder, How sustainability can drive financial performance, G. Clark, a. Feiner, M.Viehs, University of Oxford, Arabesque Partners, March 2015

  21. Gunnar Friede, Timo Busch & Alexander Bassen (2015) ESG and financial performance: aggregated evidence from more than 2000 empirical studies, Journal of Sustainable Finance & Investment, 5:4, 210-233, DOI: 10.1080/20430795.2015.1118917

  22. GIIN website

  23. RBC, Does Socially Responsible Investing Hurt Investment Returns


CREDITS:

Content review: Marie-Josée Privyk, CFA, RIPC, SASB FSA Credential holder, ESG Advisor

Music:  "Keys of Moon - The Epic Hero" is under a Creative Commons license (CC BY-SA 3.0)  Music promoted by BreakingCopyright

Who this course is for:
  • Financial Advisors
  • Portfolio Managers
  • Investors
  • Business Students
  • Curious about Sustainability
Course content
Expand all 16 lectures 01:03:37
+ Fundamentals of Sustainable Investing
2 lectures 10:16

Testing on information covered in this section

Quiz - Lecture 4
2 questions
Terminology and Concepts
04:07
Quiz - Lecture 5
2 questions
+ Deep Dive: E, S, G Factors
4 lectures 22:52
Environmental Factors
10:22
Quiz - Lecture 6
3 questions
Social Factors
05:38
Quiz - Lecture 7
1 question
Governance Factors
03:36
Quiz - Lecture 8
2 questions
+ Investment Strategies
3 lectures 21:01
ESG Investment Strategies
09:57
Quiz - Lecture 10
2 questions

This section is more advanced and dives deeper into integration of material environmental, social and governance factors in equity valuation. This section is recommended for individuals with prior understanding of fundamental valuation models such as discount cash flow analysis.

ESG in Financial Analysis
07:24
Performance
03:40
Quiz - Lecture 12
1 question
+ Case Study
2 lectures 04:50
Case Study: Assignment
01:08
QUIZ
3 questions
Case Study: Analysis
03:42
+ Key Takeaways
2 lectures 02:09

We have compiled a list of courses and designation available for you if you would like to pursue a career in Sustainable Finance and earn a designation. In no particular order.

Key Takeaways
01:47
Resources and Forum
00:22
Congratulations on having completed this introductory course on ESG and Sustainable Investing. We truly hope that this course allowed you to see finance in a different light. This assignment is intended to guide your reflection on how these concepts could be applied in your realities.
Final assignenment
2 questions