ESG Investing
About This Course
This course ESG515 ESG Investing introduces the different ways that environmental, social, and corporate governance issues can be incorporated into investment analysis and decision-making processes for asset managers. We will discuss important local and global trends and initiatives in sustainable investing, as well as the various sustainable asset classes and the ESG market ecosystem. We will explore the sources of ESG data and learn how sustainability issues can affect valuation of companies in an investment portfolio, as well as the portfolio’s risk-return characteristics, leading to the construction of an ESG-integrated portfolio. Finally, we will study how to be active owners and engage with investee companies to create positive impact, and how to report to clients on sustainability performance.
What You'll Learn
2. Appraise the materiality of ESG factors in terms of their impact on the valuation of the investee company.
3. Evaluate how the risk-return dynamic of portfolio optimisation is impacted by ESG investing.
4. Formulate performance attribution approaches that take into account sustainability factors.
5. Recommend companies for inclusion into a sustainable investment portfolio.
6. Propose a suitable portfolio for an investor, integrating sustainability factors.