- Level Foundation
- المدة 20 ساعات hours
- الطبع بواسطة Interactive Brokers
-
Offered by
عن
In this course, we’ll introduce students with basic knowledge of traditional financial products to data-driven resources they can use to complement their fundamental analysis. We’ll also highlight certain deceptive marketing practices that can paint a rosier picture of addressing ESG-related concerns than may actually be the case. Moreover, many corporations appear to be growing increasingly aware of the values of the millennial generation, who, according to some industry surveys, appear to account for the vast majority of those who cite ESG as a central goal in their investment plans. We’ll dive more deeply into these topics, and through a series of video, webinar, and reading modules, among other objectives, you’ll learn to explain how Big Data and artificial intelligence may be used for actionable accountability, and describe inherent challenges in data analysis, as well as differentiate between different forms of deceptive business practices, including green washing, social washing, and pink washing, You’ll also be able to provide insights about how millennial, and younger, investors’ interests may be driving increased attention on ESG investing.الوحدات
ESG's Origins & Evolution
1
Assignment
- Using Advanced Technology for Further Analysis - Quiz
2
Videos
- Big Data & ESG Accountability – Course Overview
- Big Data & Impact Tools
3
Readings
- Big Data & Impact Tools - Study Notes
- HBS - Corporate Resilience & Response During COVID-19
- IBKR - ESG Scores from Refinitiv
Four Characteristics of Quality Data Sets
1
Videos
- Four Characteristics of Quality Data Sets
1
Readings
- Sentifi - Handout Presentation
Distilling Alternative Data with Machine Learning Models
1
Videos
- Distilling Alternative Data with Machine Learning Models
Assessing Dynamic Exposure
1
Assignment
- Exploring Investment Sentiment Signals: Industry Insights from Sentifi (Parts 1-3) - Quiz
1
Videos
- Assessing Dynamic Exposure
Closing the Timeliness Gap
1
Videos
- Closing the Timeliness Gap
ESG Events & Asset Valuations
1
Peer Review
- Nestlé - Screening Stocks Based on Human Rights Concerns - Practical Assessment
1
Videos
- ESG Events & Asset Valuations
4
Readings
- CNBC - Nestle and Cargill win child slavery case at Supreme Court (June 2021)
- Nestlé - Creating Shared Value Report (2020)
- Nestlé - How is Nestlé tackling child labor risk
- Stanford Social Innovation (July 2021)
Portfolio Rebalancing
1
Assignment
- Exploring Investment Sentiment Signals: Industry Insights from Sentifi (Parts 4-6) - Quiz
1
Videos
- Portfolio Rebalancing
Q&A: On Investment Sentiment Signals & Source Credibility
1
Videos
- Q&A: On Investment Sentiment Signals & Source Credibility
Q&A: Addressing the Actionability of Alternative Data & Technology Concerns
1
Assignment
- Exploring Investment Sentiment Signals: Industry Insights from Sentifi (Parts 7-8) - Quiz
1
Videos
- Q&A: Addressing the Actionability of Alternative Data & Technology Concerns
Toward a Standard Definition of ESG
1
Peer Review
- Defining ESG Investing - Practical Assessment
1
Videos
- Toward a Standard Definition of ESG
Using Data Science for ESG Investing Decisions
1
Videos
- Using Data Science for ESG Investing Decisions
Collecting and Analyzing ESG Data with Advanced Technology
1
Assignment
- Big Data & Accountability: Industry Insights - Panel Discussion (Parts 1-3) - Quiz
1
Videos
- Collecting and Analyzing ESG Data with Advanced Technology
Considerations About Materiality
1
Videos
- Considerations About Materiality
1
Readings
- HBS - What Does an ESG Score Really Say About a Company (July 2021)
Investor Sentiment Swing
1
Videos
- Investor Sentiment Swing
Connecting ESG with Impact
1
Assignment
- Big Data & Accountability: Industry Insights - Panel Discussion (Parts 4-6) - Quiz
1
Videos
- Connecting ESG with Impact
Thoughts on the Future of ESG Investing
1
Videos
- Thoughts on the Future of ESG Investing
Q&A: On Use Cases for ESG Data & AI Factor Interpretation
1
Assignment
- Big Data & Accountability: Industry Insights - Panel Discussion (Parts 7-8) - Quiz
1
Peer Review
- ESG Disclosures: Challenges & Solutions - Practical Assessment
1
Videos
- Q&A: On Use Cases for ESG Data & AI Factor Interpretation
1
Readings
- SEC - Coates - On ESG Disclosures
ESG Accountability
1
Assignment
- ESG Accountability - Quiz
1
Videos
- ESG Accountability
1
Readings
- ESG Accountability - Study Notes
ESG Investing: Financial Decisions in Flux – Key Takeaways
1
Videos
- ESG Investing: Financial Decisions in Flux – Key Takeaways
Reading Reinforcements
1
Assignment
- S&P Global - How can AI help ESG investing - Quiz
1
Videos
- Reading Reinforcements
1
Readings
- S&P Global - How can AI help ESG investing (Feb 2020)
Further Insights Into ESG Accountability
7
Readings
- Corpwatch - A Brief History of Greenwashing (Mar 2001)
- Law Article - Chevron & Greenwashing
- Caltech - Getting the Lead Out (Sept 2015)
- Atlantic - How Tobacco Companies Contest the Scientific Consensus (May 2016)
- AGCM - Eni Fine (Jan 2020)
- Vox - Are plastic Solo cups and Tide containers recyclable - or greenwashed (Aug 2021)
- USA Today - ESG, Sustainable Investing - Not As Green As Touted (Jan 2021)
Further Research / Outlooks
4
Readings
- EY - How to realize the full potential of ESG-plus
- FT - ESG outperformance looks set to end, study suggests (July 2021)
- FT - ESG outperformance narrative is flawed, new research shows (May 2021)
- WSJ - Fired Exec Says DB DWS Overstated Sustainable-Investing (Aug 2021)
Auto Summary
Discover the "ESG Data & Accountability" course, ideal for those with a foundation in traditional financial products, focusing on the integration of data-driven resources for ESG analysis. Taught by industry experts from Coursera, this comprehensive program spans 1200 minutes, featuring videos, webinars, and reading modules. Dive into the role of Big Data and AI in ESG accountability, uncover deceptive marketing practices, and understand the influence of millennial investors. Perfect for business and management professionals, the course offers a starter subscription and foundational knowledge to enhance your ESG investment strategies.

Steven Levine