- Level Foundation
- المدة 26 ساعات hours
- الطبع بواسطة Interactive Brokers
-
Offered by
عن
The ESG Investing: Setting Standards & Conducting Analysis course provides students with basic knowledge of traditional financial products with some fundamental concepts to help better define what ESG is, including the rationale behind its inception, and how it has developed. Through the series of video, webinar, and reading modules in this course, you’ll learn how to identify and describe the basic principles underpinning the “E”, “S” and “G” in ESG, as well as obtain a brief background of ESG’s origins and evolution. You should also acquire insights into certain global and domestic goals and frameworks that drive and support issuers’ ESG agendas for economic, financial, and ethical purposes, as well as learn how to examine and construct different investment strategies aligned with investment returns, such as negative/exclusionary screening and integration. You should also gain a clearer view of how businesses form their ESG strategies, as well as some of the risks they face, and how they may be mitigated.الوحدات
ESG Investing: Financial Decisions in Flux – Overview
1
Assignment
- Specialization Overview - Quiz
1
Videos
- ESG Investing: Financial Decisions in Flux – Overview
ESG Investing: Setting Standards & Conducting Analysis – Course Overview
1
Assignment
- Course Overview - Quiz
1
Videos
- ESG Investing: Setting Standards & Conducting Analysis – Course Overview
ESG’s Origins & Evolution
2
Assignment
- ESG's Origins - Quiz
- ESG's Origins & Evolution - Final
2
Peer Review
- ESG's Origins & Evolution - Practical Assessment #1
- ESG's Origins & Evolution - Practical Assessment #2
1
Videos
- ESG’s Origins
7
Readings
- ESG's Origins - Study Notes
- UN - Report of the World Commission on Environment and Development: Our Common Future (1987)
- UN - Who Cares Wins (2004)
- UN - Freshfields Report (2005)
- UN - Sustainable Development Goals
- Goby - A Breakdown of SASB Framework and Benefits
- The White House - Executive Order (Jan 20, 2021)
A Brief Background About ESG Investing
1
Assignment
- A Brief Background About ESG - Quiz
1
Peer Review
- A Brief Background About ESG Investing - Practical Assessment
1
Videos
- A Brief Background About ESG Investing
1
Readings
- Gabelli Funds - Environmental, Social, Governance (ESG): The Three Hottest Words in Investing
Select ESG Factors, Ecosystem & Objectives
1
Assignment
- Select ESG Factors, Ecosystem & Objectives - Quiz
1
Videos
- Select ESG Factors, Ecosystem & Objectives
Exploring Sustainability Themes: Water, Waste, Mobility & Energy
1
Assignment
- Exploring Sustainability Themes: Water, Waste, Mobility & Energy - Quiz
1
Videos
- Exploring Sustainability Themes: Water, Waste, Mobility & Energy
Q&A: Addressing Climate Change, and Supply Chains
1
Assignment
- Q&A: Addressing Climate Change, and Supply Chains - Quiz
1
Peer Review
- Supply Chain Concerns - Practical Assessment
1
Videos
- Q&A: Addressing Climate Change, and Supply Chains
2
Readings
- S&P - Dutch raise the bar in chocolate industry's fight against child labor
- Sentifi - ESG Taxonomy (Reference)
Q&A: On Nuclear Power, Integrated Oil, and Due Diligence
1
Assignment
- Q&A: On Nuclear Power, Integrated Oil, and Due Diligence - Quiz
1
Videos
- Q&A: On Nuclear Power, Integrated Oil, and Due Diligence
Q&A: Addressing ESG and Volatility
1
Assignment
- Q&A: Addressing ESG and Volatility - Quiz
1
Videos
- Q&A: Addressing ESG and Volatility
Q&A: On Regulation, Screening, and Fund Management
1
Assignment
- Q&A: On Regulation, Screening, and Fund Management - Quiz
1
Videos
- Q&A: On Regulation, Screening, and Fund Management
Q&A: Addressing Energy-related Environmental Impacts
1
Assignment
- Q&A: Addressing Energy-related Environmental Impacts - Quiz
1
Videos
- Q&A: Addressing Energy-related Environmental Impacts
Q&A: On ESG-influenced Innovation & Corporate Accountability
2
Assignment
- Q&A: On ESG-influenced Innovation & Corporate Accountability - Quiz
- ESG Investing: Industry Insights – Gabelli Funds - Final
1
Peer Review
- ESG-influenced Innovation - Practical Assessment
1
Videos
- Q&A: On ESG-influenced Innovation & Corporate Accountability
2
Readings
- GM Boosts Investment, Grows Electric Portfolio to Lead in EV Race
- Reference - ESG Taxonomy (Sentifi)
Strategies for Analysis
1
Assignment
- Strategies for Analysis - Quiz
2
Peer Review
- ESG Factors - Practical Assessment #1
- ESG Factors - Practical Assessment #2
1
Videos
- Strategies for Analysis
2
Readings
- Strategies for Analysis - Study Notes
- Reference - ESG Taxonomy (Sentifi)
Reading Reinforcements
3
Assignment
- Forbes – Investing Fundamentals: Understanding ESG Investing - Quiz
- Morgan Stanley – Sustainable Signals - Quiz
- NYU Stern & Rockefeller Asset Management: ESG and Financial Performance - Quiz
1
Peer Review
- ESG Investing: Company Analysis - Practical Assessment
1
Videos
- Reading Reinforcements
5
Readings
- Forbes - Investing Fundamentals: Understanding ESG Investing
- Morgan Stanley – Sustainable Signals
- NYU Stern & Rockefeller Asset Management: ESG and Financial Performance
- Edison - Hellenic Petroleum - On the path towards decarbonisation
- Reference - ESG Taxonomy (Sentifi)
Auto Summary
Explore ESG Investing: Setting Standards & Conducting Analysis, a foundational course in Business & Management by Coursera. Led by expert instructors, this 1560-minute course delves into ESG principles, their origins, and investment strategies. Perfect for beginners, it offers insights into global frameworks and risk mitigation. Available through Starter and Professional subscriptions, it's ideal for those keen on ethical investing.

Steven Levine