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ESG Investing: Industry Impacts & Transformations
  • Level Foundation
  • Duration 24 hours
  • Course by Interactive Brokers
  • Offered by

About

Through this ESG Investing: Industry Impacts & Transformations course, students with basic knowledge of traditional financial products can explore how certain financial market sectors have been transforming, amid a heightened focus on risk factors that underpin the three pillars of ESG. For example, what led age-old, iconic companies such as Borden and Dean Foods to file for bankruptcy? How are traditional oil giants BP and Exxon Mobil managing the energy transition? And what steps are firms such as International Paper and WestRock taking to align their business operations with forestry concerns? Through a series of video, webinar, and reading modules, among other objectives, you’ll learn how to conduct critical analyses about certain market sector changes, including dairy, tobacco, energy, and forest products, as well as examine the potential role for certain commodities, as industries such as the auto sector undergo transformation. You should also be able to assess the potential impacts on the creditworthiness of certain high yield companies amid shifts in ESG strategies.

Modules

ESG Investing: Industry Impacts & Transformations – Course Overview

    • 1 Videos
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1 Videos

  • ESG Investing: Industry Impacts & Transformations – Course Overview

ESG Investing: Market Impacts

    • 1 Videos
    • 5 Readings
    • 1 Assignment
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1 Assignment

  • ESG Investing: Market Impacts - Quiz

1 Videos

  • ESG Investing: Market Impacts

5 Readings

  • ESG Investing - Market Impacts - Study Notes
  • UN - State of World Forests (2020)
  • Food Drive - Dairy Bankruptcies (Mar 2020)
  • Plant-Based Food - Retail Sales Data
  • IBKR - Telemedical Stocks (Mar 2020)

High Yield Credit Risk Management & Intentionality

    • 1 Videos
    • 1 Readings
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1 Videos

  • High Yield Credit Risk Management & Intentionality

1 Readings

  • Zeo Capital - How to Make an Impact Through Credit Investing (Modules 2-4 - Handout Presentation)

The Challenge of Managing Credit Risk (ESG) Factors

    • 1 Videos
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1 Videos

  • The Challenge of Managing Credit Risk (ESG) Factors

Governance Risk Impacts & Investment Styles

    • 1 Videos
    • 1 Assignment
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1 Assignment

  • ESG Investing: Credit Perspectives - Zeo Capital Advisors (Parts 1-3) - Quiz

1 Videos

  • Governance Risk Impacts & Investment Styles

Energy Transition in the High Yield Space

    • 1 Videos
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1 Videos

  • Energy Transition in the High Yield Space

Risk, Reward, and the Importance of Due Diligence

    • 1 Videos
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1 Videos

  • Risk, Reward, and the Importance of Due Diligence

ESG Analysis is Credit Analysis

    • 1 Videos
    • 1 Assignment
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1 Assignment

  • ESG Investing: Credit Perspectives - Zeo Capital Advisors (Parts 4-6) - Quiz

1 Videos

  • ESG Analysis is Credit Analysis

On Company Character & ESG Investing Approaches

    • 1 Videos
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1 Videos

  • On Company Character & ESG Investing Approaches

Portfolio Management: Key Takeaways

    • 1 Videos
    • 1 Readings
    • 1 PeerReview
    • 1 Assignment
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1 Assignment

  • ESG Investing: Credit Perspectives - Zeo Capital Advisors (Parts 7-8) - Quiz

1 Peer Review

  • Moody's Analysis of Tesla - Practical Assessment

1 Videos

  • Portfolio Management: Key Takeaways

1 Readings

  • Moody's upgrades Tesla's corporate family rating to Ba3; outlook is positive.

Battery Solutions to Combat Climate Change

    • 1 Videos
    • 1 Readings
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1 Videos

  • Battery Solutions to Combat Climate Change

1 Readings

  • WisdomTree Europe - Batteries & the Energy Transition (Modules 5-7 - Handout Presentation)

Greenhouse Gases & the Grid

    • 1 Videos
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1 Videos

  • Greenhouse Gases & the Grid

A Brief History & Evolution of Batteries

    • 1 Videos
    • 1 Assignment
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1 Assignment

  • Energy Transition: Industry Insights - WisdomTree Europe (Parts 1-3) - Quiz

1 Videos

  • A Brief History & Evolution of Batteries

The Cost of Batteries, Cars, and Renewable Energy

    • 1 Videos
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1 Videos

  • The Cost of Batteries, Cars, and Renewable Energy

Battery Production & Commodities

    • 1 Videos
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1 Videos

  • Battery Production & Commodities

The Case for Nickel, Copper, and Other Metals

    • 1 Videos
    • 1 Assignment
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1 Assignment

  • Energy Transition: Industry Insights - WisdomTree Europe (Parts 4-6) - Quiz

1 Videos

  • The Case for Nickel, Copper, and Other Metals

Breaking Down the Battery Value Chain

    • 1 Videos
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1 Videos

  • Breaking Down the Battery Value Chain

Q&A: On Recycling & Commodity Investment Considerations

    • 1 Videos
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1 Videos

  • Q&A: On Recycling & Commodity Investment Considerations

Q&A: A Brief Outlook on Lithium Mining

    • 1 Videos
    • 3 Readings
    • 2 PeerReview
    • 1 Assignment
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1 Assignment

  • Energy Transition: Industry Insights - WisdomTree Europe (Parts 7-9) - Quiz

2 Peer Review

  • S&P Global Market Intelligence - Tesla & ESG Factors - Practical Assessment
  • Tesla's Impact Report & ESG Risk Management - Practical Assessment

1 Videos

  • Q&A: A Brief Outlook on Lithium Mining

3 Readings

  • S&P - Tesla asked to report on human rights amid cobalt deal with Glencore
  • Sentifi - ESG Taxonomy (Reference)
  • Tesla Impact Report (2020)

Reading Reinforcements

    • 1 Videos
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1 Videos

  • Reading Reinforcements

PMI - Tobacco Company in Transformation

    • 5 Readings
    • 1 PeerReview
    • 1 Assignment
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1 Assignment

  • S&P Global Ratings: Philip Morris International (PMI) - Quiz

1 Peer Review

  • Aligning SASB & UN's SDGs with Company Strategy - Practical Assessment

5 Readings

  • S&P Global Ratings Recognizes PMI’s Business Transformation as Industry Differentiator
  • PMI - SASB Content Index (2020)
  • PMI - 2020 Form 10K (Final as Filed with SEC)
  • PMI - Integrated-Report (2020)
  • SASB - Tobacco Standard (2018)

PMI - Tobacco Company in Transformation (Added Readings)

    • 3 Readings
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3 Readings

  • PMI - Sustainability (Press Release, May 2019)
  • S&P - PMI ESG Evaluation (May 2021)
  • Business Insider - PMI UK Cigarette Ban (July 2021)

Auto Summary

Discover the transformative world of ESG Investing with the "ESG Investing: Industry Impacts & Transformations" course, designed for those with a foundational understanding of traditional financial products. Offered in the Business & Management domain, this Coursera course delves into the evolving landscape of financial market sectors, focusing on the critical risk factors of Environmental, Social, and Governance (ESG) principles. Led by expert instructors, this comprehensive course covers the bankruptcy cases of iconic companies like Borden and Dean Foods, the energy transitions of oil giants BP and Exxon Mobil, and the sustainability efforts of firms like International Paper and WestRock. Through engaging video lectures, informative webinars, and in-depth reading modules, learners will gain the skills to analyze market sector changes in industries such as dairy, tobacco, energy, and forest products. Spanning 1440 minutes, this course equips participants with the knowledge to assess the creditworthiness of high yield companies amid ESG strategy shifts. Available with a Starter subscription, it is ideal for business professionals, financial analysts, and anyone interested in the intersection of finance and sustainability. Join today to enhance your understanding of ESG impacts and drive meaningful change in the financial sector.

Steven Levine
Instructor

Steven Levine