ESG Investing Fundamentals and Strategies Course Curriculum
Course Overview The ESG Investing Fundamentals and Strategies course is a comprehensive and interactive program designed to equip participants with the knowledge and skills necessary to navigate the complex world of Environmental, Social, and Governance (ESG) investing. Upon completion, participants will receive a certificate issued by The Art of Service.
Course Outline The course is divided into 8 modules, each covering a critical aspect of ESG investing. Module 1: Introduction to ESG Investing
- Defining ESG Investing: Understanding the core principles and concepts of ESG investing
- History and Evolution: Tracing the development of ESG investing from its inception to the present day
- Key Drivers: Examining the factors driving the growth of ESG investing, including regulatory changes, investor demand, and societal trends
- Benefits and Challenges: Discussing the advantages and obstacles associated with ESG investing
Module 2: ESG Frameworks and Standards
- Overview of ESG Frameworks: Introducing the major ESG frameworks, including the United Nations-supported Principles for Responsible Investment (PRI) and the Global Reporting Initiative (GRI)
- ESG Standards and Guidelines: Examining the role of standards and guidelines in ESG reporting, such as the Sustainability Accounting Standards Board (SASB) and the Task Force on Climate-related Financial Disclosures (TCFD)
- ESG Metrics and Ratings: Understanding how ESG metrics and ratings are used to evaluate company performance
- Best Practices: Identifying best practices in ESG framework adoption and implementation
Module 3: Environmental (E) Factors
- Climate Change: Analyzing the impact of climate change on investment portfolios and exploring climate-related risk management strategies
- Natural Capital: Examining the importance of natural capital and the implications of natural resource depletion
- Pollution and Waste: Discussing the environmental impacts of pollution and waste, and strategies for mitigation
- ESG Opportunities: Identifying investment opportunities in environmental sustainability, such as renewable energy and green technologies
Module 4: Social (S) Factors
- Human Rights: Understanding the importance of human rights in ESG investing, including modern slavery and child labor
- Labor Standards: Examining labor standards and practices, including fair labor practices and diversity and inclusion
- Community Engagement: Discussing the role of community engagement and development in ESG investing
- Product Safety and Quality: Analyzing the importance of product safety and quality in ESG investing
Module 5: Governance (G) Factors
- Board Composition and Diversity: Examining the importance of board composition and diversity in effective governance
- Executive Compensation: Understanding the role of executive compensation in governance and ESG investing
- Shareholder Rights: Discussing shareholder rights and activism in ESG investing
- Audit and Internal Controls: Analyzing the importance of audit and internal controls in ensuring governance integrity
Module 6: ESG Integration and Portfolio Management
- ESG Integration Strategies: Examining various ESG integration strategies, including screening, tilting, and thematic investing
- Portfolio Construction: Understanding how to construct ESG-aware portfolios that balance financial returns with ESG considerations
- Risk Management: Discussing the role of ESG in risk management, including ESG-related risk assessment and mitigation
- Performance Measurement: Analyzing the challenges and opportunities in measuring ESG portfolio performance
Module 7: ESG Investing Strategies and Products
- ESG-themed Investing: Examining ESG-themed investment strategies, including green bonds, impact investing, and sustainable infrastructure
- ESG-focused Funds: Understanding the different types of ESG-focused funds, including actively managed and index funds
- ESG ETFs and Index Funds: Discussing the role of ESG ETFs and index funds in ESG investing
- Custom ESG Mandates: Analyzing the benefits and challenges of custom ESG mandates for institutional investors
Module 8: ESG Engagement and Stewardship
- Shareholder Engagement: Understanding the role of shareholder engagement in promoting ESG practices
- Active Ownership: Examining the principles and practices of active ownership in ESG investing
- Collaboration and Collective Engagement: Discussing the benefits and challenges of collaborative engagement initiatives
- ESG Stewardship: Analyzing the importance of ESG stewardship in ensuring long-term value creation
Course Features - Interactive and Engaging: The course includes interactive elements, such as gamification, quizzes, and discussions, to keep participants engaged
- Comprehensive and Up-to-date: The course covers the latest developments and trends in ESG investing, ensuring participants have access to cutting-edge knowledge
- Practical and Real-world: The course includes real-world examples, case studies, and hands-on projects to illustrate key concepts and strategies
- Expert Instructors: The course is taught by experienced professionals with expertise in ESG investing and related fields
- Certificate upon Completion: Participants receive a certificate issued by The Art of Service upon completing the course
- Flexible Learning: The course is designed to accommodate different learning styles and schedules, with bite-sized lessons and lifetime access
- User-friendly and Mobile-accessible: The course is optimized for a seamless learning experience across devices
- Community-driven: Participants can connect with peers and instructors through discussion forums and other community features
What to Expect Upon completing the ESG Investing Fundamentals and Strategies course, participants will: - Gain a comprehensive understanding of ESG investing principles, frameworks, and practices
- Develop the skills to integrate ESG considerations into investment decisions and portfolio management
- Understand the latest ESG trends, strategies, and products
- Be able to apply ESG knowledge in real-world contexts
- Receive a certificate issued by The Art of Service, demonstrating their expertise in ESG investing
,
Module 1: Introduction to ESG Investing
- Defining ESG Investing: Understanding the core principles and concepts of ESG investing
- History and Evolution: Tracing the development of ESG investing from its inception to the present day
- Key Drivers: Examining the factors driving the growth of ESG investing, including regulatory changes, investor demand, and societal trends
- Benefits and Challenges: Discussing the advantages and obstacles associated with ESG investing
Module 2: ESG Frameworks and Standards
- Overview of ESG Frameworks: Introducing the major ESG frameworks, including the United Nations-supported Principles for Responsible Investment (PRI) and the Global Reporting Initiative (GRI)
- ESG Standards and Guidelines: Examining the role of standards and guidelines in ESG reporting, such as the Sustainability Accounting Standards Board (SASB) and the Task Force on Climate-related Financial Disclosures (TCFD)
- ESG Metrics and Ratings: Understanding how ESG metrics and ratings are used to evaluate company performance
- Best Practices: Identifying best practices in ESG framework adoption and implementation
Module 3: Environmental (E) Factors
- Climate Change: Analyzing the impact of climate change on investment portfolios and exploring climate-related risk management strategies
- Natural Capital: Examining the importance of natural capital and the implications of natural resource depletion
- Pollution and Waste: Discussing the environmental impacts of pollution and waste, and strategies for mitigation
- ESG Opportunities: Identifying investment opportunities in environmental sustainability, such as renewable energy and green technologies
Module 4: Social (S) Factors
- Human Rights: Understanding the importance of human rights in ESG investing, including modern slavery and child labor
- Labor Standards: Examining labor standards and practices, including fair labor practices and diversity and inclusion
- Community Engagement: Discussing the role of community engagement and development in ESG investing
- Product Safety and Quality: Analyzing the importance of product safety and quality in ESG investing
Module 5: Governance (G) Factors
- Board Composition and Diversity: Examining the importance of board composition and diversity in effective governance
- Executive Compensation: Understanding the role of executive compensation in governance and ESG investing
- Shareholder Rights: Discussing shareholder rights and activism in ESG investing
- Audit and Internal Controls: Analyzing the importance of audit and internal controls in ensuring governance integrity
Module 6: ESG Integration and Portfolio Management
- ESG Integration Strategies: Examining various ESG integration strategies, including screening, tilting, and thematic investing
- Portfolio Construction: Understanding how to construct ESG-aware portfolios that balance financial returns with ESG considerations
- Risk Management: Discussing the role of ESG in risk management, including ESG-related risk assessment and mitigation
- Performance Measurement: Analyzing the challenges and opportunities in measuring ESG portfolio performance
Module 7: ESG Investing Strategies and Products
- ESG-themed Investing: Examining ESG-themed investment strategies, including green bonds, impact investing, and sustainable infrastructure
- ESG-focused Funds: Understanding the different types of ESG-focused funds, including actively managed and index funds
- ESG ETFs and Index Funds: Discussing the role of ESG ETFs and index funds in ESG investing
- Custom ESG Mandates: Analyzing the benefits and challenges of custom ESG mandates for institutional investors
Module 8: ESG Engagement and Stewardship
- Shareholder Engagement: Understanding the role of shareholder engagement in promoting ESG practices
- Active Ownership: Examining the principles and practices of active ownership in ESG investing
- Collaboration and Collective Engagement: Discussing the benefits and challenges of collaborative engagement initiatives
- ESG Stewardship: Analyzing the importance of ESG stewardship in ensuring long-term value creation
Course Features - Interactive and Engaging: The course includes interactive elements, such as gamification, quizzes, and discussions, to keep participants engaged
- Comprehensive and Up-to-date: The course covers the latest developments and trends in ESG investing, ensuring participants have access to cutting-edge knowledge
- Practical and Real-world: The course includes real-world examples, case studies, and hands-on projects to illustrate key concepts and strategies
- Expert Instructors: The course is taught by experienced professionals with expertise in ESG investing and related fields
- Certificate upon Completion: Participants receive a certificate issued by The Art of Service upon completing the course
- Flexible Learning: The course is designed to accommodate different learning styles and schedules, with bite-sized lessons and lifetime access
- User-friendly and Mobile-accessible: The course is optimized for a seamless learning experience across devices
- Community-driven: Participants can connect with peers and instructors through discussion forums and other community features
What to Expect Upon completing the ESG Investing Fundamentals and Strategies course, participants will: - Gain a comprehensive understanding of ESG investing principles, frameworks, and practices
- Develop the skills to integrate ESG considerations into investment decisions and portfolio management
- Understand the latest ESG trends, strategies, and products
- Be able to apply ESG knowledge in real-world contexts
- Receive a certificate issued by The Art of Service, demonstrating their expertise in ESG investing
,
- Gain a comprehensive understanding of ESG investing principles, frameworks, and practices
- Develop the skills to integrate ESG considerations into investment decisions and portfolio management
- Understand the latest ESG trends, strategies, and products
- Be able to apply ESG knowledge in real-world contexts
- Receive a certificate issued by The Art of Service, demonstrating their expertise in ESG investing