ESG Investing

  • Level: Beginner
  • Duration: 7 hours  
  • Access: 1 Year
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This course provides a broad overview of Environmental, Social, and Governance (ESG) factors and the Socially Responsible Investing (SRI) approach. 

  • This course is suitable for desktop & mobile usage.

Course Outline

Today’s investors are increasingly searching for investment options that go beyond traditional financial and economic concerns to embrace environmental, social, and governance (ESG) issues. This socially responsible investing (SRI) approach has rapidly gained popularity, and ESG assets under management are growing fast.

What You Will Learn

Topic 1: ESG & SRI Primer

  • Overview of ESG and SRI investing

Topic 2: ESG & SRI - An Introduction

  • ESG & SRI Overview
  • Environmental Case Study
  • Social Case Study
  • Governance Case Study
  • ESG Data
  • SRI Strategies

Topic 3: ESG & SRI - Investing

  • Investing Landscape
  • ESG Growth Drivers
  • ESG Investors
  • ESG & Passive Investing
  • ESG Investing Performance

Topic 4: ESG Factors

  • ESG Overview
  • Environmental Factors
  • Social Factors
  • Governance Factors
  • ESG Analysis

Topic 5: SRI Strategies

  • The selection and implementation of SRI strategies

Topic 6: ESG & SRI - Reporting

  • Reporting Overview
  • Guidelines & Standards
  • ESG Report Example

Topic 7: Green Assets

  • Green Bonds Overview
  • Standards & Guidelines

Topic 8: Retail Scenario

  • Retail Scenario

Topic 9: Institutional Scenario

  • Institutional Scenario

Gain a professional asset allocation certificate

Gain Industry Knowledge and a Certification

 Test your knowledge throughout each tutorial with
regular review questions. 
  End each tutorial with a short, graded test designed to enhance knowledge retention.
  Gain a shareable professional certification.

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