Certified Esg Investing & Risk Management Professional
Last updated 9/2023
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz
Language: English | Size: 3.78 GB | Duration: 4h 19m
Learn how market forces react to ESG, & ways to create,maintain value using ESG investment strategies and mitigate risk
What you'll learnUnderstand the core principles of ESG and the five pathways of materiality.
Assess stakeholder interest in ESG factors and their industry-specific significance.
Explore the historical development of ESG investing.
Learn how to integrate ESG factors into investment strategies and optimize portfolios.
Utilize ESG data for financial analysis. Evaluate different ESG data providers and interpret their data effectively.
Identify ESG-related cost and revenue variances. Develop strategies to mitigate ESG risks through improved stakeholder relations.
Implement best practices for creating a corporate culture sensitive to ESG principles.
Understand how to align ESG with financial and risk management plans for better corporate performance.
RequirementsThe basic requirement for this course is a foundational knowledge of finance and investment principles, along with an interest in understanding and implementing Environmental, Social, and Governance (ESG) factors in investment and risk management strategies.
DescriptionAbout this CourseIn this course Certified ESG Investing & Risk Management Professional, you will explore the foundations upon which modern-day ESG was built, how market forces react to ESG, and ways to create and maintain value using ESG investment strategies. You will also learn about the five pathways of materiality, and how those interplay with or against ESG performance. You will examine the many challenges that corporations face when it comes to leveraging ESG investing into their portfolios, and how the changing landscape of ESG is making this an area of untapped potential when it comes to the financial workings of businesses today. You'll also learn from real-life case studies how you can assess risk, create better risk management policy, and build a map to identify valuable areas of opportunity and create better decision-making approaches. Lastly, you will look at portfolio optimization and the utilization of ESG factors to maximize returns in addition to examining different funds, their fee structures, and how investors can blend ESG into their investment portfolio. By the end of this course, you will know the best practices for creating a solid risk management plan and how to create a culture that is sensitive to ESG. You will better understand the history and framework behind ESG, and how to create a path forward using smarter methods to identify risk, navigate ESG issues, and reach ESG investing goals.Introduction to ESG Factors and ConceptsIn this module, you will be introduced to Environmental, Social and Governance (ESG) Factors and the many different pathways by which they impact financial value. You will learn about the importance of assessing stakeholder interest or salience in different ESG factors and how this varies across industries. You will also gain insight into the five pathways of materiality through which ESG factors impact revenues, costs, or productivity. Finally, you will examine the conditions under which stakeholders are expected to activate these pathways, highlighting the strategic and financial importance of stakeholder relations. By the end of this module, you will have learned how to discern which ESG pathways matter for you and your stakeholders, how to navigate the materiality map and the importance of stakeholder relations for shareholder value.History and Flavors of ESG InvestingIn this module, you will get an overview of the history of ESG Investing and review the past and present ways that investors have attempted to incorporate environmental, social, and governance factors into their strategies. You will also learn about the relationships between social pressure, corporate responses, and financial performance. Next, you will look at portfolio optimization and how to utilize ESG factors to maximize returns. Lastly, you will review various case studies that look at different investment strategies and their outcomes in terms of both ESG and financial performance. By the end of this module, you will understand the history of ESG investing, corporate engagement and responsibility, and the different ways ESG factors can be integrated into investment strategies.ESG DataIn this module, you will learn about the importance of ESG data and how you can best integrate it into your financial analyses. Next, you will review different providers of data for ESG factors and learn how to assess this data despite the challenges of interpretability and subjectivity. Next, you will survey the tendency towards integrated reporting whereby firms embed ESG data inside their financial reports. Lastly, you will examine ESG data that focuses on the financial impacts on a firm's stakeholders who may, in turn, create financial benefits or harm for the firm. By the end of this module, you will be better able to utilize ESG data, assess the differences in ESG data provider approaches, and determine how to quantify the environmental, social, and governance factors which impact a firm's stakeholders.ESG Management at the Firm-LevelIn this module, you learn about the specific cost and revenue variances associated with ESG issues and how better stakeholder relations can mitigate some of these risks. You will also examine cases from Peru, Ghana, and Brazil, and assess how different ESG risk management strategies affected the performance of these projects. You will also review participatory stakeholder processes, external value at stake (EVAS), and integrated project management systems. Lastly, you will look at transformative ways to implement ESG risk assessments into a broader risk management framework to maximize expected corporate performance. By the end of this module, you will have identified best practices for creating a solid financial and risk management plan that incorporates ESG factors and will understand how to create a culture that is sensitive to ESG.
OverviewSection 1: Introduction to ESG Factors and Concepts
Lecture 1 ESG Specialization Introduction
Lecture 2 Introduction to Environmental, Social, Governance Factors & Concepts
Lecture 3 Environmental Factors
Lecture 4 Social Factors
Lecture 5 Governance Factors
Lecture 6 5 Pathways of Materiality
Lecture 7 Stakeholders
Lecture 8 Module Summary
Section 2: History and Flavors of ESG Investing
Lecture 9 Introduction to History and Flavors of ESG Investing
Lecture 10 Historical Origins
Lecture 11 From Value to Values
Lecture 12 Engagement
Lecture 13 Case: ESG and Fundamentals
Lecture 14 Case: ESG and Value-Based Investment
Lecture 15 Case: ESG and Other Equity Strategies and Asset Classes
Lecture 16 Module Summary
Section 3: ESG Data
Lecture 17 Introduction and Motivation
Lecture 18 Third Party ESG Data Providers
Lecture 19 Integrated Firm-level Reporting
Lecture 20 Case: Engine No 1's Total Value Framework, Motivation & Design
Lecture 21 Case: Engine No 1's Total Value Framework, Implementation
Lecture 22 Module Summary
Section 4: ESG Management at the Firm-Level
Lecture 23 Introduction to Corporate Management of ESG & Opportunities
Lecture 24 Costs of Conflict
Lecture 25 Case: BHP Tintaya (Peru)
Lecture 26 Case: Newmont Ahafo Gold (Ghana)
Lecture 27 Anglo American Minas Rio (Brazil)
Lecture 28 Balanced Integration
Lecture 29 ESG Transformation
Lecture 30 Lessons from History
Including investment analysts, portfolio managers, and financial advisors who want to incorporate ESG factors into their investment strategies and enhance their understanding of sustainable finance.,Those responsible for assessing and mitigating risks in corporate environments, with a focus on integrating ESG risk management practices.,Executives, managers, and decision-makers seeking to leverage ESG principles to improve their organization's financial performance and reputation.,Individuals looking to obtain certification as ESG Investing & Risk Management Professionals and establish a career in the field of sustainable finance,Anyone with an interest in understanding how Environmental, Social, and Governance factors impact financial markets and corporate decision-making can benefit from this course, regardless of their prior financial knowledge.
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