ESG Certificate

ESG Certificate includes

ESG Certificate

| skills-certificate

ESG Certificate

| Skills Certificate

3

Hours

10

Practical exercises

1

Exam

Learn to identify the basic principles underpinning ESG and how they are applied to investment strategies.

ESG Investing

47 video minutes

4 excel exercises

Video minutes 47

Excel Exercises 4

• Introduction to ESG
• Materiality
• Benchmarking Analysis
• Environmental, Social, and Governance Metrics
• Scenario Analysis

 

Learning Objectives:

• Identify why ESG matters to the investment community.
• Identify the primary goal of impact investing in ESG investment approaches.
• Recognize which types of risks are considered universally material in ESG analysis
  and why.
• Identify the metrics used to assess risks.
• Identify the common challenges in benchmarking ESG performance across
  companies.
• Identify the purpose of scenario analysis in ESG valuation.

ESG in credit analysis

44 video minutes

2 excel exercises

Video minutes 44

Excel Exercises 2

• E, S, and G issues of relevance in credit analysis
• How ESG factors impact company financials
• ESG impact on financial to the credit evaluation metrics
• The role of ratings agencies and the approach they use
• Types of ESG-oriented bonds
  Sovereign debt analysis

 

Learning Objectives:

• Determine which outcomes are associated with incorporating ESG analysis into credit assessments.
• Identify the challenges that are unique to incorporating ESG analysis in fixed income securities, compared to other asset classes.
• Determine the main focus of credit analysis in evaluating an issuer’s ability to meet debt obligations.
• Identify the factors that credit analysts should consider when performing industry analysis
• Recognize the most important factors fixed-income analysts must consider when evaluating ESG risks in credit valuation.
• Identify the key principle of good practice for ESG-focused bond issuance according to the International Capital Markets Association (ICMA)
• Identify and categorize the key metrics for types of risk in sovereign debt analysis.

ESG in Carbon Markets and Carbon Pricing

29 video minutes

2 excel exercises

Video minutes 29

Excel Exercises 2

• Carbon pricing is & why it matters
• How the carbon pricing market works
• Internal carbon pricing to project analysis & decision
• Internal carbon pricing to company analysis

 

Learning Objectives:

• Determine why a company might see carbon pricing as beneficial.
• Identify the key features of carbon markets.
• Determine the risks of carbon leakage.
• Identify the principle, impact and users of carbon pricing.
• Determine the likely effects of an increase in carbon prices.
• Identify the factors a company should consider during an investment project appraisal.
• Determine the role of carbon pricing in company analytics and valuation.

ESG Integrated Portfolio Construction

32 video minutes

2 excel exercises

Video minutes 32

Excel Exercises 2

• Approaches to portfolio construction
• ESG Integration in the passive space
• ESG characteristics of a portfolio
• The role of portfolio sustainability/ESG ratings agencies
• Portfolio ESG metrics vs those of benchmark
• Performance attribution

 

Learning Objectives:

• Identify the approaches to constructing an ESG-integrated portfolio.
• Identify the key aspects and benefits of ESG integration in active systematic strategies.
• Identify the key aspects of ESG integration in passive investment strategies.
• Identify the reasons fund managers assess the ESG characteristics of a portfolio.
• Identify what investors can rely on from ESG ratings providers to assess portfolio risks.
• Identify the limitations of using static ESG metrics in assessing a portfolio.
• Identify the challenges in calculating ESG portfolio metrics.

Stewardship and Engagement

23 video minutes

0 excel exercises

Video minutes 23

Excel Exercises 0

• Stewardship
• Monitoring, voting, and engagement
• Key elements of successful engagement
• Voting & how it can be done
• Codes and Standards
• How Stewardship is reported and more!

 

Learning Objectives:

• Determine why stewardship is important in corporate governance, particularly for
  investors.
• Distinguish between monitoring and engagement in ESG stewardship activities.
• Determine which factors are essential for successful engagement between
  investors and companies.
• Identify the characteristics of active and passive management in ESG engagement
  techniques.
• Identify the features that make collaborative engagement an effective strategy for
  influencing corporate behavior.
• Determine which actions investors should take when exercising their voting rights.
• Identify how stewardship codes and standards benefit the investment community.
• Identify the key element of stewardship reporting by asset managers.