ESG Certificate
Master the core concepts surrounding ESG analysis, investing, and portfolio construction to create and maintain shareholder value. Learn from two ex-industry practitioners and earn a skills certification recognized by the top 4 investment banks.
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3
Hours to Complete
5
Topics
10
Practical exercises
ESG Certificate includes
- Introduction to ESG
- Materiality
- Benchmarking Analysis
- Environmental, Social and Governance Metrics
- Scenario Analysis
- Identify the principles of ESG investing.
- Evaluate environmental, social, and governance metrics.
- 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 - Analyze a case scenario to determine how ESG factors impact bond yields.
- Distinguish between the features of fixed income and equity instruments when performing ESG analysis.
- Identify challenges in using ESG data for the analysis of fixed income instruments.
- Determine how ESG factors can impact the ability of a business to repay its debt.
- Identify the differences between ESG factors used in corporate debt analysis and sovereign debt analysis.
- Compare the role of ESG ratings companies to the role of credit rating agencies.
- 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
- Determine how carbon pricing can be used to analyze companies and projects.
- Identify the impact that carbon pricing has on companies.
- Identify the key traits of permit trading mechanisms for carbon emissions.
- 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
- Select the appropriate stage in the security analysis process where ESG factors should be identified.
- Determine the purpose of adjusting the discount when integrating ESG factors in security analysis and valuation.
- Identify common ESG integration challenges in passive investing.
- Identify the key considerations of ESG ratings providers.
- Identify the key considerations when calculation the ESG characteristics of a portfolio.
- Determine the weighted average carbon intensity of a fund.
- 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!
- Identify the reasons why a fund manager might engage with an investee company.
- Identify effective engagement attributes.
- Differentiate between the engagement process in active and passive investments.
- Identify issues that might results in more controversial resolutions during the voting process.
- Differentiate between standard engagement actions and forms of escalation.
ESG Certificate
| skills-certificate
ESG 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
ESG in credit analysis
44 video minutes
2 excel exercises
Video minutes 44
Excel Exercises 2
ESG in Carbon Markets and Carbon Pricing
29 video minutes
2 excel exercises
Video minutes 29
Excel Exercises 2
ESG Integrated Portfolio Construction
32 video minutes
2 excel exercises
Video minutes 32
Excel Exercises 2
Stewardship and Engagement
23 video minutes
0 excel exercises
Video minutes 23
Excel Exercises 0
Program Level: Intermediate
Advanced preparation: None
Pre-requisites:
- Intermediate level accounting, modeling and valuation.
- Basic understanding of capital markets.
- Investment banker micro degree (or equivalent), or 3 years’ experience in investment banking or asset management.
Delivery Method: QAS Self Study
Field of Study: Specialized Knowledge
For more information regarding administrative policies such as complaint and refund, please follow these links:
Refund policy: https://www.fe.training/refund-policy/
Complaint policy: https://www.fe.training/complaint-policy/
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