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 the principles of ESG investing.
• Evaluate environmental, social, and governance metrics.

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:

• 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.

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 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.

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:

• 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 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:

• 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.