Interactive Brokers
ESG Investing: Setting Standards & Conducting Analysis
Interactive Brokers

ESG Investing: Setting Standards & Conducting Analysis

This course is part of ESG Investing: Financial Decisions in Flux Specialization

Taught in English

Some content may not be translated

Steven Levine

Instructor: Steven Levine

5,010 already enrolled

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Course

Gain insight into a topic and learn the fundamentals

4.4

(43 reviews)

Beginner level

Recommended experience

26 hours (approximately)
Flexible schedule
Learn at your own pace

What you'll learn

  • Describe how environmental, social and governance principals originated and how related practices have been evolving in the financial markets.

  • Identify global initiatives that helped drive, and continue to support, the framework for ESG investing.

  • Differentiate the risks a company may face when analyzing it for “E”, “S”, and “G” factors.

  • Provide details about certain business sector trends such as those in water and waste management, clean transportation, and energy.

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Assessments

18 quizzes

Course

Gain insight into a topic and learn the fundamentals

4.4

(43 reviews)

Beginner level

Recommended experience

26 hours (approximately)
Flexible schedule
Learn at your own pace

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This course is part of the ESG Investing: Financial Decisions in Flux Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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  • Gain a foundational understanding of a subject or tool
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There are 6 modules in this course

How have environmental, social, and governance issues come to influence the financial markets and investors’ decision-making? In this introductory module, you will learn how ESG was derived from socially responsible investing (SRI) practices through some examples of its impacts in the 20th century, including the establishment of the Community Reinvestment Act and the formation of the Forum for Sustainable and Responsible Investment. Building on these events, the UN published pivotal reports that led to the integration of ESG factors in the financial markets, spurring a flurry of related, supporting initiatives such as the Principles for Responsible Investing (PRI), the International Integrated Reporting Council, and the Sustainability Accounting Standards Board (SASB), among others.

What's included

3 videos7 readings4 quizzes2 peer reviews

The further we progress in this specialization, the more you may spot certain unresolved issues within the ESG investing framework, beginning, perhaps, with how ESG investing itself is defined. The following webinar, “Environmental, Social, Governance (ESG): The Three Hottest Words in Investing”, presented by Gabelli Funds, will further explore the meaning of ESG investing through some of its objectives, including altering corporate behavior by influencing the cost of capital, mitigating idiosyncratic risks, and identifying investment opportunities in areas such as geological and social change. Among other topics, the presentation will also dive into some sustainability themes, including energy, water and waste management, as well as addresses why ESG investing remains a work in progress, and offers insights into some developments market participants may anticipate.

What's included

3 videos1 reading3 quizzes1 peer review

The “Environmental, Social, Governance (ESG): The Three Hottest Words in Investing” webinar continues with Chris Marangi, portfolio manager at Gabelli Funds, responding to participants questions. In this Q&A series, Marangi addresses climate change, and supply chains, then offers insights into nuclear power, integrated oil companies, and performing due diligence. He also addresses ESG and related volatility concerns. Please keep in mind that we may explore some of these topics more in depth later in the specialization.

What's included

3 videos2 readings3 quizzes1 peer review

The “Environmental, Social, Governance (ESG): The Three Hottest Words in Investing” webinar continues with Chris Marangi, portfolio manager at Gabelli Funds, responding to participants questions. In this Q&A series, Marangi addresses regulation, negative and positive screening, and fund management. He then offers insights into energy-related environmental impacts, and corporate accountability. Please keep in mind that we may explore some of these topics more in depth later in the specialization.

What's included

3 videos2 readings4 quizzes1 peer review

You can generally consider environmental, social and governance issues as risks to a company’s financial performance, and a further means of conducting due diligence when making investment decisions, alongside other critical factors that may affect your returns, such as revenues, cash flows, creditworthiness, and operational performance. In this module, we will address the factors that underlie the “E”, “S” and “G” in ESG, as well as explore some relevant strategies for making investments in the green asset sphere.

What's included

1 video2 readings1 quiz2 peer reviews

This Reading Reinforcement module is intended to arm you with information that has been pivotal to the inception of ESG investing, enabling you to conduct critical analyses about its origin and evolution. Following completion, among other objectives, you will be able to explain the meanings of different sustainability-related terms, as well as describe different findings concerning the relationship between ESG and financial performance.

What's included

1 video5 readings3 quizzes1 peer review

Instructor

Instructor ratings
4.4 (18 ratings)
Steven Levine
Interactive Brokers
8 Courses75,087 learners

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