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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/esg-impact-investor-perspective
课程评论：没有评论
课程名称：ESG影响：投资者视角 课程概述：本课程将分析评估利益相关者在不同环境、社会和公司治理（ESG）因素及行业差异中的重要性。您将评估ESG因素在投资决策中的重要性，以及如何利用这些因素创建比平均水平更具社会责任感的投资组合。另外，您还将研究与ESG投资相关的风险及其对公司盈利能力的影响。 接下来，您将回顾正负筛选的概念，并识别导致投资者撤资或负面筛选某些资产的ESG因素。您将研究与气候、多样性、高管薪酬、治理问题相关的ESG风险，并评估企业绩效与股票价格与ESG评分之间的关联。最后，您将分析定量与定性测量并探索不同的协议，如MSCI，以评估和提供影响利益相关者与投资者兴趣的ESG评分。 通过本课程的学习，您将探索ESG投资的增长，评估其在市场中整合的多种方式，以及分析当前在ESG领域使用的复杂指数和测量技术。 课程大纲： 模块1：您将学习如何利用ESG因素最大化正回报并最小化下行风险，分析不同ESG因素和行业差异中利益相关者的兴趣。 模块2：您将探讨ESG与股票市场之间复杂的关系，评估ESG投资的风险及其对公司盈利的影响，并讨论如何避免绿色洗涤。 模块3：您将分析过去15年ESG整合的增长曲线，探讨推动这一增长的主要资产类型以及大型投资公司如何参与ESG倡议。 模块4：您将评估测量和索引ESG因素的各种方法，分析这些值的计算挑战和如何克服这些挑战，了解如何构建可持续性指数以便更好地衡量影响。 通过学习本课程，您将掌握如何使用工具监测ESG实践，构建与个人价值观更一致的指数。
Name:Module 1
Description:In this module, you will explore how an investor can use ESG factors to maximize positive returns and minimize downside risks. You will examine the significance of screening stocks with ESG factors to inform portfolio construction as well as the relative significance of positive versus negative screening. You will analyze the importance of assessing stakeholder interest or salience in different ESG factors and industry variances. Next, you will assess the importance of ESG factors in your investment decisions, including how they can be used to create socially responsible portfolios with better-than-average returns. By the end of this module, you will have identified the best methods of screening stocks to account for ESG factors, the costs associated with ESG strategies, and the importance of diversification.
Name:Module 2
Description:In this module, you will explore the complex relationship between ESG and the stock market, from the inclusion of companies with a large ESG profile to the exclusion of those that refuse to adopt a green agenda. You will also assess the risks associated with ESG investing, and how it can affect a company's profitability. Next, you will examine how to avoid greenwashing by measuring the impact of a corporation’s green initiatives through inclusionary screening. You will review ESG risks associated with climate, diversity, executive compensation, and governance issues, and will examine how corporate performance and stock prices correlate to ESG scores. By the end of this module, you will have differentiated between ESG exclusion and inclusion of companies, identified how to avoid greenwashing and measuring corporate social impact, and reviewed the influence of ESG risk factors on stock prices, including their relationship to ESG scores and their impact on pension plans.
Name:Module 3
Description:In this module, you will analyze the upward growth curve of ESG incorporation over the last 15 years as well as the main types of assets that are driving this growth. You will also review the motivating ESG factors that cause investors to divest from or negatively screen certain assets. You will also assess the way that large investment firms such as BlackRock, Fidelity, and Vanguard are engaging with ESG initiatives and making sustainability a prominent driver in their investment selections. Lastly, you will examine how ESG adoption could be accelerating the growing trend of fossil fuel divestment, its minimal impact on returns, and what this means long term. By the end of this module, you will have analyzed ESG incorporation and its driving factors, reviewed educational institution endowments’ growing ESG investment commitments, and examined the rise of fossil fuel divestment and why this matters.
Name:Module 4
Description:In this module, you will assess the various methods for measuring and indexing ESG factors in the investing space, the inherent challenges in calculating these values, and how to go about overcoming these challenges. You will examine how ESG indices are created, how firms can evaluate their efficacy, and how the creation of a sustainability index has made impact measurement easier to gauge. Next, you will analyze quantitative and qualitative measurements, and explore different protocols, such as MSCI, to evaluate and provide ESG ratings. Finally, you will assess the various tools that you can use to measure ESG investments and how they compare to one another. By the end of this course, you will have differentiated between how investors can use these tools to monitor ESG practices and build indexes that better align with their values.
In this course, you will analyze the importance of assessing stakeholder interest or salience in different ESG factors and industry variances. You will also evaluate the importance of ESG factors in your investment decisions, including how you can use them to create socially responsible portfolios with better-than-average returns. You will also examine the risks associated with ESG investing and how they can affect the corporation’s profitability. Next, you will review the concepts of positive and negative screening and identify the ESG factors that cause investors to divest from or negatively screen certain assets. You will review ESG risks associated with climate, diversity, executive compensation, governance issues, and evaluate how corporate performance and stock prices correlate to ESG scores. You will also examine how ESG adoption could accelerate the growing trend of fossil fuel divestment, its minimal impact on returns, and what this means long term. Finally, you will analyze quantitative and qualitative measurements and explore different protocols, such as MSCI, to evaluate and provide ESG ratings that can affect stakeholder and investor interest. By the end of this course, you will have explored how ESG investing has grown, assessed the variety of ways it has been integrated into the market, and analyzed the complex indexing and measurement techniques employed in the ESG space today.
