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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/esg-investing-industry-impacts-transformations
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课程名称: ESG投资：行业影响与转型 概述: 在本课程中，学生将探索金融市场某些行业在环境、社会和公司治理（ESG）风险因素日益受到关注的背景下如何发生转变。课程将讨论传统标志性公司如何因未能适应 ESG 变革而申请破产的原因，以及传统石油巨头如何应对能源转型等问题。此外，课程还将关注一些公司如何调整其业务以应对林业关切。通过视频、网络研讨会和阅读模块，学生将学习对特定市场行业变化进行分析的方法，并能评估 ESG 战略变化对高收益公司的信用worthiness 的潜在影响。 课程内容摘要: 1. **ESG对商业行业的影响**：探讨 ESG 相关问题如何对各个行业产生影响，包括林产品、能源、运输、乳制品和医疗等，帮助学生提出进行基本分析的关键问题。 2. **ESG投资：信用视角 - Zeo Capital Advisors（第 1-3 部分）**：通过网络研讨会，分析 ESG 风险因素对高收益公司的影响，讨论投资风格、绿洗和法规披露等话题，强调尽职调查中的重要性。 3. **ESG投资：信用视角 - Zeo Capital Advisors（第 4-6 部分）**：继续分析高收益能源公司在能源转型中的管理方式和 ESG 相关行业的风险回报特征，介绍 ESG 固定收益投资组合的基本分析方法。 4. **ESG投资：信用视角 - Zeo Capital Advisors（第 7-8 部分）**：强调公司特质的重要性，提供关于 ESG 投资的多种管理方式。 5. **能源转型：行业见解 - WisdomTree Europe（第 1-3 部分）**：深入探讨运输行业在 ESG 相关问题下的转型，分析金融资产（如商品）的供需动态。 6. **能源转型：行业见解 - WisdomTree Europe（第 4-6 部分）**：继续分析电动车的销售趋势和电池技术的进步，讨论可再生能源的供需动态及其对商品的影响。 7. **能源转型：行业见解 - WisdomTree Europe（第 7-9 部分）**：详细分析电池价值链及相关投资机会。 8. **阅读强化**：提供关于各行业和个别公司在可持续发展问题下的变化的详细信息，帮助学生理解 SASB 行业标准与联合国可持续发展目标之间的关系。 本课程旨在帮助学生理解 ESG 投资的关键概念与实际应用，使其能够在复杂的市场环境中做出明智的投资决策。
Name:ESG's Influence on Business Sectors
Description:ESG-related issues have impacted different business sectors in more or less dramatic ways, and as governments, companies, and their stakeholders increase their engagement with these concerns, traditional industries seem to be staging significant transformations. In this module, we explore how ESG has influenced material business sector shifts in the areas of forest products, energy, transportation, dairy, and healthcare, among others, to enable you to home in on asking critical questions when performing fundamental analysis.
Name:ESG Investing: Credit Perspectives - Zeo Capital Advisors (Parts 1-3)
Description:While the following webinar, “How to Make an Impact Through Credit Investing”, focuses on how heightened attention on ESG risk factors have impacted the businesses of certain high yield companies, Venk Reddy, founder and chief investment officer of Zeo Capital Advisors, also highlights several other related topics – including investment styles, such as ESG integrators and passive screeners, as well as discusses certain areas of concern, including green washing, and regulatory disclosures, which will be echoed in later lessons. Also, through this presentation, you’ll find out, among other objectives, how ESG analysis may be compared to credit analysis, why intentionality is a critical component in performing due diligence and company selection in a sustainable portfolio, as well as ways in which investors may be able to differentiate authentic management from marketing schemes.
Name:ESG Investing: Credit Perspectives - Zeo Capital Advisors (Parts 4-6)
Description:The “How to Make an Impact Through Credit Investing” webinar continues with Venk Reddy, founder and CIO at Zeo Capital Advisors, addressing how high yield energy companies are generally managing the transition towards alternative energy, as well as the risk/reward profile of ESG-related vs non-ESG business sectors, and outlines a process for conducting fundamental analysis on an ESG-related, fixed income portfolio.
Name:ESG Investing: Credit Perspectives - Zeo Capital Advisors (Parts 7-8)
Description:The “How to Make an Impact Through Credit Investing” webinar continues with Venk Reddy, founder and CIO at Zeo Capital Advisors, highlighting the importance of company character, including intentionality, as well as offering ways in which to approach ESG investing if self-managing, or outsourcing the management of, a fixed income portfolio.
Name:Energy Transition: Industry Insights - WisdomTree Europe (Parts 1-3)
Description:In this module, we’ll take a deeper look at how the transportation sector is transforming in the wake of ESG-related concerns – and how, as a result, the supply and demand dynamics for certain financial assets, such as commodities, may change. The following webinar, “Batteries: Harnessing the Power of the Energy Transition”, presented by Nitesh Shah, research director at WisdomTree Europe, examines, among other topics, a proposed trajectory for electric vehicle sales, and how advancements in battery technology are opening new markets – from electric vehicles to energy storage systems. Shah also details how he expects electric vehicles to drive lithium-ion battery growth and highlights how certain commodities may benefit from their increased production. He further outlines how certain equities may also benefit across all parts of the value chain.
Name:Energy Transition: Industry Insights - WisdomTree Europe (Parts 4-6)
Description:The “Batteries: Harnessing the Power of the Energy Transition” webinar continues with Nitesh Shah, research director at WisdomTree Europe, providing an outlook on the costs of batteries, as well as a forward-looking comparison of purchasing electric vs internal combustion engine vehicles. Shah also walks through the supply/demand dynamics of renewable energies, as well as the commodities that are used to produce batteries.
Name:Energy Transition: Industry Insights - WisdomTree Europe (Parts 7-9)
Description:The “Batteries: Harnessing the Power of the Energy Transition” webinar continues with Nitesh Shah, research director at WisdomTree Europe, breaking down the battery value chain and identifying related investment opportunities in certain commodities and equities.
Name:Reading Reinforcements
Description:This Reading Reinforcement module provides you with more detailed information about specific business sector and individual company shifts in the wake of different sustainability-driven issues. After completion, you should be able to describe how certain of SASB’s industry standards align with the UN’s Sustainable Development Goals, as well as related changes in market sectors and companies’ strategies.
Through this ESG Investing: Industry Impacts & Transformations course, students with basic knowledge of traditional financial products can explore how certain financial market sectors have been transforming, amid a heightened focus on risk factors that underpin the three pillars of ESG. For example, what led age-old, iconic companies such as Borden and Dean Foods to file for bankruptcy? How are traditional oil giants BP and Exxon Mobil managing the energy transition? And what steps are firms such as International Paper and WestRock taking to align their business operations with forestry concerns? Through a series of video, webinar, and reading modules, among other objectives, you’ll learn how to conduct critical analyses about certain market sector changes, including dairy, tobacco, energy, and forest products, as well as examine the potential role for certain commodities, as industries such as the auto sector undergo transformation. You should also be able to assess the potential impacts on the creditworthiness of certain high yield companies amid shifts in ESG strategies.
