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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/esg-investing-setting-standards-conducting-analysis
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课程名称：ESG投资：设定标准与进行分析 课程概述：ESG投资：设定标准与进行分析课程为学生提供有关传统金融产品的基本知识，以及有助于更好定义ESG的一些基本概念，包括其产生的理由和发展历程。通过视频、网络研讨会和阅读模块的系列学习，您将了解ESG中“环境”、“社会”和“治理”的基本原则，并获得ESG起源与演变的背景知识。您还将深入了解全球和国内推动和支持发行人ESG议程的经济、金融和伦理目标与框架，以及学习如何研究和构建与投资回报相一致的不同投资策略，如负面/排除性筛选和整合。您将更清楚地看到企业如何形成ESG策略、面临的风险以及如何减轻这些风险。 课程大纲： 1. **ESG的起源与演变** 本模块介绍环境、社会和治理（ESG）如何影响金融市场及投资者决策，学习ESG是如何从社会责任投资（SRI）实践中衍生而来的，回顾20世纪的一些影响案例，包括《社区再投资法》和可持续及负责任投资论坛的成立等。联合国发布了关键报告，促使ESG因素在金融市场的整合，同时也引发了一系列相关的支持性措施，如负责任投资原则（PRI）、国际综合报告委员会和可持续会计标准委员会（SASB）等。 2. **ESG投资：行业洞察 - Gabelli Funds（第1-3部分）** 在这一部分中，将深入探讨ESG投资框架内的一些未解问题，探讨ESG投资的定义、影响公司行为、降低特有风险及识别地质和社会变化等领域的投资机会，同时讨论能源、水资源及废物管理等可持续性主题及其在市场中的进展。 3. **ESG投资：行业洞察 - Gabelli Funds（第4-6部分）** 继续前述网络研讨会，Gabelli Funds的投资组合经理Chris Marangi将回答参与者的提问，涉及气候变化、供应链、核能及公司责任等问题，并讨论与ESG相关的波动风险。 4. **ESG投资：行业洞察 - Gabelli Funds（第7-9部分）** Chris Marangi继续回答与ESG相关的提问，探讨监管、筛选策略及基金管理，并讨论与能源相关的环境影响和企业问责等主题。 5. **ESG基本分析** 本模块将探讨环境、社会及治理问题如何作为公司财务表现的风险以及在做出投资决策时进行尽职调查的其他关键因素（如收入、现金流、信用度和运营表现）。 6. **阅读强化模块** 该模块旨在提供与ESG投资起源和演变相关的重要信息，帮助您进行关键分析。完成该模块后，您将能够解释不同可持续性相关术语的含义，并描述ESG与财务表现之间关系的不同发现。
Name:ESG's Origins & Evolution
Description: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.
Name:ESG Investing: Industry Insights – Gabelli Funds (Parts 1-3)
Description: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.
Name:ESG Investing: Industry Insights – Gabelli Funds (Parts 4-6)
Description: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.
Name:ESG Investing: Industry Insights – Gabelli Funds (Parts 7-9)
Description: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.
Name:ESG Fundamental Analysis
Description: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.
Name:Reading Reinforcements
Description: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.
The ESG Investing: Setting Standards & Conducting Analysis course provides students with basic knowledge of traditional financial products with some fundamental concepts to help better define what ESG is, including the rationale behind its inception, and how it has developed. Through the series of video, webinar, and reading modules in this course, you’ll learn how to identify and describe the basic principles underpinning the “E”, “S” and “G” in ESG, as well as obtain a brief background of ESG’s origins and evolution. You should also acquire insights into certain global and domestic goals and frameworks that drive and support issuers’ ESG agendas for economic, financial, and ethical purposes, as well as learn how to examine and construct different investment strategies aligned with investment returns, such as negative/exclusionary screening and integration. You should also gain a clearer view of how businesses form their ESG strategies, as well as some of the risks they face, and how they may be mitigated.
