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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/esg-risks-opportunities
课程评论：没有评论
课程名称：ESG风险与机遇 概述：本课程将探讨现代ESG（环境、社会和治理）基础的构建，市场力量如何对ESG做出反应，以及如何利用ESG投资策略创造和维持价值。学员将学习到五条物质性途径，以及这些途径如何相互作用或影响ESG表现。同时，学员也将研究企业在将ESG投资纳入其投资组合时所面临的挑战，以及ESG不断变化的格局如何成为企业财务活动中未开发的潜力领域。通过真实案例分析，学员将学习如何评估风险、制定更好的风险管理政策、识别有价值的机会区域以及改进决策方法。此外，还将探讨投资组合优化和利用ESG因素最大化回报的方法，包括不同基金的费率结构，以及如何将ESG融入投资组合。 课程结束时，您将掌握制定健全风险管理计划的最佳实践，以及如何营造对ESG敏感的文化。您将更好地理解ESG的历史和框架，学习如何使用更聪明的方法识别风险、应对ESG问题并实现ESG投资目标。 课程大纲： 模块1 – ESG因素与概念简介： 该模块介绍环境、社会和治理（ESG）因素及其对财务价值的不同影响途径。您将学习如何评估利益相关者对不同ESG因素的关注程度，以及这种关注在不同行业之间的差异。该模块还将帮助您了解ESG因素如何通过五条物质性途径影响收入、成本或生产力，并强调利益相关者关系的战略和财务重要性。 模块2 – ESG投资的历史与多样性： 此模块提供ESG投资历史的概述，探讨投资者如何将环境、社会及治理因素纳入投资策略的过去和现在。同时，您将了解社会压力、企业响应及财务表现之间的关系，以及如何利用ESG因素优化投资组合、最大化回报。 模块3 – ESG数据： 您将学习ESG数据的重要性以及如何将其纳入财务分析中。该模块还将介绍不同ESG数据提供商，评估数据的可解释性和主观性挑战，以及企业如何将ESG数据整合到财务报告中。 模块4 – 企业层面的ESG管理： 在这个模块中，您将学习与ESG问题相关的成本和收入变化，以及如何通过改善利益相关者关系来降低这些风险。您将考察来自秘鲁、加纳及巴西的案例，并评估不同的ESG风险管理策略对项目表现的影响，了解如何将ESG风险评估融入更广泛的风险管理框架中。
Name:Module 1 – Introduction to ESG Factors and Concepts
Description:In this module, you will be introduced to Environmental, Social and Governance (ESG) Factors and the many different pathways by which they impact financial value. You will learn about the importance of assessing stakeholder interest or salience in different ESG factors and how this varies across industries. You will also gain insight into the five pathways of materiality through which ESG factors impact revenues, costs, or productivity. Finally, you will examine the conditions under which stakeholders are expected to activate these pathways, highlighting the strategic and financial importance of stakeholder relations. By the end of this module, you will have learned how to discern which ESG pathways matter for you and your stakeholders, how to navigate the materiality map and the importance of stakeholder relations for shareholder value.
Name:Module 2 – History and Flavors of ESG Investing
Description:In this module, you will get an overview of the history of ESG Investing and review the past and present ways that investors have attempted to incorporate environmental, social, and governance factors into their strategies. You will also learn about the relationships between social pressure, corporate responses, and financial performance. Next, you will look at portfolio optimization and how to utilize ESG factors to maximize returns. Lastly, you will review various case studies that look at different investment strategies and their outcomes in terms of both ESG and financial performance. By the end of this module, you will understand the history of ESG investing, corporate engagement and responsibility, and the different ways ESG factors can be integrated into investment strategies.
Name:Module 3 – ESG Data
Description:In this module, you will learn about the importance of ESG data and how you can best integrate it into your financial analyses. Next, you will review different providers of data for ESG factors and learn how to assess this data despite the challenges of interpretability and subjectivity. Next, you will survey the tendency towards integrated reporting whereby firms embed ESG data inside their financial reports. Lastly, you will examine ESG data that focuses on the financial impacts on a firm’s stakeholders who may, in turn, create financial benefits or harm for the firm. By the end of this module, you will be better able to utilize ESG data, assess the differences in ESG data provider approaches, and determine how to quantify the environmental, social, and governance factors which impact a firm’s stakeholders.
Name:Module 4 – ESG Management at the Firm-Level
Description:In this module, you learn about the specific cost and revenue variances associated with ESG issues and how better stakeholder relations can mitigate some of these risks. You will also examine cases from Peru, Ghana, and Brazil, and assess how different ESG risk management strategies affected the performance of these projects. You will also review participatory stakeholder processes, external value at stake (EVAS), and integrated project management systems. Lastly, you will look at transformative ways to implement ESG risk assessments into a broader risk management framework to maximize expected corporate performance. By the end of this module, you will have identified best practices for creating a solid financial and risk management plan that incorporates ESG factors and will understand how to create a culture that is sensitive to ESG.
In this course, you will explore the foundations upon which modern-day ESG was built, how market forces react to ESG, and ways to create and maintain value using ESG investment strategies. You will also learn about the five pathways of materiality, and how those interplay with or against ESG performance. You will examine the many challenges that corporations face when it comes to leveraging ESG investing into their portfolios, and how the changing landscape of ESG is making this an area of untapped potential when it comes to the financial workings of businesses today. You'll also learn from real-life case studies how you can assess risk, create better risk management policy, and build a map to identify valuable areas of opportunity and create better decision-making approaches. Lastly, you will look at portfolio optimization and the utilization of ESG factors to maximize returns in addition to examining different funds, their fee structures, and how investors can blend ESG into their investment portfolio. By the end of this course, you will know the best practices for creating a solid risk management plan and how to create a culture that is sensitive to ESG. You will better understand the history and framework behind ESG, and how to create a path forward using smarter methods to identify risk, navigate ESG issues, and reach ESG investing goals.
