|
所在平台: Udemy |
课程主页: https://www.udemy.com/course/sustainable-investing-and-esg-investing-basics-implemented-by-etfs/
课程评论：没有评论
课程名称：可持续投资与ESG - 成为可持续投资者 课程概述： 在本课程中，讲师Stella Tsai将分享其在多伦多“湾街”担任股票分析师以及为责任投资协会（加拿大）工作的经验，教授学员如何挑选共同基金和ETF，构建低风险的投资组合。课程内容包括如何识别优秀的可持续投资、建立自己的可持续投资组合、评估共同基金和ETF的价值，以及如何在实现良好的可持续性评级的前提下，选择表现超越市场的基金。该课程强调可持续投资不仅仅是追求可持续性，而是基于稳健的投资管理基础，并增加ESG（环境、社会和公司治理）的要求。 课程安排： 课程分为两个部分。第一部分将介绍可持续投资的基本概念，讨论ESG的三个维度，帮助学员全面理解可持续投资的基础。第二部分则指导学员如何在个人投资组合中实施可持续投资，包括从零开始构建可持续投资组合或如何将现有组合转型为无化石燃料的可持续投资组合。 讲师介绍： Stella Tsai拥有环境科学学士学位和投资管理硕士学位，并完成了CFA一级和CSC的相关课程。她的职业生涯始于环境化学，后转型为可持续投资领域，在解析新兴清洁技术公司方面具备丰富经验，并与大学捐赠基金和养老基金合作，推进责任投资的原则。 选择本课程，您将获得关于可持续投资的深入理解与实用技能，助您在保持投资收益的同时，推动环境的可持续发展。
I want to share my knowledge having worked as a stock analyst on Bay Street in Toronto advising institutional and ultra-high net worth clients on how to pick mutual funds / ETFs and build portfolios. In addition, I worked as a Consultant for the Responsible Investment Association (Canada) to identify emerging trends in responsible investing. So I have made my knowledge available on Udemy.In this course, you will learn- what does a good, low-risk portfolio look like- how to build one on your own using low-cost ETFs- how to tell if your mutual funds and ETFs are worth keeping- how to pick ETFs and mutual funds that BOTH beat the market AND has a good sustainability rating- how to transition your portfolio to a greener one without sacrificing returnsSustainable investing is not just about being sustainable. It is built on sound investment management fundamentals with an additional requirement of ESG. So in this course, you learn both at the same time!_________________________________________________________________________________Course Schedule: In this Part 1 of the course, you will learnWhat is sustainable investing and what different types of sustainable investments are there.I will start with a broad-based knowledge of what is ESG (environmental, social and corporate governance), discussing each of the 3 dimensions.After you gained a basic yet comprehensive understanding of sustainable investing,Part 2 of the course is about how to implement sustainable investing in your own portfolio. We will discuss how to build a sustainable portfolio from scratch, or if you already have a portfolio, we can discuss how to transition the portfolio to a fossil-fuel-free or sustainable one.This will cover how to pick ETFs that both outperform the market financially and sustainably.About the instructor:Hello, I am Stella Tsai. I started my career as an environmental chemist before transitioning my career into sustainable investing. I worked on the Wall Street of Canada as a Cleantech stock analyst, covering emerging cleantech companies that provide innovative solutions to environmental problems..To expand Cleantech investing into environmental, social, and corporate governance (ESG), I worked with university endowments and pension funds to help them implement UN-supported Principles of Responsible Investments (PRI) and to decarbonize their portfolios to meet carbon reduction goals by 2050. I also provide consulting to the Responsible Investment Association (of Canada) and provide investment education for individual investors.I have a BSc. in Environmental Science, MSc. Finance in Investment Management and have completed additional industry courses such as CFA Level 1 and CSC.
