Green Finance
ESG Investing
Integrating sustainability into investment decisions
About this course
Why this course exists
A comprehensive course on ESG investing — covering the E, S, and G pillars, engagement and stewardship, ESG analysis and valuation techniques, portfolio construction, and client mandate design.
What you will learn
After this course you will be able to
- Apply ESG integration techniques inside a fundamental investment process
- Distinguish ESG integration, screening, thematic, and impact investing strategies
- Use the PRI principles to structure a credible responsible investment policy
- Engage portfolio companies on ESG issues and document the engagement outcomes
Course content
8 modules · 28 lessons
Walk through the modules in order or jump to a specific lesson. Each lesson is a real chapter you can open and start reading immediately.
Module 1·4 lessons
What is ESG Investing?
Foundations, history, and the market landscape
- 0.19 min read
The Spectrum of Responsible Investment
2021-Chapter1.pdf, Sections 1–2
- 0.29 min read
History & Evolution of ESG
2021-Chapter2.pdf, Section 1
- 0.37 min read
The ESG Market in Numbers
2021-Chapter2.pdf, Section 2
- 0.415 min read
Market Drivers, Stakeholders & Challenges
2021-Chapter1.pdf, Sections 3–5; 2021-Chapter2.pdf, Section 3
Module 2·4 lessons
Environmental Factors
Climate, resources, and green finance
- 1.113 min read
Climate Change & Planetary Boundaries
2021-Chapter3.pdf, Section 1A
- 1.211 min read
Natural Resources, Biodiversity & Pollution
2021-Chapter3.pdf, Sections 1B–1C
- 1.316 min read
Materiality & Risk Management for Environmental Issues
2021-Chapter3.pdf, Sections 2–5
- 1.411 min read
Climate Opportunities & Green Finance
2021-Chapter3.pdf, Sections 6–7
Module 3·3 lessons
Social Factors
Megatrends, labour, and social impact
Module 4·3 lessons
Governance Factors
Boards, accountability, and corporate oversight
Module 5·3 lessons
Engagement & Stewardship
Active ownership and investor influence
Module 6·4 lessons
ESG Analysis & Valuation
Data, ratings, and integration techniques
- 5.19 min read
Why & How Investors Integrate ESG
2021-Chapter7.pdf, Sections 1–2
- 5.212 min read
The ESG Assessment Process
2021-Chapter7.pdf, Section 3
- 5.312 min read
ESG Data, Ratings & Research Providers
2021-Chapter7.pdf, Sections 4–6
- 5.413 min read
Fixed Income, Credit & ESG Scoring
2021-Chapter7.pdf, Section 7
Module 7·4 lessons
ESG Portfolio Construction
From asset allocation to passive strategies
- 6.114 min read
ESG in Strategic Asset Allocation
2021-Chapter8.pdf, Section 1
- 6.211 min read
Screening Strategies & Asset Class Application
2021-Chapter8.pdf, Sections 2–4
- 6.314 min read
ESG Indices, Benchmarks & Passive Investing
2021-Chapter8.pdf, Sections 3, 6
- 6.420 min read
Risk-Return Dynamics of ESG Portfolios
2021-Chapter8.pdf, Section 5
Module 8·3 lessons
Client Mandates & Reporting
Aligning investment with client ESG beliefs
Continue your path
This course is part of 1 curated path
Each path is a sequence of five courses designed to take a practitioner from first principles to defensible output. Pick one to see where this course fits.