Ce cours fait partie de la Spécialisation ESG Investing: Financial Decisions in Flux

Steven Levine

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As ESG investing continues to evolve, so do the funding mechanisms many companies, organizations, and governments use to finance their stated goals. Indeed, ESG-focused financial products, or ‘green assets’, have been  growing in volume – as well as by type. In the fixed income space alone, instruments available to investors include green bonds, social bonds, sustainability-linked bonds, climate awareness bonds, gender bonds, and others – not to mention a growing list of ESG-themed exchange-traded funds (ETFs).
Through this series of videos, webinars, and readings, students with basic knowledge of traditional financial products (e.g., bonds, ETFs) will learn how to describe various characteristics of green assets, including the supply, demand, and performance of green bonds, as well as holdings of certain ESG-themed ETFs, and discuss the recent growth of related fund flows. They should also be able to explain the principles and frameworks behind the issuance of different ESG-related fixed income products, as well as provide insights into how certain government and central bank policies may pose some critical challenges in this space.

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Cours 3 sur 4 dans le

Spécialisation ESG Investing: Financial Decisions in Flux

Niveau débutant

Previous investment experience is helpful although not required. Familiarity with fixed income products and ETFs is recommended.

Approx. 22 heures pour terminer

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Ce que vous allez apprendre

Describe various characteristics of green assets, including the supply, demand, and performance of green bonds.
Discuss how ESG fund flows have evolved.
Evaluate and compare certain ESG-themed ETFs
Explain the principles and frameworks behind the issuance of different ESG-related fixed income products.

Compétences que vous acquerrez

ICMA Principles and Guidelines
Green Asset Analysis
Green Bonds
Social Bonds
ETFs

Dates limites flexibles

Réinitialisez les dates limites selon votre disponibilité.

Certificat partageable

Obtenez un Certificat lorsque vous terminez

100 % en ligne

Commencez dès maintenant et apprenez aux horaires qui vous conviennent.

Cours 3 sur 4 dans le

Spécialisation ESG Investing: Financial Decisions in Flux

Niveau débutant

Previous investment experience is helpful although not required. Familiarity with fixed income products and ETFs is recommended.

Approx. 22 heures pour terminer

Anglais

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Enseignant

Steven Levine

Senior Market Analyst

40 968 étudiants

8 cours

Offert par

Courtiers interactifs

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Programme de cours : ce que vous apprendrez dans ce cours

Semaine

Semaine 1

2 heures pour terminer

An Introduction to Green Assets

This module centers on several types of green assets, including green bonds and social bonds, and the International Capital Market Association’s (ICMA) role in providing the driving principles behind their issuance. You should be able to explain who is selling these instruments, as well as some of the fixed-income related risks inherent in these types of products. Other green assets such as ESG-themed ETFs, and certain commodities are also introduced.

2 heures pour terminer

2 vidéos (Total 10 min), 3 lectures, 3 quiz

Semaine

Semaine 2

2 heures pour terminer

Fixed Income Product Perspectives - Truvalue Labs (Parts 1-3)

This webinar, “The Global State of GSSS Bonds”, presented by James Cardamone, associate director of ESG product at FactSet-owned Truvalue Labs, takes a deeper look at some of the financial instruments associated with ESG investing – many of which have recently witnessed an increasing groundswell of supply and demand. Through this presentation, you should acquire a better picture of ESG-related fixed income products, such as green, social, sustainable, and sustainability-linked bonds, how to analyze them, and, ultimately, make better informed investment decisions. Among other topics, Cardamone explores the allure behind these fixed-income products, who is selling and buying them, how they differ from conventional bonds, and what purposes they serve within the ESG investing sphere.

2 heures pour terminer

3 vidéos (Total 18 min), 3 lectures, 1 quiz

3 vidéos

GSSS Market Overview6 min

Brief History & Growth of GSSS Issuance5 min

Green Bonds: Consumer Composition and Considerations5 min

3 lectures

The Global State of GSSS Bonds - Handout Presentation10 min

Climate Bonds Initiative - Sustainable Debt - Global State of the Market (2020)45 min

Alphabet issues sustainability bonds to support environmental and social initiatives10 min

1 exercice pour s'entraîner

Fixed Income Product Perspectives - Truvalue Labs (Parts 1-3) - Quiz30 min

Semaine

Semaine 3

1 heure pour terminer

Fixed Income Product Perspectives - Truvalue Labs (Parts 4-5)

1 heure pour terminer

2 vidéos (Total 13 min)

Semaine

Semaine 4

10 heures pour terminer

Fixed Income Product Perspectives - Truvalue Labs (Parts 6-7)

10 heures pour terminer

2 vidéos (Total 8 min), 2 lectures, 2 quiz

Semaine

Semaine 5

3 heures pour terminer

ESG-themed Exchange-traded Funds

The next series of videos introduces you to ESG-themed ETFs, another asset class in the sustainability-related space, including a broad overview by Ron DeLegge, founder of ETFguide and host of the series ETF Battles. In that introduction, DeLegge offers insights into how standards vary across these products, as well as presents four of the top US-listed ETFs by assets, which may be used to begin your research. DeLegge is then joined by two analysts, who compare and contrast three index-based, ESG-focused ETFs from iShares and Vanguard – with their evaluations formed on the bases of cost, exposure strategy, performance, and more – demonstrating how you can follow their analytical strategies for your own investing decisions.

3 heures pour terminer

2 vidéos (Total 24 min)

Semaine

Semaine 6

5 heures pour terminer

Reading Reinforcements

Readings in this module home in on the principles underlying different types of ESG-related fixed income products, examines certain specific bonds, as well as delves into certain government policy underpinning the rise of green asset supply, product diversity, and fund flows. We’ve also provided some commentary and research that addresses certain critical challenges of green bonds that you may factor into your analyses.

5 heures pour terminer

1 vidéo (Total 1 min), 12 lectures, 3 quiz

1 vidéo

Reading Reinforcements59s

12 lectures

ICMA - Sustainability Bond Guidelines15 min

ICMA - Sustainability-linked Bond Principles25 min

AMMC - Gender Bond Guidelines45 min

Bank of America - Fifth Corporate Green Bond for $2 Billion (Oct 2019)10 min

IBKR - SMFG Sells Green Bonds As Climate Change Gains Ground (Jan 2021)10 min

Apple - $4.7 billion Green Bond spend is helping to create 1.2 GW of clean power (Mar 2021)10 min

Moody's - Sustainable bond issuance hits record high in Q3 as green bonds recover (Nov 2020)10 min

IDB Invest - Gender Bond (Mar 2021)10 min

Lipper - ESG-SRI U.S. Funds Steadily Attract Inflows (July 2021)10 min

Reuters - Investors storm into alternative energy funds (Jan 2021)10 min

Baker McKenzie - Critical Challenges Facing the Green Bond Market10 min

WSJ - Fixing Climate Change Is Not the Central Bank's Job (July 2021)10 min

1 exercice pour s'entraîner

ESG Fund Flows - Quiz45 min

À propos du Spécialisation ESG Investing: Financial Decisions in Flux

As ESG investing continues to evolve towards a global standard, certain initiatives such as the UN’s sustainable development goals, and the Paris Agreement on climate change, have already spurred significant changes across the financial markets.

As the title of this specialization suggests, financial decisions by investors, as well as capital deployment by companies, organizations, and governments, have been shifting amid increasing attention to environmental, social, and governance-related concerns. By the end of this specialization, students with basic knowledge of traditional financial products (e.g., stocks, bonds, exchange-traded funds, commodities) should obtain a solid background on how ESG investing principles originated, and how related governing frameworks, analytical strategies, and investment products are evolving in the financial markets, including a proliferation of various fixed-income instruments and thematic ETFs. Moreover, you'll acquire insights into some of the benefits and drawbacks of Big Data as a complement to fundamental analysis, and how developments in data science, including machine learning, natural language processing (NLP), and sentiment analysis algorithms, may be used for actionable accountability. You will further be able to detail why ESG investing remains a work in progress and list some anticipated developments for its future. We look forward to you joining us! For more information about Interactive Brokers, visit https://ibkr.com

ESG Investing: Financial Decisions in Flux

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ESG-focused Financial Products

À propos de ce cours

Ce que vous allez apprendre

Compétences que vous acquerrez