Make informed, ESG-influenced investment decisions. By the end of this specialization, students with basic knowledge of traditional financial products should be able to make more informed investment decisions against an ever-changing, ESG-influenced backdrop.

4.6

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Steven Levine

Offert par

Spécialisation ESG Investing: Financial Decisions in FluxCourtiers interactifs

Ce que vous allez apprendre

Describe how ESG principals originated, and how governing frameworks, strategies, and investment products are evolving in the financial markets.

Integrate ESG factors when conducting fundamental analyses and offer insights about approaches to sustainable portfolio management construction.

Analyze ESG-focused financial products such as green bonds, social bonds, and ESG-related exchange-traded funds (ETFs).

Examine how Big Data can complement fundamental analysis, and differentiate between different forms of deceptive business practices.

Compétences que vous acquerrez

Data Science
Green Assets
Risk Management
ESG history
Industry Transformation
UN Sustainable Development Goals
ESG investing strategy
ESG integration
ESG factor analysis
Commodities
Tobacco
Forestry

À propos de ce Spécialisation

2 003 consultations récentes

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

Projet d'apprentissage appliqué

Integrate ESG factors when conducting fundamental analyses, offer insights about approaches to sustainable portfolio management construction, and align ESG factors with organizational frameworks such as the UN's SDGs and SASB frameworks.

Perform evaluations of green assets, including bonds, ESG-themed ETFs, and certain stocks and commodities.

Demonstrate how to analyze asset valuation based on sentiment signals and ESG ratings.

Draw conclusions about ESG disclosures, as well as unresolved issues about accountability and how ESG investing is defined.

Certificat partageable

Obtenez un Certificat lorsque vous terminez

Cours en ligne à 100 %

Commencez dès maintenant et apprenez aux horaires qui vous conviennent.

Planning flexible

Définissez et respectez des dates limites flexibles.

Niveau débutant

Previous investment experience is helpful but not required. Familiarity with fixed-income products and exchange-traded funds (ETFs) is recommended.

Approximativement 7 mois pour terminer

Rythme recommandé de 3 heures/semaine

Anglais

Sous-titres : Anglais

Certificat partageable

Obtenez un Certificat lorsque vous terminez

Cours en ligne à 100 %

Commencez dès maintenant et apprenez aux horaires qui vous conviennent.

Planning flexible

Définissez et respectez des dates limites flexibles.

Niveau débutant

Previous investment experience is helpful but not required. Familiarity with fixed-income products and exchange-traded funds (ETFs) is recommended.

Approximativement 7 mois pour terminer

Rythme recommandé de 3 heures/semaine

Anglais

Sous-titres : Anglais

Comment fonctionne la Spécialisation

Suivez les cours

Une Spécialisation Coursera est une série de cours axés sur la maîtrise d'une compétence. Pour commencer, inscrivez-vous directement à la Spécialisation ou passez en revue ses cours et choisissez celui par lequel vous souhaitez commencer. Lorsque vous vous abonnez à un cours faisant partie d'une Spécialisation, vous êtes automatiquement abonné(e) à la Spécialisation complète. Il est possible de terminer seulement un cours : vous pouvez suspendre votre formation ou résilier votre abonnement à tout moment. Rendez-vous sur votre tableau de bord d'étudiant pour suivre vos inscriptions aux cours et vos progrès.

Projet pratique

Chaque Spécialisation inclut un projet pratique. Vous devez réussir le(s) projet(s) pour terminer la Spécialisation et obtenir votre Certificat. Si la Spécialisation inclut un cours dédié au projet pratique, vous devrez terminer tous les autres cours avant de pouvoir le commencer.

Obtenir un Certificat

Lorsque vous aurez terminé tous les cours et le projet pratique, vous obtiendrez un Certificat que vous pourrez partager avec des employeurs éventuels et votre réseau professionnel.

Cette Spécialisation compte 4 cours

Cours1

Cours 1

ESG Investing: Setting Standards & Conducting Analysis

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.

Cours2

Cours 2

ESG Investing: Industry Impacts & Transformations

Through this ESG Investing: Industry Impacts & Transformations course, students with basic knowledge of traditional financial products can explore how certain financial market sectors have been transforming, amid a heightened focus on risk factors that underpin the three pillars of ESG. For example, what led age-old, iconic companies such as Borden and Dean Foods to file for bankruptcy? How are traditional oil giants BP and Exxon Mobil managing the energy transition? And what steps are firms such as International Paper and WestRock taking to align their business operations with forestry concerns? Through a series of video, webinar, and reading modules, among other objectives, you’ll learn how to conduct critical analyses about certain market sector changes, including dairy, tobacco, energy, and forest products, as well as examine the potential role for certain commodities, as industries such as the auto sector undergo transformation. You should also be able to assess the potential impacts on the creditworthiness of certain high yield companies amid shifts in ESG strategies.

Cours3

Cours 3

ESG-focused Financial Products

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.

Cours4

Cours 4

ESG Data & Accountability

In this course, we’ll introduce students with basic knowledge of traditional financial products to data-driven resources they can use to complement their fundamental analysis. We’ll also highlight certain deceptive marketing practices that can paint a rosier picture of addressing ESG-related concerns than may actually be the case.

Moreover, many corporations appear to be growing increasingly aware of the values of the millennial generation, who, according to some industry surveys, appear to account for the vast majority of those who cite ESG as a central goal in their investment plans. We’ll dive more deeply into these topics, and through a series of video, webinar, and reading modules, among other objectives, you’ll learn to explain how Big Data and artificial intelligence may be used for actionable accountability, and describe inherent challenges in data analysis, as well as differentiate between different forms of deceptive business practices, including green washing, social washing, and pink washing, You’ll also be able to provide insights about how millennial, and younger, investors’ interests may be driving increased attention on ESG investing.

Enseignant

Steven Levine

Senior Market Analyst

24 608 étudiants

8 cours

Offert par

Courtiers interactifs

Interactive Brokers is a leading online trading solution for traders, investors and advisors, with direct global access to stocks, options, futures, currencies, bonds and funds. Find our upcoming webinars at ibkrwebinars.com , daily market commentary at tradersinsight.news, and more how to courses at tradersacademy.online

Partenaires du secteur

Foire Aux Questions

Quelle est la politique de remboursement ?
Si vous vous abonnez, vous bénéficiez d'une période d'essai gratuite de 7 jours, durant laquelle vous pouvez annuler votre abonnement sans pénalité. Ensuite, nous n'accordons plus de remboursements, mais vous pouvez annuler votre abonnement à tout instant. Consultez notre politique de remboursement complète.
Puis-je m'inscrire à un seul cours ?
Oui ! Pour commencer, cliquez sur la carte du cours qui vous intéresse et inscrivez-vous. Vous pouvez vous inscrire et terminer le cours pour obtenir un Certificat partageable, ou vous pouvez accéder au cours en auditeur libre afin d'en visualiser gratuitement le contenu. Si vous vous abonnez à un cours faisant partie d'une Spécialisation, vous êtes automatiquement abonné(e) à la Spécialisation complète. Visitez votre tableau de bord d'étudiant(e) pour suivre vos progrès.
Une aide financière est-elle possible ?
Oui. Dans certains programmes d’apprentissage, vous pouvez demander une aide financière ou une bourse d’études si vous ne pouvez pas payer les frais d’inscription. Si une aide financière ou une bourse d’études est disponible pour le programme d’apprentissage choisi, vous trouverez un lien pour faire une demande sur la page de description.
Puis-je suivre le cours gratuitement ?
Si vous vous inscrivez au cours, vous pouvez accéder à tous les cours de la Spécialisation et obtenir un Certificat lorsque vous terminez le travail. Si vous souhaitez seulement lire et examiner le contenu du cours, vous pouvez accéder gratuitement au cours en auditeur libre. Si vous n'avez pas les moyens d'acquitter les frais, vous pouvez faire une demande d'Aide Financière.
Ce cours est-il vraiment accessible en ligne à 100 % ? Dois-je assister à certaines activités en personne ?
Ce cours est entièrement en ligne : vous n'avez donc pas besoin de vous présenter physiquement dans une salle de classe. Vous pouvez accéder à vos vidéos de cours, lectures et devoirs en tout temps et en tout lieu, par l'intermédiaire du Web ou de votre appareil mobile.
Quelle est la durée nécessaire pour terminer la Spécialisation ?
Time to completion will vary based on your schedule, but we anticipate most learners being able to finish the material in 28 weeks.
What background knowledge is necessary?
Previous investment experience is helpful but not required. Familiarity with stocks, fixed-income products, commodities, and exchange-traded funds (ETFs) is recommended.
Do I need to take the courses in a specific order?
Although you can take the courses in this Specialization in any order, we recommend that you follow the suggested sequence of courses in the syllabus.
Puis-je obtenir des crédits universitaires si je réussis la Spécialisation ?
Coursera courses and certificates don't carry university credit, though some universities may choose to accept Specialization Certificates for credit. Check with your institution to learn more.
What will I be able to do upon completing the Specialization?
By the end of this specialization, students with basic knowledge of traditional financial products should be able to:
Describe how environmental, social and governance (ESG) principals originated, and how related governing frameworks, analytical strategies, and investment products are evolving in the financial markets.
Integrate ESG factors when conducting fundamental analyses on companies and offer insights about approaches to sustainable portfolio management construction.
List ways in which different industry sectors’ operations have shifted in the wake of increasing ESG-related concerns.
Analyze ESG-focused financial products such as green bonds, social bonds, and ESG-related exchange-traded funds (ETFs).
Differentiate between different forms of deceptive business practices, including green washing, social washing, and pink washing.
Rationalize 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.
Provide insights about how millennials and younger investors may be driving increased attention on ESG investing.
Explain why ESG remains a work in progress and list some anticipated developments.

D'autres questions ? Visitez le Centre d'Aide pour les Étudiants.