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.

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Steven Levine

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Специализация ESG Investing: Financial Decisions in FluxInteractive Brokers

Чему вы научитесь

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.

Приобретаемые навыки

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

Специализация: общие сведения

Недавно просмотрено: 2 878

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

Проект прикладного обучения

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.

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Начальный уровень

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

Ориентировочное время на прохождение: 7 месяцев

Рекомендуемый темп: 3 ч/неделю

Английский

Субтитры: Английский

Сертификат, ссылками на который можно делиться с другими людьми

Получите сертификат по завершении

Только онлайн-курсы

Начните сейчас и учитесь по собственному графику.

Гибкий график

Установите гибкие сроки сдачи заданий.

Начальный уровень

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

Ориентировочное время на прохождение: 7 месяцев

Рекомендуемый темп: 3 ч/неделю

Английский

Субтитры: Английский

О специализации

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Специализация включает несколько курсов: 4

Курс1

Курс 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.

Курс2

Курс 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.

Курс3

Курс 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.

Курс4

Курс 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.

Преподаватели

Steven Levine

Senior Market Analyst

17 764 учащихся

8 курсов

от партнера

Interactive Brokers

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

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Когда вы регистрируетесь на курс, то можете получить доступ ко всем курсам в специализации. Кроме того, вы получаете сертификат о прохождении курса.Просто ознакомиться с содержанием курса можно бесплатно. Если стоимость обучения для вас слишком велика, вы можете подать заявку на финансовую помощь.
Действительно ли это полностью дистанционный курс? Нужно ли мне посещать какие-либо занятия лично?
Это полностью дистанционный курс, потому вам не нужно ничего посещать. Все лекции, материалы для самостоятельного изучения и задания доступны всегда и везде по Интернету и с мобильных устройств.
Сколько времени занимает получение специализации?
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.
Получу ли я зачеты в университете за прохождение специализации?
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.

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