The Sustainable Investing Certificate equips you with the skills to incorporate ESG factors (environmental, social, and governance) into your investment decision-making process – capabilities that are increasingly essential in today's market. Through comprehensive online learning, you'll develop the knowledge base to analyze environmental, social, and governance considerations, positioning yourself as a sustainability expert in your organization. Backed by CFA Institute global recognition, this certificate opens doors to career advancement in the rapidly growing field of sustainable finance.
PROGRAM OVERVIEW
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Overview to ESG Investing and the ESG Market
Learn about the different approaches to responsible investment and the consideration of ESG factors. This topic also explores the ESG market; its relevance, size, scope, key drivers and challenges, and risks and opportunities.
Topic weight: 8-15%
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Environmental Factors
Take a closer look at environmental factors, systemic relationships, material impacts, megatrends and approaches to environmental analysis at country, sector, and company levels.
Topic weight: 8-15%
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Social Factors
Explore social factors, systemic relationships, material impacts and approaches to social analysis at country, sector and company levels.
Topic weight: 8-15%
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Governance Factors
Understand governance factors, their key characteristics, main models and material impacts.
Topic weight: 8-15%
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Engagement and Stewardship
Learn about the purpose of investor engagement and stewardship, why they are important, the main principles, and how to apply strategies and tactics.
Topic weight: 5-10%
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ESG Analysis, Valuation and Integration
Gain an understanding of how to integrate ESG factors into the investment process, as well as the challenges associated with that. You’ll also look at how ESG factors may affect industry and company performance, and security valuation across a range of asset classes.
Topic weight: 20-30%
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ESG Integrated Portfolio Construction and Management
Learn more about the application of ESG analysis across a range of asset classes and the different approaches for ESG integration into the portfolio management process
Topic weight: 10-20%
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Investment Mandates, Portfolio Analytics and Client Reporting
Discover why mandate construction is important for the effective delivery of ESG investing. You’ll also look at the most common features of ESG investing that asset owners and intermediaries want to identify.
Topic weight: 5-10%