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Sustainability Series

Equity Analysis Of Sustainable And Responsible Investments

Course Objective:

This course is to introduce the emerging analysis approach of sustainable and responsible investments. Both financial and non-financial performance analysis will be considered.

 

Duration:

6 hours

Course Content:

  • Describe the state of ESG integration into equities and explain how it could improve both financial and non-financial returns

  • Explain why and how companies should connect sustainability to their competitive position, business model, intangible assets, and strategy

  • Explain the (over)reliance on market metrics in traditional finance

  • Explain the link between ESG integrated analysis, understanding of companies, their value drivers, and their investment case

  • Explain how and why the societal function of finance can be exercised more thoroughly in a fundamental approach to equity investing

  • The difference between ESG investing and impact investing



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