REF: | 15489_309995 |
DATE: | 02 - 06 Jun 2025 06.Jun.2025 |
LOCATION: |
Boston (USA) |
INDIVIDUAL FEE: |
5500 Euro |
Introduction:
ESG investing refers to investing in line with ESG considerations; socially responsible investing in companies which are not detrimental to a society, but which contribute towards positive societal change through their positive social and environmental profiles.
Value-based investing adds ESG consideration on top of traditional security analysis, on the contrary, values-based investing screen/filter companies based an investor’s values/beliefs. In between these exist the specific implementations of ESG that we aim to highlight through this training.
Course Objective:
At the end of this course the participants will be able to:
- Determine Negative screening and Positive screening
- Determine Best-in-class screening
- Full integration to explicit inclusion of ESG factors into traditional security analysis.
- Overlay/portfolio tilt
- Look for to prevent Risk factor/risk premium investing
- Analyze ESG information in determination of systematic risk.
- Focus on Thematic investing.
Course Outlines:
Unit 1: Introduction to Analysis of the ESG factor and its impact on financial profitability
- Negative effects of capitalism and production on the world
- Frameworks and actions to drive the change
- Global Regulation and Governments’ actions: The UNFCC
- The Kyoto Protocol
- The Paris Agreement
- The 2030 Agenda and the SDGs
- Actions from companies: industrial and financial alliances and/or frameworks
Unit 2: ESG and Sustainability in Investments: the concrete side
- Definition of ESG concept
- ESG Scoring: different approaches and their background logic
- Applying the ratings: investment approaches and sustainable financial instruments
Unit 3: Is ESG-Based Investing Profitable?
- Market perspective: historical performance indicators
- Literature’s debate on ESG factor’s impact on credit risk ratings
- Internal perspective: effects on corporate intrinsic valuation
- Net Sales
- Operating Costs
- Financial Costs and DCF valuation
- Transaction perspective: effects on relative valuation
Unit 4: Analysis of ESG Positive Impact on Financial Performances
- Portfolio analysis: Companies
- Data
- Methodology
- Results
Unit 5: Portfolio analysis: Funds
- Data
- Methodology
- Results