Sustainable Investing And Esg For Value Investors

What you'll learn
Learn the basics of sustainability
Explore sustainable investing strategies
Learn how to identify sustainable companies
Combine sustainable investing and value investing
Requirements
Basic knowledge about stock market investing is helpful
Description
"Sustainable Investing" and "ESG" are far more than temporary trends at the financial markets. They are essential to transform our global economy and get back into balance with our planet earth.First you will learn the basics of sustainability and how politicians are trying to set a framework to enforce the sustainable transformation worldwide.Afterwards we show you how the financial markets can influence the direction of economic development, and which are the current trends and problems.After presenting the sustainable investing strategies, you will get to know a variety of criteria to identify sustainable companies on your own.Through the combination of these sustainable criteria and the financial criteria of traditional value investing, you will be able to build a successful and sustainable portfolio.This is what we call "Sustainable Value Investing".Practical application:Create a theoretical ESG portfolio of at least five sustainable companies.You can use negative screening to exclude certain industries right from the beginning.For the remaining industries, the ESG criteria from chapter 5 will guide you to identify the most sustainable companies.After verifying the ESG criteria for these companies, don't forget to also conduct a financial analysis to see whether the selected companies are profitable, stable, and undervalued at the stock market.If they don't, you need to continue the ESG screening process and identify more companies.Post your result in the project to inspire other students.
Overview
Section 1: Introduction
Lecture 1 Introduction
Section 2: 1. Basics of Sustainability
Lecture 2 1.1 Economic Developments
Lecture 3 1.2 Demand of Resources
Lecture 4 1.3 Limited Growth and Earth Overshoot Day
Lecture 5 1.4 Climate Change
Lecture 6 1.5 New Prioritization of Needs
Lecture 7 1.6 Sustainable Transformation
Section 3: 2. Political and Corporate Framework
Lecture 8 2.1 UN Sustainable Development Goals
Lecture 9 2.2 Rio Agenda 21, Kyoto Protocol and Parisian Climate Contract
Lecture 10 2.3 Laws and Guidelines
Lecture 11 2.4 CSR and CC
Lecture 12 2.5 PPP, TBL and ESG
Section 4: 3. ESG at the Financial Markets
Lecture 13 3.1 International Financial Markets
Lecture 14 3.2 ESG Market Size and Growth
Lecture 15 3.3 The extended Magic Triangle
Lecture 16 3.4 Sustainability and Performance
Lecture 17 3.5 Greenwashing and Fraud
Section 5: 4. Sustainable Investing Strategies
Lecture 18 4.1 UN PRI Guide for ESG Investors
Lecture 19 4.2 Sustainable Funds and ETFs
Lecture 20 4.3 Negative Screening / Exclusion
Lecture 21 4.4 Positive Screening / Best-in-class
Lecture 22 4.5 Sustainability-focused Industries
Lecture 23 4.6 Long-term Investing
Section 6: 5. Identifying Sustainable Companies
Lecture 24 5.1 Overview of ESG criteria
Lecture 25 5.2 Country and Working Conditions
Lecture 26 5.3 Industries and Business Models
Lecture 27 5.4 Management Values and Vision
Lecture 28 5.5 Product, Technology and Innovation
Lecture 29 5.6 Resources, Energy, Waste and Emissions
Lecture 30 5.7 Supply-Chain-Management
Lecture 31 5.8 Compliance and Risk Reduction
Lecture 32 5.9 Environmental and Social Engagement
Lecture 33 5.10 Certificates and Labels
Lecture 34 5.11 Sustainability Ratings
Section 7: 6. Financial Analysis
Lecture 35 6.1 Diversification and RIsk Management
Lecture 36 6.2 Profitability
Lecture 37 6.3 Stability
Lecture 38 6.4 Dividends
Lecture 39 6.5 Financial Ratios
Lecture 40 6.6 Intrinsic Value
Lecture 41 6.7 Margin of Safety
Lecture 42 Case Study for Financial Analysis and Company Selection
Section 8: Bonus Section: Fundamental Investing Strategies
Lecture 43 Value Investing
Lecture 44 Quality Investing
Lecture 45 Dividend Investing
Lecture 46 Growth Investing
Lecture 47 Counter-cyclical Investing
People who want to grow their wealth at the stock market,People who want to invest in a sustainable way,People who want to make an impact on society and environment,People who want to pick their own stocks to build a portfolio

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