ESG Investing (Online)

Building and Managing a Sustainable Global Portfolio

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Course Dates

STARTS ON

December 16, 2021

Course Duration

DURATION

7 weeks, online
4-6 hours per week

Course Duration

An Evidence-Based Approach to Sustainable Investing

What started as a corporate social responsibility initiative by the United Nations 20 years ago has swelled into the Environmental, Social, and Governance (ESG) movement. Many financial institutions and organizations have launched sustainability initiatives related to its governance, but there are critical questions to ask as we evaluate ESG investments, such as:

  • What are the key differences between public equity and public debt investing and between public and private markets?
  • What are the key regulatory efforts in ESG investing in the United States, Europe, and China?
  • How does a portfolio manager incorporate ESG factors into investment analysis?
  • How are investors thinking about climate change risk, and is there a useful framework that helps simplify this topic for capital allocators?

It is predicted that ESG assets could hit $53 trillion by 2025, a third of global assets under management.

Source: Bloomberg, 2021

Key Takeaways

After taking this program, you will be able to:

  • Examine the origins of the stakeholder movement, which forms the basis for ESG investing
  • Utilize ESG reporting frameworks appropriate for your industry
  • Analyze ESG ratings and supplementary data to ensure sound investment decisions
  • Explain how organizations are responding to climate risk
  • Use ESG data to inform stock picks and portfolio allocation decisions
  • Describe the future of ESG investing and how it will evolve

Who Should Attend

While there are no specific prerequisites in terms of content knowledge, this program is designed for those who have experience in corporate finance, investment management, or banking.

Senior executives who seek to understand the current sustainable investing landscape and incorporate sustainability factors into their organizations' financial and investment decisions

Mid-Career managers and analysts who serve in finance or investment functions and play a key role in their organizations' financial matters

Program Modules

This program covers finance and sustainability as integrated subjects, beginning with an introduction to financial and investment principles and ending with financial analysis, financing, and valuation.

Module 1:

Shareholders vs. Stakeholders

Examine the origins of the stakeholder movement, which forms the basis for ESG investing.

Module 2:

ESG Information Landscape — Definitions and Measurement

Choose an ESG reporting framework that is appropriate for your industry, and learn how ESG ratings are calculated.

Module 3:

ESG Metrics

Analyze ESG ratings and supplementary data to ensure sound investment decisions.

Module 4:

Climate and Net Zero — The Science and the How

Identify the risks associated with climate change, understand how organizations are responding to climate risk, and determine whether climate risk is reflected in asset prices.

Module 5:

Integrating ESG Metrics into Portfolio Allocation

Analyze claims made by both funds and organizations about their sustainability efforts and examine how organizations deal with transition risk.

Module 6:

The Future of Sustainable Investing

Delve into the future of ESG investing and examine the three pillars of sustainable investing: intangibles, climate, and sustainability-based products.

Module 1:

Shareholders vs. Stakeholders

Examine the origins of the stakeholder movement, which forms the basis for ESG investing.

Module 4:

Climate and Net Zero — The Science and the How

Identify the risks associated with climate change, understand how organizations are responding to climate risk, and determine whether climate risk is reflected in asset prices.

Module 2:

ESG Information Landscape — Definitions and Measurement

Choose an ESG reporting framework that is appropriate for your industry, and learn how ESG ratings are calculated.

Module 5:

Integrating ESG Metrics into Portfolio Allocation

Analyze claims made by both funds and organizations about their sustainability efforts and examine how organizations deal with transition risk.

Module 3:

ESG Metrics

Analyze ESG ratings and supplementary data to ensure sound investment decisions.

Module 6:

The Future of Sustainable Investing

Delve into the future of ESG investing and examine the three pillars of sustainable investing: intangibles, climate, and sustainability-based products.

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Program Experience

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Live Webinars with Faculty

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Industry Examples with Real-World Financial Documents

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Case Studies

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Weekly Assignments

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Peer Learning and Feedback

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Dedicated Program Support Team

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Mobile Learning App

Program Faculty

Profile picture of programme faculty, Shivaram Rajgopal

Shivaram Rajgopal

The Kester and Byrnes Professor of Accounting and Auditing at Columbia Business School

Shivaram Rajgopal served as the vice dean for research at Columbia Business School from 2017–2019. He is a leading expert in measuring how well managers serve as responsible stewards of their organizations' resources... More info

Guest Speaker

Faculty Member Aniket Shah

Aniket Shah

Managing Director and Global Head of Environmental, Social, and Governance (ESG) and Sustainability Research at Jefferies Group LLC

Case Studies

BP Chevron

Several large oil and gas organizations have promised to reach net zero carbon emissions. However, these organizations vary widely in their motivations, preparedness, and strategies. This case goes behind the net zero headlines to evaluate whether the energy transition plans by two organizations from both sides of the Atlantic are credible.

Verizon

An increasingly popular form of financing ESG projects is the issuance of bonds linked to sustainability goals. This case considers Verizon’s issue of a green bond linked to promised cuts in carbon emissions. We take a deep dive into the terms of the bond issue, how the proceeds were promised to be deployed, what default means with green targets, and whether the issue enjoyed a green premium in terms of interest savings. Participants are asked to assess the bond issue: did the bond deliver in terms of social impact, and was it a good business decision to issue the green bond?

Tesla

Tesla is the darling of the ESG world due to the unprecedented increase in its market valuation in anticipation of its entry into the S&P500 index. But is there more to Tesla’s ESG credentials than meets the eye? This case is a deep dive into assessing how executives seek Tesla’s ESG actions and policies. Participants have to assess whether Tesla truly deserves its ESG halo.

Certificate

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Certificate

Upon completion of the program, participants will receive a certificate of participation from Columbia Business School Executive Education and two days towards a Certificate in Business Excellence.

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Your digital verified certificate will be issued in your legal name and emailed to you, at no additional cost, upon completion of the program, as per the stipulated requirements. All certificate images are for illustrative purposes only and may be subject to change at the discretion of Columbia Business School Executive Education.

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