Sustainable Investing And Esg For Value Investors

Master the concepts of Sustainable Investing and ESG and apply them successfully to your Value Investing portfolio

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