This course is the second part of the project "From ESG Integration to Impact Investing" funded by the European Union. The University of Liechtenstein as organizer brings together three outstanding European Universities: UNED from Madrid, Sapienza University and Unitelma Sapienza from Rome. The aim of the collaboration is to develop three open online courses for different target groups within three years.
Course Details
| Language | English |
| Duration | 14 chapters |
| Effort | 1 hrs/chapter |
Description
This course is designed for use in tertiary education, especially for students in finance. Compared to the first online course (O1), this course is focusing more on SRI or sustainable finance, at the level of advanced Bachelor’s and Master’s students.
After completion of this course participants will have gained deeper insights into sustainable finance. In addition, they will understand the risk-adjusted performance, and they will know the financial instruments for use in sustainable investing - thus - they understand the specific importance of some sustainable investing approaches as well as niche position of other approaches.
This course will cover important concepts like the differences in the existing seven sustainable investment approaches in use worldwide, risk-adjusted performance of SRI, ESG rating, its production and related empirical studies, impact and community investments, the relationship between ESG integration and Social Development Goals (SDGs), types of investment projects and financial instruments in use. Participants will learn about differences in sustainable impact across existing investment strategies and financial instruments. Impact measurement and comparability across investment projects will also be addressed.
Plan
Part 1
Unit 1. Transformation to a Sustainable Society
Unit 2. Sustainable Investing
Unit 3. Sustainable Investors’ Preferences: ESG investors vs. impact investors
Part 2
Unit 4. Positive and Negative Screening, Norms-based and Themed Screening
Unit 5. ESG integration
Unit 6. Shareholder engagement
Unit 7. Impact Investing
Unit 8. SDG Investing
Unit 9. Comparisons across Investment Strategies
Part 3
Unit 10. Purpose and Importance of Green Bonds and sustainable loans
Unit 11. Equity investment, exchange traded vs. private equity
Unit 12. Sustainable Mutual Funds as a Form of indirect Investing
Unit 13. Sustainable Stock Indices and Exchange Traded Funds
