SRI

Overview :

The Sustainable and Responsible Investment (SRI) course focuses on integrating environmental, social, and governance (ESG) criteria into investment decisions. This course is designed for investors, financial analysts, and portfolio managers who aim to achieve financial returns while promoting positive societal impact.

Key Takeaways :

• Understanding the principles and importance of sustainable and responsible investing.
• Learning how to evaluate investments based on ESG criteria.
• Developing strategies for integrating ESG factors into investment portfolios.
• Assessing the impact of ESG investments on financial performance.
• Navigating regulatory requirements and industry standards for SRI.

Course Content : 

• Introduction to Sustainable and Responsible Investment
  • Definition and history of SRI
  • Overview of ESG criteria
• Evaluating ESG Investments
  • Techniques for assessing ESG performance
  • Tools and resources for ESG analysis
• Integrating ESG Factors into Investment Decisions
  • Developing an ESG investment strategy
  • Portfolio construction and management with ESG integration
• Impact of ESG Investments
  • Measuring the financial and social impact of ESG investments
  • Case studies of successful ESG investment strategies
• Regulatory Requirements and Industry Standards
  • Overview of global and regional ESG regulations
  • Understanding industry standards and best practices for SRI

Course Deliverables :

• Case studies on the impact of ESG investments on financial and social outcomes.
• Practical exercises in evaluating and selecting ESG investments.
• Tools and templates for integrating ESG factors into investment decisions.
• Role-playing scenarios for engaging with stakeholders on ESG issues.
• Development of a comprehensive ESG investment strategy.
• Final project on designing and managing an SRI-focused investment portfolio.