The Theory and Practice of Sustainable Investing

Catalog description

1st century investors face a broadening and deepening array of Environmental, Social, and Governance (ESG) risks and opportunities. Climate change, water scarcity, community conflict, resource depletion, supply chain breakdowns, worker well-being and economic inequality pose material challenges that make sustainability an imperative for successful investors and the companies they choose to invest in. This course will couple theory with the practice of Sustainable Investing (SI). We will examine current ESG investment and corporate strategies, trends, future scenarios, players, and frameworks and integrate that theory with practical investment performance analysis, metrics, and studies of data, screens, asset classes, and diversification. The course maximizes student interaction with industry leaders and is taught through a mix of case studies, analyst reports, and lectures. Students gain perspectives from assessing fund manager strategies and perform quantitative and qualitative analysis in conjunction with the development of stock pitches for possible direct investment as concentrated positions within a portfolio.