The entry-level module provides an introduction and short overview of sustainable and responsible investment. After successfully completing the course you will have a basic, general understanding of SRI and understand why it is important for you to discuss this area of investment with your clients.
| Module 1 | Module 1 - What is Sustainable & Responsible Investing? |
| Unit 1 | Demystifying different names for a similar target |
| Unit 2 | A brief history of Sustainable Investing |
| Unit 3 | SRI is closely linked to Corporate Stewardship |
| Unit 4 | The "Triple Bottom Line" |
| Unit 5 | Defining Sustainable (and Responsible) Investing |
| Unit 6 | Module 1 Questions |
| Module 2 | Module 2 - Why are investors adopting SI? |
| Unit 1 | Climate change |
| Unit 2 | Circular economy |
| Unit 3 | Digitalization |
| Unit 4 | Demographic shifts |
| Unit 5 | Case study – Tesla |
| Unit 6 | How does Sustainable Investing relate to ethics? |
| Unit 7 | Module 2 Questions |
| Module 3 | Module 3 - How is SI implemented? |
| Unit 1 | Common approaches to sustainable and responsible investing |
| Unit 2 | Exclusion |
| Unit 3 | Positive selection |
| Unit 4 | Thematic focus |
| Unit 5 | Integration |
| Unit 6 | The state of the Sustainable Investment market in the US / Europe |
| Unit 7 | Module 3 questions |
| Module 4 | Module 4 - How does it relate to financial performance? |
| Unit 1 | Does sustainable and responsible investment (SRI) sacrifice investment returns to principles? |
| Unit 2 | The question of materiality |
| Unit 3 | Growing body of studies backing the positive financial impact of ESG integration |
| Unit 4 | Module 4 questions |
| Module 5 | Module 5 - How to measure sustainable impact? |
| Unit 1 | Carbon Footprint |
| Unit 2 | Other ESG impact indicators |
| Unit 3 | UN Sustainable Development Goals |
| Unit 4 | Module 5 questions |
| Module 6 | Module 6 - How can investors influence companies? |
| Unit 1 | Corporate Stewardship |
| Unit 2 | Dialogue with corporate issuers |
| Unit 3 | Voting |
| Unit 4 | Module 6 questions |
| Module 7 | Module 7 - How to recognize an ESG strategy? |
| Unit 1 | How can investors compare different sustainable investment funds? |
| Unit 2 | Sustainability labels |
| Unit 3 | European Sustainable Finance Initiative |
| Unit 4 | PRI Ratings |
| Unit 5 | Morningstar Globes |
| Unit 6 | The Difference Between Labels and Ratings |
| Unit 7 | Module 7 questions |
| Module 8 | Module 8 - How does fiduciary duty interacts with SI? |
| Unit 1 | Sustainable Investing and Fiduciary Management |
| Unit 2 | The Evolving U.S. Fiduciary Standard |
| Unit 3 | Broadening scope of fiduciary duty in Europe |
| Unit 4 | Materiality and Fiduciary Responsibility |
| Unit 5 | Module 8 Questions |
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