In this module the student will learn the basics of Sustainable Investments. Course covers main topics of ESG criteria (Environmental, Social and Governance).
As an introduction of the course the main investment principles are covered. Risk and return aspects will be interpreted and sustainable investments aspects will be covered in order to improve fund or portfolio investment returns and risk profiles. Different approaches to sustainable investments are also presented by external specialists like fund managers and practitioners.
After the course student is able to identify and reflect elements of ESG in different asset classes and compare different tools and strategies in supporting Sustainable Investments.
Contents
Describe and interpret current trends in the area of sustainable finance
Identify different sustainable asset classes and instruments
Compare different types of sustainable finance products
Critically evaluate sustainability risks and opportunities
Demonstrate critical thinking in the field of sustainable investments practices
Identify and discuss conditions for countries to benefit from growing sustainable investment opportunities
Explain the process of creating functional sustainable asset allocation
Implementation methods, Demonstration and Work&Study
Contents
1. Introduction to Investments
2. Introduction to Sustainable Investments, ESG
3. Introduction to Case Assignment
4. Sustainable Investment Strategies
4. Examples of Green Investments in Practice
5. Workshop of Project assignments
6. Presenting assignments, conclusions, assessment and feedback of the course
Learning materials
Course material will be available in Moodle including assignments, presentations and literature.
Case work and other assignments related to course content will be returned to Moodle
Intro
In this module the student will learn the basics of Sustainable Investments. Course covers main topics of ESG criteria (Environmental, Social and Governance).
As an introduction of the course the main investment principles are covered. Risk and return aspects will be interpreted and sustainable investments aspects will be covered in order to improve fund or portfolio investment returns and risk profiles. Different approaches to sustainable investments are also presented by external specialists like fund managers and practitioners.
After the course student is able to identify and reflect elements of ESG in different asset classes and compare different tools and strategies in supporting Sustainable Investments.
Further information
Student will study the course independently in Moodle.
Internationality
This course was piloted as a part of SuFi-project with international cooperation together with partners from Åland, Estonia and Liethuania. The project was funded by EU Interreg Central Baltic funds.
Starting level and linkage with other courses
Starting level: none.
Linkage with other courses:
FIE8LH103 Sustainable development and climate change (5 ects) and
FIE8LH105 Future Megatrends and Vocational Skills (5 ects)
Assessment criteria
Assessment criteria - grade 1
Knowledge
You know the key concepts of Sustainable Investments and ESG criteria issues within the course’s scope, but are yet to develop the general view and the big picture of the subject matter.
Skills
You can complete given tasks, such as case work and assignments with assistance. You need to develop how to apply knowledge.
Competence
You demonstrate some ability to perform skills and have basic knowledge, but you have difficulty to manage without assistance.
Assessment criteria - grade 3
Knowledge
You know the key concepts of Sustainable Investments and ESG criteria issues and can explain how the theories and models function and the tools are used. You have a general view of the subject matter.
Skills
You complete given tasks such as case work and assignments independently. You can reflect your own practice and identify ways to improve.
Competence
You demonstrate sufficient ability to perform skills and have basic to good knowledge. You can perform independently, but you have some challenges in passing on your skills and knowledge to others. You have an interest in continuous development.
Assessment criteria - grade 5
Knowledge
You have a strong command of the key and related concepts of Sustainable Investments and ESG criteria issues. You can critically evaluate theories, models and tools. You can demonstrate explicit knowledge of the subject matter, and how it relates to other disciplines.
Skills
You apply knowledge in demanding case work and advanced assignments. You can prioritize and critically select framework and methods for solving complex problems in the subject matter.
Competence
You execute skills with natural proficiency and you have detailed and explicit knowledge. You can perform independently and you are also able and actively willing to help others develop and pass on your skills. You have an attitude of continuous development.