Ensure your investment strategies are driven by environmental, social, and governance factors. This course will equip you with the insights, frameworks, and skills to evaluate environmental, social, and governance (ESG) factors and measure and manage impact resulting from investments.
This course can be done as a standalone course in Sustainable Investing: ESG Investment Strategy Making and can also be combined with the introductory course Sustainable Investing: Introduction to Strategies and Tactic that will be offered the week before this one. In that case, you can book the two weeks track: Sustainable Investing.
This programme explores this rising industry and gives you the skills to navigate the terminology, activity, drivers and participants of the Environmental, Social, and Governance (ESG) ecosystem. The programme prepares you to harness ESG data to drive financial performance and investment strategies, and ocuses primarily on equipping you to make (more) informed analyses and decisions when investing in sustainable assets and products.
The Sustainability course focusses heavily on the definition, history and tactics of investing. With increasing pressure from regulators, investors and consumers, Sustainable Finance and Investing has moved from a niche concept to a globally recognized strategic priority. This form of financial services, which addresses Environmental, Social, and Governance (ESG) factors in investment decisions, is key to addressing some of our global challenges and helping professionals and organizations achieve long-term profitability and success.
You will explore the challenges of ESG factors within the context of investment decision- making, as well as their effect on asset pricing and portfolio management models. Using data, you will learn to assess the impact of an investment and examine the role of ESG in debt, novel fixed-income products, and private equity investments. You will delve into the evolving sustainable investing landscape, understand how to incorporate ESG factors into investment decisions, gain insights into climate risk and how to incorporate those implications into financial models, and develop your own perspective on the interaction of investing and impact.
This course is a logical follow-up of (B24) Sustainable Investing: Introduction to Strategies and Tactic
We will cover the following topics:
Frank Conjaerts, CPE
The programme is intended for students in banking, accounting and finance of advanced bachelor or at master level, and for those interested in becoming investment professionals, finance advisors, consultants, and business and non-profit leaders. This course is open to students.
If you have no or a limited background in finance or banking, we advise you to first take part in the five-day course ‘Introduction to Finance and Banking’ and then take this course as a follow-on.
A good command of English is necessary! Given the interactive nature of teaching, students must have the capabilities to actively contribute in class and communicate (understand and speak) in English well, ideally min level B1.
In short, you will learn how to:
This course represents 53 hours of workload (including lectures, workshops, assignments, project work and company visit)
Please note: You must attend all learning activities (e.g. workshops, fieldwork) to be able to receive the Certificate of Participation and/or the credits for this course, unless absence is officially approved by the teachers and the coordinator of the Utrecht Summer School.
The course fee presented, applies to all students currently enrolled in a bachelor, master or PhD programme and to 'Fresh Alumni'. If this applies to you and you therefore believe that you are eligible for this fee, please mention this in your motivation when applying for this course.
If not, a professional fee of €936 is applicable, and will be invoiced and visible for you in your account once you are accepted to the course.
Please note: if you do not provide proof that you are currently enrolled in a bachelor, master or PhD programme or that you are a Fresh Alumni', we will charge the ‘professional (higher) fee!
Lunch options
During the summer, food courts and food trucks on the campus are closed. The supermarket and restaurant are open, and in our dormitories there is a kitchen and fridge for home-made lunch. Besides we offer a 5 Days’ Sandwich Lunch package that you can collect at the restaurant on Utrecht Science Park everyday in the lunchbreak.
You can add this 5 Days’ Lunch package as a separate product once you are fully enrolled to the course. The price for the package is 60 Euros per week and can be ordered until two weeks prior to the start of your course.
The housing costs do not include a Utrecht Summer School sleeping bag and travel pillow (which you can take home after the course). Please note that the Sleeping bag is to be chosen as a separate product on the invoice (€50).
If you wish not to buy the Summerschool Sleeping bag and travel pillow and rather bring your own bedding (sleeping bag and pillow), do not forget to bring your own sleeping bag and pillow! In all cases, do bring your own towels, please.