ESG & Institutional Investment

Part 0

Henrique C. Martins

Introduction

  • Today:

    • Introduction to the course
    • Discussion about the Syllabus
    • Performance assessment
    • Initial discussion about G and Shareholder Value

Description

The course will focus on Environmental, Social, and Governance (ESG) criteria for institutional investment.

It will cover a range of investment criteria and some case studies that utilize these investment criteria to make institutional investments.

This course will also discuss the impact of institutional investment at the level of large multinational companies which receive this investment and discuss what changes if any take place in such companies as a result of the ESG criteria being implemented.

Contents

  • G and Shareholder value
  • ESG Fundamentals
  • Climate change economics
  • Principles for Responsible Investment and strategies
  • Integrated reporting and SASB
  • Social Bond Principles (SBPs) and Green Bond Principles, and Equator Principles
  • ESG Metrics
  • Empirical evidence about ESG

Questions?

Our class cannot be a monologue!!

Please, stand up for 1 minute and introduce yourself to all colleagues.

  • Where are you from?
  • Which undergrad are you in?
  • What are your professional interests?
  • What do you expect from this course?
  • What is your experience with ESG (generically speaking)?

Your mission

  • Read the materials.
  • Ask questions.
    • This is the best way to learn.
    • I ask questions all the time. I expect that you answer them. You will get points for smart answers.
  • Bring your own experience.
  • Make notes of our discussions.
    • With your hands, not your computer.
    • There is plenty of research showing that taking notes boost academic performance.
    • It is better to take a note and throw it away than to take a note on your computer.

Resources

Worthington, D. L., & Levasseur, D. G. (2015). To provide or not to provide course PowerPoint slides? The impact of instructor-provided slides upon student attendance and performance. Computers & Education, 85, 14-22.

Resources

  • Resources available E-Class and online.

If you need office hours, let me know at henrique.martins@fgv.br.

Performance assessment

  1. Midterm Exam: 35%

  2. Final Exam: 35%

  3. Class participation and problems resolution: 30%

Read the Syllabus

  • We will have a class on a saturday. Nothing I can do again!!

Questions?

What is ESG?

THANK YOU!

Henrique Castro Martins

https://eaesp.fgv.br/