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 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
• ESG Metrics
• Principles for Responsible Investment and strategies
• Integrated reporting and SASB
• How does G affect E&S?
• Empirical evidence about ESG
• Social Bond Principles (SBPs) and Green Bond Principles, and Equator Principles

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?

Your mission

• Read the materials.

• Ask questions.
  • This is the best way to learn.
  • I will ask questions all the time during class. I expect that you answer them.

• 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.

Screecastify

If you have anything interesting to share or to ask.

Record a short video and submit it here: https://app.screencastify.com/record/f1HL-vnnoazzcshcNkU6P

• Please, videos of 5 minutes or less.

• I will answer either individually by email or during the next class.

• All videos are private.

Resources

• Resources available E-Class and online.

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

• Usually Tuesday 14h-15h

Performance assessment

1. Quizzes: 20%

2. Mid Term Exam: 30%

3. Final Exam: 40%

4. Class participation and problems resolution: 10%

Read the Syllabus

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

Masks are still mandatory

A book full of notes

Raise your hands:

Who knows a little about R? Python? Stata?

Who wants to learn more?

https://hcm.quarto.pub/class-notes/

If you are interested in working with this type of material, let me know.

Questions?

I hope you like this class!

Find me at:

henrique.martins@fgv.br

https://eaesp.fgv.br/en/people/henrique-castro-martins

henriquemartins.net

https://www.linkedin.com/in/henriquecastror/