5310667: C20 Sustainable Finance I

Beschreibung

• Current and past developments in sustainable finance
• ESG data, data providers and materiality
• Environmental and social impact
• Channels of action: primary and secondary market, direct investments, real estate, politics
• Tools of action: positive and negative screening, ESG integration, proxy voting and engagement, green bonds and loans, political influence
• Regulatory frameworks and initiatives

Lernergebnisse

• Student will describe, understand and discuss past and current developments in sustainable finance
• Students acquire a basic understanding of Sustainable EU-Regulation
• Students understand the structure, challenges and alternative providers of ESG data
• Students can distinguish between different types of sustainable finance products and investment strategies
• Students understand and can apply the concept of materiality

Lehrmethoden

Lecture

Literatur

• Schoenmaker, D. and Schramade, W. (2019). Principles of Sustainable Finance. Oxford University Press, Oxford.
• Kaiser, L. and Oehry, O. (2020). Überblick zur Klimawirkung durch Massnahmen von Finanzmarktakteuren. Im Auftrag des Bundesamt für Umwelt BAFU.
• CFA Institute & Swiss Sustainable Finance. (2017). Handbook on Sustainable Investments. CFA Institute Research Foundation.
• Swiss Sustainable Finance. (2016). Handbuch nachhaltige Anlagen - Hintergrundinformationen und Praxisbeispiele für institutionelle Investoren in der Schweiz