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ESG Data & Accountability
Steven Levine
4.4
Based on 29 ratings
Steven Levine
In this course, we’ll introduce students with basic knowledge of traditional financial products to data-driven resources they can use to complement their fundamental analysis. We’ll also highlight certain deceptive marketing practices that can paint a rosier picture of addressing ESG-related concerns than may actually be the case.
Moreover, many corporations appear to be growing increasingly aware of the values of the millennial generation, who, according to some industry surveys, appear to account for the vast majority of those who cite ESG as a central goal in their investment plans.
Read more
In this course, we’ll introduce students with basic knowledge of traditional financial products to data-driven resources they can use to complement their fundamental analysis. We’ll also highlight certain deceptive marketing practices that can paint a rosier picture of addressing ESG-related concerns than may actually be the case.
Moreover, many corporations appear to be growing increasingly aware of the values of the millennial generation, who, according to some industry surveys, appear to account for the vast majority of those who cite ESG as a central goal in their investment plans.
Read more
In this course, we’ll introduce students with basic knowledge of traditional financial products to data-driven resources they can use to complement their fundamental analysis. We’ll also highlight certain deceptive marketing practices that can paint a rosier picture of addressing ESG-related concerns than may actually be the case.
Moreover, many corporations appear to be growing increasingly aware of the values of the millennial generation, who, according to some industry surveys, appear to account for the vast majority of those who cite ESG as a central goal in their investment plans.
We’ll dive more deeply into these topics, and through a series of video, webinar, and reading modules, among other objectives, you’ll learn to explain how Big Data and artificial intelligence may be used for actionable accountability, and describe inherent challenges in data analysis, as well as differentiate between different forms of deceptive business practices, including green washing, social washing, and pink washing, You’ll also be able to provide insights about how millennial, and younger, investors’ interests may be driving increased attention on ESG investing.
Register for this course and see more details by visiting:
OpenCourser.com/course/zobbdd/esg
What's inside
Syllabus
Using Advanced Technology for Further Analysis
As conducting fundamental analysis on ESG-related issues can be quite a daunting task – especially given the massive amounts of variables that may be considered relevant – many companies and organizations have been working to establish more advanced, technological tools and scoring systems to aid in the effort. For example, certain companies, including Refinitiv, Morningstar’s Sustainalytics, FactSet-owned Truvalue Labs, and MSCI, among others, may employ artificial intelligence, with machine learning, natural language processing (NLP) and sentiment analysis algorithms to help arrive at data that may assist in ESG investing analysis. In this module, we will take a broad look at the landscape of how Big Data and certain impact tools can help guide you through making investments in the ESG space.
Read more
Syllabus
Using Advanced Technology for Further Analysis
As conducting fundamental analysis on ESG-related issues can be quite a daunting task – especially given the massive amounts of variables that may be considered relevant – many companies and organizations have been working to establish more advanced, technological tools and scoring systems to aid in the effort. For example, certain companies, including Refinitiv, Morningstar’s Sustainalytics, FactSet-owned Truvalue Labs, and MSCI, among others, may employ artificial intelligence, with machine learning, natural language processing (NLP) and sentiment analysis algorithms to help arrive at data that may assist in ESG investing analysis. In this module, we will take a broad look at the landscape of how Big Data and certain impact tools can help guide you through making investments in the ESG space.
Read more
Traffic lights
Traffic lights
Read about what's good
what should give you pause and
possible dealbreakers
Suitable for those with background in traditional financial products
Helps you understand how ESG-related issues can be analyzed using data-driven resources
Provides insights into deceptive marketing practices related to ESG
Discusses how millennials' values are influencing ESG investing
Course requires knowledge of traditional financial analysis
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in ESG Data & Accountability with these
activities:
Review Basic Data Science Skills
Show steps
It's helpful to first review the main concepts that we will be building on in this course.
Browse courses on
Data Science
Show steps
-
Re-familiarize yourself with foundational principles
-
Practice some basic data analysis techniques
Review Fundamentals of Finance
Show steps
This will help you refresh your knowledge on key finance concepts.
Show steps
-
Revisit textbooks or lecture notes
-
Take practice quizzes
Practice algebra
Show steps
Review algebra skills to strengthen your foundation for ESG investing analysis.
Browse courses on
Algebra
Show steps
-
Review notes and textbooks from previous algebra courses.
-
Take practice tests or quizzes to assess your understanding.
-
Join a study group or connect with a tutor for additional support.
Seven other activities
Expand to see all activities and additional details
Show all ten activities
Join a Study Group
Show steps
Discuss course topics and share insights with peers.
Show steps
-
Find other students taking the course
-
Schedule regular online meetings
-
Discuss lecture materials
ESG Investing Webinars
Show steps
Attend webinars to gain insights from industry experts on ESG investing practices.
Browse courses on
ESG Investing
Show steps
-
Identify reputable organizations or platforms offering ESG investing webinars.
-
Register for webinars that align with your interests.
-
Actively participate in the webinars and take notes.
Follow Along with Industry Experts
Show steps
These tutorials will help you gain insights on how data is used in the industry.
Browse courses on
ESG Investing
Show steps
-
Find industry-specific sources
-
Search for tutorials from experts
-
Follow the tutorials to learn best practices
Data Analysis Exercises
Show steps
Engage in hands-on data analysis exercises to reinforce ESG investing concepts.
Browse courses on
ESG Investing
Show steps
-
Use online platforms or textbooks to find data analysis exercises.
-
Analyze ESG-related data sets using statistical techniques.
-
Interpret the results and draw conclusions about ESG factors.
Analyze ESG Data Sets
Show steps
These drills will help you develop your skills in analyzing ESG data.
Show steps
-
Find ESG data sources
-
Practice extracting and cleaning ESG data
-
Analyze ESG data using different techniques
ESG Investment Analysis Report
Show steps
Demonstrate your understanding of ESG investing by creating a comprehensive analysis report.
Browse courses on
ESG Investing
Show steps
-
Select a company or industry to analyze.
-
Gather data on ESG factors using reliable sources.
-
Analyze the data and identify key ESG risks and opportunities.
-
Write a report summarizing your findings and recommendations.
Build a Simple ESG Screener
Show steps
This project will help you apply the concepts to a practical scenario.
Show steps
-
Identify ESG factors
-
Gather ESG data
-
Create a screening model
-
Test and evaluate the screener
Review Basic Data Science Skills
Show steps
It's helpful to first review the main concepts that we will be building on in this course.
Browse courses on
Data Science
Show steps
Show steps
Show steps
- Re-familiarize yourself with foundational principles
- Practice some basic data analysis techniques
Review Fundamentals of Finance
Show steps
This will help you refresh your knowledge on key finance concepts.
Show steps
Show steps
Show steps
- Revisit textbooks or lecture notes
- Take practice quizzes
Practice algebra
Show steps
Review algebra skills to strengthen your foundation for ESG investing analysis.
Browse courses on
Algebra
Show steps
Show steps
Show steps
- Review notes and textbooks from previous algebra courses.
- Take practice tests or quizzes to assess your understanding.
- Join a study group or connect with a tutor for additional support.
Seven other activities
Expand to see all activities and additional details
Show all ten activities
Join a Study Group
Show steps
Discuss course topics and share insights with peers.
Show steps
Show steps
Show steps
- Find other students taking the course
- Schedule regular online meetings
- Discuss lecture materials
ESG Investing Webinars
Show steps
Attend webinars to gain insights from industry experts on ESG investing practices.
Browse courses on
ESG Investing
Show steps
Show steps
Show steps
- Identify reputable organizations or platforms offering ESG investing webinars.
- Register for webinars that align with your interests.
- Actively participate in the webinars and take notes.
Follow Along with Industry Experts
Show steps
These tutorials will help you gain insights on how data is used in the industry.
Browse courses on
ESG Investing
Show steps
Show steps
Show steps
- Find industry-specific sources
- Search for tutorials from experts
- Follow the tutorials to learn best practices
Data Analysis Exercises
Show steps
Engage in hands-on data analysis exercises to reinforce ESG investing concepts.
Browse courses on
ESG Investing
Show steps
Show steps
Show steps
- Use online platforms or textbooks to find data analysis exercises.
- Analyze ESG-related data sets using statistical techniques.
- Interpret the results and draw conclusions about ESG factors.
Analyze ESG Data Sets
Show steps
These drills will help you develop your skills in analyzing ESG data.
Show steps
Show steps
Show steps
- Find ESG data sources
- Practice extracting and cleaning ESG data
- Analyze ESG data using different techniques
ESG Investment Analysis Report
Show steps
Demonstrate your understanding of ESG investing by creating a comprehensive analysis report.
Browse courses on
ESG Investing
Show steps
Show steps
Show steps
- Select a company or industry to analyze.
- Gather data on ESG factors using reliable sources.
- Analyze the data and identify key ESG risks and opportunities.
- Write a report summarizing your findings and recommendations.
Build a Simple ESG Screener
Show steps
This project will help you apply the concepts to a practical scenario.
Show steps
Show steps
Show steps
- Identify ESG factors
- Gather ESG data
- Create a screening model
- Test and evaluate the screener
Career center
Learners who complete ESG Data & Accountability will develop knowledge and skills
that may be useful to these careers:
Chief Sustainability Officer
Chief Sustainability Officer
The Chief Sustainability Officer (CSO) is responsible for overseeing a company's environmental, social, and governance (ESG) initiatives. The ESG Data & Accountability course from Interactive Brokers provides a comprehensive overview of ESG investing, including how to use data and technology to assess a company's ESG performance. This course would be particularly beneficial for CSOs who want to stay up-to-date on the latest ESG trends and best practices.
Sustainability Analyst
Sustainability Analyst
Sustainability Analysts are responsible for evaluating a company's ESG performance and providing recommendations on how to improve it. The ESG Data & Accountability course from Interactive Brokers provides a strong foundation in ESG investing, including how to use data and technology to assess a company's ESG performance. This course would be particularly beneficial for Sustainability Analysts who want to develop their skills in ESG analysis.
Environmental Consultant
Environmental Consultant
Environmental Consultants provide advice to businesses and organizations on how to reduce their environmental impact. The ESG Data & Accountability course from Interactive Brokers provides a comprehensive overview of ESG investing, including how to use data and technology to assess a company's ESG performance. This course would be particularly beneficial for Environmental Consultants who want to learn more about ESG investing and how it can be used to promote environmental sustainability.
Social Responsibility Manager
Social Responsibility Manager
Social Responsibility Managers are responsible for developing and implementing a company's social responsibility programs. The ESG Data & Accountability course from Interactive Brokers provides a comprehensive overview of ESG investing, including how to use data and technology to assess a company's ESG performance. This course would be particularly beneficial for Social Responsibility Managers who want to learn more about ESG investing and how it can be used to promote social responsibility.
ESG Fund Manager
ESG Fund Manager
ESG Fund Managers are responsible for managing investment funds that invest in companies with strong ESG performance. The ESG Data & Accountability course from Interactive Brokers provides a comprehensive overview of ESG investing, including how to use data and technology to assess a company's ESG performance. This course would be particularly beneficial for ESG Fund Managers who want to learn more about ESG investing and how it can be used to generate superior returns.
Impact Investor
Impact Investor
Impact Investors are investors who seek to generate both financial returns and positive social and environmental impact. The ESG Data & Accountability course from Interactive Brokers provides a comprehensive overview of ESG investing, including how to use data and technology to assess a company's ESG performance. This course would be particularly beneficial for Impact Investors who want to learn more about ESG investing and how it can be used to generate positive social and environmental impact.
Corporate Social Responsibility Officer
Corporate Social Responsibility Officer
Corporate Social Responsibility Officers are responsible for overseeing a company's corporate social responsibility (CSR) initiatives. The ESG Data & Accountability course from Interactive Brokers provides a comprehensive overview of ESG investing, including how to use data and technology to assess a company's ESG performance. This course would be particularly beneficial for Corporate Social Responsibility Officers who want to learn more about ESG investing and how it can be used to promote CSR.
ESG Analyst
ESG Analyst
ESG Analysts are responsible for evaluating a company's ESG performance and providing recommendations on how to improve it. The ESG Data & Accountability course from Interactive Brokers provides a strong foundation in ESG investing, including how to use data and technology to assess a company's ESG performance. This course would be particularly beneficial for ESG Analysts who want to develop their skills in ESG analysis.
Philanthropy Advisor
Philanthropy Advisor
Philanthropy Advisors help individuals and organizations develop and implement their philanthropic giving strategies. The ESG Data & Accountability course from Interactive Brokers provides a comprehensive overview of ESG investing, including how to use data and technology to assess a company's ESG performance. This course would be particularly beneficial for Philanthropy Advisors who want to learn more about ESG investing and how it can be used to promote social and environmental change.
Investment Banker
Investment Banker
Investment Bankers provide financial advice to companies and governments on mergers and acquisitions, capital raising, and other financial transactions. The ESG Data & Accountability course from Interactive Brokers provides a comprehensive overview of ESG investing, including how to use data and technology to assess a company's ESG performance. This course would be particularly beneficial for Investment Bankers who want to learn more about ESG investing and how it can be used to advise clients on ESG-related transactions.
Financial Analyst
Financial Analyst
Financial Analysts evaluate the financial performance of companies and make recommendations on whether to buy, sell, or hold their stocks. The ESG Data & Accountability course from Interactive Brokers provides a comprehensive overview of ESG investing, including how to use data and technology to assess a company's ESG performance. This course would be particularly beneficial for Financial Analysts who want to learn more about ESG investing and how it can be used to generate superior returns.
Portfolio Manager
Portfolio Manager
Portfolio Managers manage investment portfolios for individuals and institutions. The ESG Data & Accountability course from Interactive Brokers provides a comprehensive overview of ESG investing, including how to use data and technology to assess a company's ESG performance. This course would be particularly beneficial for Portfolio Managers who want to learn more about ESG investing and how it can be used to generate superior returns.
Risk Manager
Risk Manager
Risk Managers identify and manage risks that could impact a company's financial performance. The ESG Data & Accountability course from Interactive Brokers provides a comprehensive overview of ESG investing, including how to use data and technology to assess a company's ESG performance. This course would be particularly beneficial for Risk Managers who want to learn more about ESG investing and how it can be used to manage ESG-related risks.
Compliance Officer
Compliance Officer
Compliance Officers ensure that a company's operations comply with all applicable laws and regulations. The ESG Data & Accountability course from Interactive Brokers provides a comprehensive overview of ESG investing, including how to use data and technology to assess a company's ESG performance. This course would be particularly beneficial for Compliance Officers who want to learn more about ESG investing and how it can be used to ensure that a company's operations comply with all ESG-related laws and regulations.
Data Analyst
Data Analyst
Data Analysts collect, analyze, and interpret data to help businesses make informed decisions. The ESG Data & Accountability course from Interactive Brokers provides a comprehensive overview of ESG investing, including how to use data and technology to assess a company's ESG performance. This course would be particularly beneficial for Data Analysts who want to learn more about ESG investing and how it can be used to analyze ESG-related data.
For more career information including salaries, visit:
OpenCourser.com/course/zobbdd/esg
Reading list
We've selected 12 books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
ESG Data & Accountability.
Save
This comprehensive guide provides a comprehensive overview of ESG investing for investment professionals. It would be a valuable resource for those seeking to develop their knowledge of the field.
Is commonly used as a textbook at academic institutions and by industry professionals. This book may be of particular interest to those interested in making a positive impact through their investments.
Could be useful additional reading for those who wish to learn more about the history of ESG investing and how the practice has evolved over time. This book is more valuable as additional reading than it is as a current reference.
Provides a comprehensive overview of sustainability management and reporting, including the latest trends and best practices. Provides background knowledge and additional reading.
Save
A comprehensive textbook on corporate social responsibility and sustainability, covering the latest theories and practices. Provides depth and breadth to the course.
Provides a historical perspective on the relationship between commerce and the environment, and how businesses can become more sustainable. Provides historical context and depth to the course.
Save
A classic study on the limits of economic growth and its environmental consequences. Provides a historical perspective and depth to the course.
Save
A controversial book that argues that overpopulation is the root cause of many of the world's problems. Provides a historical perspective and a challenging perspective.
Save
An economic analysis of the risks and uncertainties of climate change. Provides depth and a challenging perspective to the course.
A Pulitzer Prize-winning book that explores the history of extinctions and the current threats facing the planet. Provides depth and a broader perspective to the course.
A historical analysis of the causes of societal collapse. Provides depth and a broader perspective to the course.
A sobering look at the potential consequences of climate change. Provides depth and a challenging perspective to the course.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/zobbdd/esg
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Rating
4.4
Effort
20 hours to complete
Level
Introductory
Via
Coursera
Institution
Interactive Brokers
Instructor
Steven Levine
Language
English
Transcripts
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This course belongs to a
collection
called
ESG Investing: Financial Decisions in Flux. It's comprised of four courses:
- ESG-focused Financial Products
- ESG Investing: Industry Impacts & Transformations
- ESG Data & Accountability (viewing)
- ESG Investing: Setting Standards & Conducting Analysis
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