Overview

This course provides a high-level overview of environmental, social, and governance (ESG) and socially responsible investing (SRI) and identifies key SRI strategies and considerations.

Objective

On completion of this course, you will be able to:
- Define socially responsible investing (SRI)
- List key SRI indices
- Define environmental, social, and governance (ESG) factors
- List the major sources of ESG data
- Name major SRI investing strategies and identify their objectives

Content

ESG & SRI Investing
Topic 1: SRI Overview
Topic 2: ESG Overview
Topic 3: SRI Strategies