Sustainable Investment and Investors
INSTRUCTOR
AIM
This course introduces the foundations of sustainable investing and how investors integrate ESG and climate-related factors into portfolio decisions. Participants will learn key concepts, data sources, regulations, and practical tools to evaluate companies and investment products, and will apply them through short case-based activities.
MAIN TOPICS
- Sustainable finance and ESG: concepts, drivers, and materiality
- ESG information: disclosure standards, data providers, and ratings challenges
- Investor strategies: screening, integration, stewardship, and impact investing
- Climate and sustainability risk management; green/transition instruments (e.g., green bonds)
- Regulation and governance (e.g., SFDR, EU taxonomy) and implications for investors
TEACHING METHODOLOGY
Interactive lectures with short in-class exercises, mini-cases, and guided discussion. Students will work in small groups to evaluate a real-world company or fund using ESG information and present conclusions.
DAY-BY-DAY PROGRAM
| N° | Topics | Instructor |
| Lesson 1 | Introduction to sustainable investing: ESG concepts, materiality, and market trends | Sara Faedfar |
| Lesson 2 | ESG disclosure and data: standards, data providers, ratings, and common pitfalls | Sara Faedfar |
| Lesson 3 | Investor strategies: ESG integration, risk-return, climate risk, green bonds and sustainable funds | Sara Faedfar |
| Lesson 4 | Stewardship & regulation + wrap-up | Sara Faedfar |
SUGGESTED REFERENCES
PRI (Principles for Responsible Investment) – introductory materials and guidance
EU Taxonomy and SFDR – overview documents and summaries
World Bank / OECD publications on sustainable finance