The CFA Institute - Certificate in ESG Investing Exam Notes
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Course
CFA - Chartered Financial Analyst
Institution
CFA - Chartered Financial Analyst
Perfect set of study that will allow you to pass your exam easily. I used just these and the contents to pass the exam in under 45 minutes. I've added in additional question sets too, from ChatGPT reviewing the chapter and providing me questions.
The notes are in PowerPoint format too - so you ca...
ESG Study Notes
Certificate in ESG Investing – 2023/2024
,Chapter 1
• 1.1.1 define ESG investment and different approaches to ESG investing: responsible investment, socially
responsible investment, sustainable investment, best-in-class investment, ethical/values-driven investm
thematic investment, green investment, social investment, shareholder engagement
• 1.1.2 define the following sustainability-based concepts in terms of their strengths and limitations: corp
social responsibility and triple bottom line (TBL) accounting
• 1.1.3 describe the benefits and challenges of incorporating ESG in decision making, and the linkages bet
responsible investment and financial system stability
• 1.1.4 explain the concepts of the financial materiality of ESG integration, double materiality, and dynam
materiality and how they relate to ESG analysis, practices, and reporting
• 1.1.5 explain different ESG megatrends, their systemic nature, and their potential impact on companies
company practices
• 1.1.6 explain the three ways in which investors typically reflect ESG considerations in their investment
process
• 1.1.7 explain the aims of key supranational ESG initiatives and organizations and the progress achieved t
date
,Section 1.1.1
• WHAT IS ESG INVESTING?
1.1.1 define ESG investment and different approaches to ESG investin
responsible investment, socially responsible investment, sustainable
investment, best-in-class investment, ethical/values-driven investme
thematic investment, green investment, social investment, sharehold
engagement
, Define ESG investment
• ESG investing is an approach to managing assets where investors
explicitly incorporates ESG factors into decision making – with the
long-term return in mind.
• In other words, ESG investing aims to correctly identify, evaluate, a
price social, environmental, and economic risks and opportunities.
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