ESG Investing, Green Bonds & Social Bonds

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ESG Investing, Green Bonds & Social Bonds

Included in: Fixed Income Markets Certification (FIMC^©) , Equities Markets Certification (EMC) ,

26 Lessons
2h 3m
16,551 Students

This course is designed for those seeking to learn about the role of Sustainable Finance at an investment bank from both an issuer and investor perspective.

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Demystify ESG Investing, Green Bonds and Social Bonds

Understand Why Investors are Investing in ESG

The last decade has seen exponential growth in ESG investing worldwide. We'll explore the demand drivers behind this growth, and the outcomes they are seeking to achieve, and how we measure them.

Demystify Green Bonds and Social Bonds

Green Bonds and Social Bonds allowed ESG Investing to transform from niche to mainstream. Taught by a pioneering Green Bond and Social Bond Banker, we'll explore exactly how this transformation happened, and how the market formalized the structure and conventions for Green Bonds and Social Bonds.

Pricing a Green Bond

We'll analyze a recent Green Bond transaction and dive into the valuation framework of a Green Bond. US and European Investors have differentiated views on valuation and we'll discuss current market dynamics.

What You Will Learn

ESG Investing

Understanding the demand dynamics of ESG Investors and Funds
Demystifying ESG Rating and Scoring
Discussion on key focuses, including reducing Greenhouse Gas Emissions, Degree Pathways and an overview of the Paris Accord

Green Bonds

What is a Green Bond, who issuers them and who invests in them
Recognize the adoption challenges of early Green Bonds
Analyze the First Syndicated Green Bond
Discover the growth of the Green Bond Market
Decode structure characteristics including Green Bond Use of Proceeds (Ring-Fenced, Tracked, Best Efforts)
What makes a green bond green? Green Bond Principles, Second Party Opinion, ESG Vendors
Evaluate a case study and pricing of a recently issued Green Bond
US Investor (ERISA) vs. EU Investor Pricing Dynamics
Recent Developments: Central banks as Green Investors (ECB / BOJ)

Social Bonds

Understand the similarities and differences between Green and Social Bonds
Challenges to Measure Social Impact vs. Greenhouse Gas Emissions

Who is This Program For?

Sustainable Finance professionals at investment banks
ESG Investment professionals at asset managers, pension funds and insurers
Debt Capital Market professionals
Finance and Treasury professionals
Students looking to break into the sustainable finance industry

Course Samples

Course TOC

1. ESG Course Introduction 2:24

2. ESG Course Downloads Files

3. ESG Mutual Funds 5:23

4. Investor Rationale for ESG 5:58

5. ESG Scoring 4:17

6. ESG Reporting 6:31

7. ESG Portfolio Construction 6:00

8. Green Bond Overview 5:05

9. Degree Pathways and the Paris Accord 5:46

10. Impact Investing and 1st Green Bonds 5:00

11. Initial Challenges to the Green Bond Mk 3:12

12. First Syndicated Green Bond 6:43

13. Use of Proceeds 7:12

14. Types of Green Bonds 3:24

15. Eligible Assets 4:47

16. Green Bond Certification 4:13

17. Finding Green Bonds on Bloomberg 3:24

18. Finding Green Bond Documentation 5:13

19. Green Bond Pricing 3:50

20. Bloomberg: Green Bond Pricing Process 3:09

21. Green Bond Reference Pricing 3:31

22. Bloomberg TDH Trade Data History 6:13

23. Peer Issuer for Curve Extension 6:00

24. Fair Value of Green Bond 4:50

25. International Green Bond Markets 2:42

26. Social Bonds 8:30

Earn CPE Credits with WSP Online Courses

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