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ESG Investing - Scenario (Retail)

Beginner
ESG Investing - Scenario (Retail)
Overview
Curriculum
  • 1 Section
  • 2 Lessons
  • 25m Duration
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Overview This scenario examines how a boutique investment advisory firm that works with retail clients implements ESG investing. It explores why a firm may choose to adopt ESG strategies and how it can implement new processes and communicate ESG investing principles to clients. It follows the progress of the firm's ESG policy implementation from inception to its practical application at a client meeting, testing your knowledge of key principles, terminology, strategies, and drivers. Prerequisite Knowledge ESG - An Introduction Tutorial Level: Intermediate Tutorial Duration: 25 minutes

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