Finance Montréal

On-demand e-learning, 5-minute video clips, quizzes and interactive activities. 

The course lasts approximately 30 minutes.

In just 30 minutes, this course will enable you to:  

• Understand the value of sustainability 
• Master the basics of ESG and understand how the integration of ESG factors can become a lever for risk management and value creation 
• Create a common language to foster a shared understanding of ESG issues across your organization while reinforcing mastery of sustainable finance vocabulary
• Stimulate collaboration between teams and mobilize them around sustainability practices 
• Analyze case studies and practical examples to better understand ESG applications in the financial sector 
• Act as an ambassador for sustainable finance within your organization

Sustainable development and economics: introduction to the concepts of interdependence between our economies and ecosystems  

Role of financial institutions: understanding the importance and impact of financial decisions on sustainability  

ESG and materiality: definitions and importance of ESG information according to the perspectives of the different decision-makers (concept of relative importance)  

Financial industry evolution: exploring new trends in ESG integration and disclosure requirements  

ESG practices: an overview of the different ESG practices in different departments of a company (finance, investment, HR, marketing, IT, operations, etc.)  

Challenges and perspectives: changes in culture, business opportunities, disclosure standards, regulations (e.g., EU deforestation legislation) 

Course developed by : 

Matt Orsagh, MBA, CFA | Sustainable finance expert, former Senior Director at the CFA Institute 

Clarisse Simonek, CFA | ESG expert, educator, contributor to the CFA ESG investment certificate 

Other contributors : 

Rosalie Vendette 

Maria Maisuradze, CFA, FSA 

Stephen Kibsey, MBA, SIPC  

Emmanuel N'dri, MSC 

On-demand e-learning, 5-minute video clips, quizzes and interactive activities. 

The course lasts approximately 30 minutes.

In just 30 minutes, this course will enable you to:  

• Master the basic concepts surrounding sustainable investment 

• Gain an overview of the different sustainable investment strategies and their role in creating long-term value 

• Analyze empirical data on the financial performance of ESG strategies 

• Understand the motivations behind sustainable investment and identify the reasons why investors are interested in ESG 

• Explore and apply different ESG integration methods adapted to various asset classes 

• Develop the confidence and credibility to discuss ESG and sustainability issues with your stakeholders

Growth of sustainable investment: analysis of market size, key growth drivers (risk management, opportunities and long-term value creation)

Importance of sustainable investing: fiduciary duty, understanding investors’ ESG objectives, different types of ESG products available 

Sustainable investment strategies: exploration of six strategies adopted by professionals (exclusion, best-in-class, ESG integration, impact investing, thematic, engagement) 

Case studies: examples of sustainable investment policies 

Financial performance and profitability: review of meta-study results and performance of companies and investment funds, with a focus on management fees

ESG integration in various asset classes: practical approaches to incorporating ESG into public and private equity assets, bonds, real estate and passive strategies 

Challenges and opportunities: standardization of practices, data availability and quality, regulation and evolving investor demand

Course developed by : 

Matt Orsagh, MBA, CFA | Sustainable finance expert, former Senior Director at the CFA Institute 

Clarisse Simonek, CFA | ESG expert, educator, contributor to the CFA ESG investment certificate 

Other contributors : 

Maria Maisuradze, CFA, FSA 

Emmanuel N'dri, MSC