Laboratory "socially responsible investing"
A.A. 2024/2025
Obiettivi formativi
The interest in responsible investing has steadily grown over time to such an extent that the investment community has shifted from asking whether to adopt social, environmental and governance principles in driving their investment decisions to how they should implement them concretely. The goal of the Lab is to introduce Sustainable and Responsible Investments (SRI): definition, main strategies, market size and their relevance for investors and companies. Moving from the basic concepts in finance, e.g., stocks, bonds and mutual funds, students will be confronted with the value creation opportunities related to bridging sustainability and finance. Teaching will be based on case studies and interaction with the class.
Risultati apprendimento attesi
At the end of the Lab, students will be able to define sustainable and responsible investing and resonate about its boundaries. They will also understand the objectives of investing responsibly and how the integration of environmental, social and governance criteria can create opportunities and risks for investors. Finally, students will be able to analyze the sustainability profile of a company, highlighting the main risks and opportunities of its business model in relation with sustainability.
Periodo: Primo trimestre
Modalità di valutazione: Giudizio di approvazione
Giudizio di valutazione: superato/non superato
Corso singolo
Questo insegnamento non può essere seguito come corso singolo. Puoi trovare gli insegnamenti disponibili consultando il catalogo corsi singoli.
Programma e organizzazione didattica
Edizione unica
Responsabile
Periodo
Primo trimestre
Programma
- Introduction to main financial instruments: equities, bonds, mutual funds (circa 4h)
- Introduction to SRI and ESG strategies (circa 6h)
- The SRI and ESG market (circa 4h)
- Environmental, Social and Governance Factors (circa 2h)
- ESG analysis and Stewardship (circa 2h)
- Assessment and debrief (circa 2h)
- Introduction to SRI and ESG strategies (circa 6h)
- The SRI and ESG market (circa 4h)
- Environmental, Social and Governance Factors (circa 2h)
- ESG analysis and Stewardship (circa 2h)
- Assessment and debrief (circa 2h)
Prerequisiti
Recommended readings:
- GSIA, Global Sustianble Investment Review, 2022
Link: https://www.gsi-alliance.org/members-resources/gsir2022/
- Jeffrey D. Sachs, The age of sustainable development, Columbia University Press, 2015
Link: https://www.ibs.it/age-of-sustainable-development-libro-inglese-jeffrey-d-sachs/e/9780231173155
- Investimenti Sostenibili (Ed. EGEA) (Italian only)
Link: http://www.egeaeditore.it/ita/prodotti/sistema-finanziario/INVESTIMENTI_SOSTENIBILI_.aspx
- GSIA, Global Sustianble Investment Review, 2022
Link: https://www.gsi-alliance.org/members-resources/gsir2022/
- Jeffrey D. Sachs, The age of sustainable development, Columbia University Press, 2015
Link: https://www.ibs.it/age-of-sustainable-development-libro-inglese-jeffrey-d-sachs/e/9780231173155
- Investimenti Sostenibili (Ed. EGEA) (Italian only)
Link: http://www.egeaeditore.it/ita/prodotti/sistema-finanziario/INVESTIMENTI_SOSTENIBILI_.aspx
Metodi didattici
In-person attendance is required.
Materiale di riferimento
Presentations will be sent to students via email.
Modalità di verifica dell’apprendimento e criteri di valutazione
The assessment will be based on:
- active participation during lessons
- assessment of priodic assignments
- final test
- active participation during lessons
- assessment of priodic assignments
- final test
SECS-P/11 - ECONOMIA DEGLI INTERMEDIARI FINANZIARI - CFU: 3
Attivita' di laboratorio: 20 ore
Docente:
Bonati Aldo
Docente/i