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Key Points

Course Summary

In this course, we’ll define ESG investing and learn why it matters, go over examples, discuss ESG in portfolio management, and compare ESG to related types of investing.
 

Course Objectives
  • Define ESG Investing
  • Identify examples of ESG factors
  • Summarize why ESG matters to investors
  • Discuss examples of ESG related opportunities and risks
  • Differentiate ESG investing from SRI and impact investing
     
Course Agenda

Chapter 1: ESG Defined

Chapter 2: Why ESG Matters

Chapter 3: ESG Examples

Chapter 4: ESG in Portfolio Management

Chapter 5: ESG vs. SRI and Impact Investing

This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. Franklin Templeton Investments (“FTI”) shall not be liable to any user of this document or to any other person or entity for the inaccuracy of information or any errors or omissions in its contents, regardless of the cause of such inaccuracy, error or omission. All investments involve risks, including possible loss of principal.

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