Week 3: ESG Integration#

Learning Goals#

  1. Understand ESG rating methodologies and provider landscape
  2. Analyze rating divergence and its implications for portfolio construction
  3. Apply ESG screening strategies to build sustainable portfolios

Topics Covered#

  • Major ESG rating providers (MSCI, Sustainalytics, S&P)
  • Rating methodology comparison
  • Rating divergence analysis
  • Screening strategies (negative, positive, best-in-class)
  • ESG factor integration
  • Portfolio construction techniques

Materials#

(c) Joerg Osterrieder 2025

Co-funded by the European Union - Erasmus+ Programme

Erasmus+ Programme | Capacity Building in Higher Education
Project 101237817 - GREEN FINANCE
Funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Education and Culture Executive Agency (EACEA). Neither the European Union nor EACEA can be held responsible for them.