Review traditional investment management concepts and vocabulary

Evaluate a portfolio’s level of risk by assessing variances and correlations between the assets

Examine the four core characteristics of impact investing: intentionality; investment with return expectations; range of return expectations and asset classes; and impact measurement

Learn the key operating principles for impact management

Understand the roles and motivations of asset owners; including pensions; insurance; sovereign wealth funds; and endowments/foundations

Examine three different impact measurement frameworks: the Impact Multiple of Money (IMM) approach; the Impact Management Project (IMP); and Harvard Business School’s Impact Weighted Accounts Project

Gain perspective on the evolution of impact loan agreements; including an example that embeds impact reporting covenants into every loan agreement

Understand the public equities bias in ESG investing; including treatment of intangible assets

Delve into a variety of corporate ESG issues; ranging from governance factors and scandals to social issues

Contextualize green bonds in the sphere of sustainable fixed income and fixed income-like instruments

Examine the wide range of ESG indices and their performance as compared to other broader benchmarks

Discuss real-world examples of investment stewardship—the monitoring of and engagement with organizations to promote long-term value creation for investors

Understand the drivers of successful strategic engagement—the investor–investee dialogue that creates long-term value for investors and/or more sustainable outcomes for stakeholders

Identify the five phases of a private equity fund and how that affects investment decisions

Learn tools to design a portfolio that aligns with a chosen investment strategy

Compare investment opportunities in the United States versus abroad through the lens of ESG

Learn how to select for and promote diversity; equity; and inclusion in investment portfolios

Dive into social impact bonds—the stumbling and building blocks; the four critical success factors; and why social impact bonds are promising

Outline an evaluation strategy that measures the credible impact of your assessment

Present a strategic engagement project; and garner feedback from course leaders and industry experts