Insegnamento a.a. 2025-2026

20816 - SUSTAINABLE FINANCE AND ESG INVESTING

Department of Finance

Course taught in English

Student consultation hours
Go to class group/s: 26
TS (6 credits - I sem. - OB  |  SECS-P/09)
Course Director:
TO BE DEFINED

Classes: 26 (I sem.)
Instructors:
Class 26: TO BE DEFINED


Mission & Content Summary

MISSION

This course aims to introduce students to the sustainability issues and ethical challenges facing today's financial industry. The course leverages the joint expertise of the class to help understand the entire sustainable finance universe, from shareholder engagement to constructing innovation driven ESG portfolios. Through lecture formats, data-driven workshops, hands-on team projects, and real case studies of innovative financial players, you will be exposed to the methods, contexts, and insights that enable providers and seekers of financing to create value.

CONTENT SUMMARY

  • Principles of sustainable finance

  • Measuring sustainability: ESG data and its challenges

  • Investor engagement and activism

  • Measuring ESG performance and pricing of risks: Can investors do well by doing good?

  • Investor demand for sustainability and the many facets of sustainable finance in public and private markets


Intended Learning Outcomes (ILO)

KNOWLEDGE AND UNDERSTANDING

At the end of the course student will be able to...

Understand and explain core investment and financing techniques concepts; understand and explain the foundations of sustainable finance

APPLYING KNOWLEDGE AND UNDERSTANDING

At the end of the course student will be able to...

Apply the key concepts of sustainable finance and critically assess the incentives and actions of firms, investors, and other stakeholders regarding ESG, as well as their outcomes.


Teaching methods

  • Lectures
  • Guest speaker's talks (in class or in distance)
  • Practical Exercises
  • Individual works / Assignments
  • Collaborative Works / Assignments
  • Interaction/Gamification

DETAILS

  • Guest speakers: The course will feature guest speakers that are experts in sustainable finance.
  • Exercises: Students will work on numerical exercises and data exercises 
  • Case studies: Students will work on their favorite case studies, assigned in a competitive bidding process; the cases are assigned to give a sense of solving allegedly real problems facing a firm
  • Individual assignments: Students work through individual assignments (quizzes) throughout the course, helping students to synthesize the material.
  • Group assignments: Students will work on both case studies and self-chosen team projects in groups, with the latter assigned in a competitive bidding process.
  • Interactive class activities: The course will include a keystone online simulation, role playing during case discussions, and live polling during classes.

 


Assessment methods

  Continuous assessment Partial exams General exam
  • Written individual exam (traditional/online)
    x
  • Individual Works/ Assignment (report, exercise, presentation, project work etc.)
x    
  • Collaborative Works / Assignment (report, exercise, presentation, project work etc.)
x    
  • Active class participation (virtual, attendance)
x    
  • Peer evaluation
x    

ATTENDING AND NOT ATTENDING STUDENTS

Course assessment is identical for attending and non-attending students.

 

Your course grade will reflect your performance, with weights determined as follows:

Participation (10% of grade)

Quizzes (10% of grade)               

Team work (30% of grade)  

Final exam (50% of grade)

 

Participation: Measured by how much you contribute to the learning of others in the course.
 

Quizzes: They are aimed at helping synthesize the course material and assessing one’s ability to apply analytical tools and institutional knowledge. Each student hands in all the quizzes. You are allowed, and encouraged, to work on the quizzes with other class members, this significantly increases learning. You are not allowed to use answers obtained from outside the class, for example from online sources—this is cheating, it is unethical, and it violates the Bocconi Honor Code.
 

Teamwork: Include case writeups and a presentation.

Final exam: The final exam covers all course material. We will discuss the precise format during the course.


Teaching materials


ATTENDING AND NOT ATTENDING STUDENTS

  • Course note packet (on Blackboard): The online course pack contains video materials, syllabus, class lecture notes, technical documents, journal articles, and data files.
  • Cases (on Blackboard): a set of cases we work through in class.
  • FAQ (on Blackboard): an up-to-date guide to Frequently Asked Questions about the course.
  • Textbook: There is no textbook for the course.
  • Pre-readings (on Blackboard): See the course notes for pre-reading to be done before the course formally begins.
Last change 30/05/2025 11:41