Examine how ESG initiatives and performance can influence a company’s income and cash flow statements, and balance sheet.
ESG factors are becoming increasingly important considerations in many firms’ capital allocation decisions. ESG integration is a strategy that can be employed to conduct a more robust financial analysis and to get a more complete picture of a company’s valuation and its overall risk profile.
This course will cover the most important qualitative and quantitative factors that may impact a company’s financials. Participants will dive into a case study and interpret ESG information from an example company’s sustainability report, then model various scenarios in Excel. You will also work through several optional, advanced modelling techniques to support cleaner data visualization, including the use of Macabacus shortcuts in Excel.
- Define ESG integration
- Explain how ESG integration and ESG investing are different and how they complement one another
- Analyze how ESG factors or company initiatives impact financial results
- Translate company-provided sustainability information into model assumptions
- Integrate a company’s ESG initiatives into a financial model and see how they affect company valuation
- Explore advanced modelling techniques to improve your Excel skills and create more dynamic models
WHO WILL BENEFIT
Investment professionals, management consultants, financial analysts and investor relations teams and senior managers at both private and public companies.