CFA ESG Investing summary notes created in 2023. 101 pages long, 9 chapters covered Certificate in ESG Investing (ESG Certificate) notes proved very useful in the exam.

  • Summary Source
  • CFA ESG INVESTING summary of each chapter
  • Class Year
  • 2023
  • Grade
  • pass
  • Number of Pages
  • 101
  • Number of Sales
  • 25
  • Staff Rating
  • 4.75/5

The document is composed by 100 pages with definitions, methodologies and screenshots of table/graphics which summarize each chapter of the CFA Certificate in ESG Investing Curriculum 2023.

I’ve passed the test by reading the summary as many times as I could. If you don’t feel confident about a concept in the summary, my advice is to check out the book. You must understand all the concepts written in my document to succeed.

  • Ch. 1 – Introduction to ESG Investing (Page 1)
  • Ch. 2 – The ESG Market (Page 8)
  • Ch. 3 – Environmental Factors (Page 13)
  • Ch. 4 – Social Factors (Page 30)
  • Ch. 5 – Governance Factors (Page 37)
  • Ch. 6 – Stewardship and Engagement (Page 44)
  • Ch. 7 – ESG Analysis, Valuation, and Integration (Page 54)
  • Ch. 8 – Integrated Portfolio Construction and Management (Page 66)
  • Ch. 9 – Investment Mandates, Portfolio Analytics, and Client Reporting (Page 90)

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