This webinar, “The Global State of GSSS Bonds”, presented by James Cardamone, associate director of ESG product at FactSet-owned Truvalue Labs, takes a deeper look at some of the financial instruments associated with ESG investing – many of which have recently witnessed an increasing groundswell of supply and demand. Through this presentation, you should acquire a better picture of ESG-related fixed income products, such as green, social, sustainable, and sustainability-linked bonds, how to analyze them, and, ultimately, make better informed investment decisions. Among other topics, Cardamone explores the allure behind these fixed-income products, who is selling and buying them, how they differ from conventional bonds, and what purposes they serve within the ESG investing sphere.

“The Global State of GSSS Bonds” webinar continues with James Cardamone, associate director of ESG product at FactSet-owned Truvalue Labs, demonstrating green bond performance, the ‘greenium’ effect, and delves further into how to evaluate green bond issuers, as well as analyze their performance in the secondary market.

“The Global State of GSSS Bonds” webinar continues with James Cardamone, associate director of ESG product at FactSet-owned Truvalue Labs, addressing participants' questions about ESG scoring, and green washing – topics that will also be echoed in later lessons.

The next series of videos introduces you to ESG-themed ETFs, another asset class in the sustainability-related space, including a broad overview by Ron DeLegge, founder of ETFguide and host of the series ETF Battles. In that introduction, DeLegge offers insights into how standards vary across these products, as well as presents four of the top US-listed ETFs by assets, which may be used to begin your research. DeLegge is then joined by two analysts, who compare and contrast three index-based, ESG-focused ETFs from iShares and Vanguard – with their evaluations formed on the bases of cost, exposure strategy, performance, and more – demonstrating how you can follow their analytical strategies for your own investing decisions.

Readings in this module home in on the principles underlying different types of ESG-related fixed income products, examines certain specific bonds, as well as delves into certain government policy underpinning the rise of green asset supply, product diversity, and fund flows. We’ve also provided some commentary and research that addresses certain critical challenges of green bonds that you may factor into your analyses.