Currículo

Innovative Investments for Sustainable Development IISD

Contextos

ECTS

3.0 (para cálculo da média)

Objectivos

The CU envisages providing the students with knowledge of the key principles of sustainable development and their integration into investment decisions. After accomplishing the course unit, the students should be able to analyze innovative digital investment platforms and instruments like crypto exchanges, cryptocurrencies, stablecoins, and tokenized assets (L01) as well as to understand clean investment instruments and strategies such as green bonds, impact investing, and sustainable business models (L02). The students also should be able to assess the role of private and public sector investments (L03) as well as the importance of policies, regulations, and global Initiatives (L04) in achieving the SDGs.ln addition, the students should assimilate the concepts and techniques of double materiality analysis, environmental taxonomy of the European Union, and sustainable investment strategies (LOS). Finally, yet importantly, the students should be sufficiently well prepared to critically engage with global challenges and design innovative, scalable, and sustainable solutions (LOG).

Programa

1.1ntroduction to Sustainable Development and Investment 1.1. Defining Sustainable Development (SDGs, ESG, triple bottom line) 1.2. Evolution of Sustainable Investing 1.3. The Role of Investors in Sustainability 1.4. Key Global Challenges and Investment Opportunities 2. Financial Fundamentals for Sustainable Development 2.1. Financial Markets, Funding Mechanisms, and Investment Vehicles 2.2. Risk and Return in the Context of Sustainability 2.3. The Role of Capital Markets in Financing Sustainable Development 2.4. ESG, SRI, and Impact Investing 3. Environment-conscious Investment Tools for Sustainable Development 3.1. Green Bonds, Social Bonds, and Sustainability-Linked Bonds 3.2. Impact Investing and Social Impact Bonds 3.3. Sustainability-linked Loans and Blended Finance Mechanisms 3.4. Case Study: Green Bonds: Market Analysis and Impact (e.g., World Bank Green Bonds) 3.5. Greenwashing: Ethical Concerns in Sustainable Investment 4. Digital Innovations for Sustainable Investments 4.1. The Role of Technology and Digitalization (Fintech for SDGs) 4.2. Blockchain, Crypto Exchanges, Cryptocurrencies, and Stablecoins 4.3. Digital Form of Cash 4.4. Tokenization for Cross-Border Payments 4.5. Tokenization of Real Estate Assets 4.6. Financial Inclusion Based on New Technologies 5. Policy, Regulation, and Global Initiatives 5.1. Global Regulatory Frameworks and Initiatives (e.g., EU Green Deal, UN PRI) 5.2. Policy and Regulatory Drivers of Sustainable Investment 5.3. The Role of Policy and Regulation in Scaling Investment 5.4. EU Taxonomy and Reporting Standards 5.5. Double Materiality Assessment (financial materiality: sustainability impact on the project; plus, non-financial materiality: project impact on sustainability}. 6. The Role of Institutional Investors in Driving Sustainability 6.1. Institutional Investors: Pension Funds, Sovereign Wealth Funds, and Foundations 6.2. The Role of Public-Private Partnerships (PPPs) 6.3. The Role of Social Enterprises and NGOs 6.4. Corporate Governance and Shareholder Activism in Sustainability 6.5. The Role of Venture Capital nnd Private Equity in Sustainability 6.6. Case Study: Impact of BlackRock's Sustainable Investment Initiatives 7. Case Studies of Successful Innovative Investment Projects 7.1 . Successful Examples of Sustainability-Focused Investments 7.2. Case Studies from Different Sectors of Economic Activity (Renewable Energy, Agriculture, Social Housing, Healthcare) 7.3. Assessing Impact: Measurement and Evaluation Techniques

Método de Avaliação

In the Continuous Evaluation System (CES), the grading elements are: Participation and Engagement: 1 Oo/o Project*: 40o/o Final Exam SOo/o. The Final Grade of the CES will be the maximum of: - (i) the weighted average of the 3 elements (participation in classes, project, and exam); - (ii) the final exam grade. In the Exam Evaluation System based on solely one exam: The only grading element is the final exam *Project: Students will submit and present a proposal for an innovative investment initiative addressing a specific SDG.

Carga Horária

Bibliografia

Principal

• Environmental, social, and governance (ESG) and artificial intelligence in finance: State-of-the-art and research takeaways. Artificial Intelligence Review, 57; 76. https://doi.org/1 0.1 007/s1 0462-024-10708-3: Lim, T. 2024
• An Introduction to the Cryptocurrency and Blockchain Universe. AAFDL Editora.: Rodrigues, A.A. 2024
• Impact Investing: Transforming How We Make Money While Making a Difference. Innovations: Technology, Governance, Globalization, 6 (3), pp. 9-18. https://doi.org/1 0.1162/INOV _a_00077.: Bugg-Levine, A. and Emerson, J. 2011
• Environmental, Social, and Governance (ESG) Investing, Academic Press.: Hill, J. 2020
• Global Sustainable Investment Review.: Global Sustainable Investment Alliance 2020
• The Age of Sustainable Development. Columbia University Press.: Sachs, Jeffrey D. 2015

Secundária

Disciplinas de Execução

2025/2026 - 2 Semestre