ESG Bonds Investing Simulation
Focussed on the bonds market, this simulation brings bonds investing and ESG decision-making to life
Participants take on the role of a Fund Management team running an aggregate bond fund, investing in a mixture of government and corporate debt. Using macro news, economic indicators, and company-specific news, coupled with ESG rating information, teams make investment decisions over a three-year period, creating and rebalancing their portfolios to maximise returns and ESG credentials. Teams also manage the active duration of their fund via interest rate swaps.
In our ESG Bonds Investing Simulation…
Working in teams to exceed the performance of a benchmark, participants share their ideas and expertise with each other. They combine their knowledge of the technicalities of fixed income products with their interpretation of the simulation environment and attempt to build a market-beating portfolio. They are tasked to keep ESG factors at the heart of their decision-making while delivering performance for their customers.
This interactive simulation is designed to help participants understand a comparatively new area of finance. While the concept of ESG and its role in the financial system is still developing, demand for ESG related products is growing. This simulation is designed to let participants test themselves, take risks, and balance multiple constraints, while putting customer outcomes front and centre.
Learning outcomes include:
The fundamentals of ESG ratings - their commonalities and differences, how the ratings agencies build them
The fundamentals of ESG ratings – their commonalities and differences, how the ratings agencies build them
Application of knowledge of bonds to a fixed income portfolio managed over a simulated period of time
Application of knowledge of bonds to a fixed income portfolio managed over a simulated period of time
The application of a simple derivative in the form of an interest rate swap to enhance yield and manage risk
The application of a simple derivative in the form of an interest rate swap to enhance yield and manage risk
Consider a variety of sectors to build a diversified portfolio and encounter a wide range of risks and opportunities
Consider a variety of sectors to build a diversified portfolio and encounter a wide range of risks and opportunities
Understand how fund performance is measured both in your organisation and the fund management industry as a whole
Understand how fund performance is measured both in your organisation and the fund management industry as a whole
Summarise how fund performance is calculated, outlining key fund management metrics such as relative return, Sharpe ratio, and Information ratio
Summarise how fund performance is calculated, outlining key fund management metrics such as relative return, Sharpe ratio, and Information ratio
Get in touch today for a demo of our ESG Bonds Investing Simulation
Get in touch today for a demo of our ESG Bonds Investing Simulation
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