The quizzes are essential in provoking critical thinking and stimulating reflection. We have chosen the answer we think is best but not necessarily the only right answer. If you have a suggestion about our choice of answer, please leave a comment in the appropriate section below the course. We will be happy to exchange ideas...
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No, as long as you answered all of the questions on the quiz and it registers as complete, you can obtain a fully filled-out Certificate of Completion. Our courses are for you only. The principal benefit is having been exposed to ideas that you may not have come across before, even though you are a...
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We are no more qualified than any other investment consultant in the market. What we do have that others do not is a unique perspective that comes from broad and deep experience in the profession of active portfolio management, ESG integration, and portfolio construction on both the buy-side and the sell-side. We also have a...
"Why is Ataraxia qualified to give regenerative or ESG investment advice?"Continue reading
Ataraxia does not offer any credentials after taking any of the courses. What you gain from an Ataraxia course is ahead of its time and is somewhat different from mainstream current thinking in the investment management community. We sincerely hope that one day our courses and our insight might be the reference for the industry,...
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The techniques for effective regenerative portfolio management once ESG integration has taken place, using a variety of technological tools. This course takes the participant through a step-by-step process of constructing a systemically sound regenerative portfolio that is designed for impact, resilience, and agility. For practitioners and portfolio managers with investment experience seeking next-generation investment management...
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Overview of the key considerations after integrating environmental, social, and governance factors into regenerative investment management activity. Portfolio construction, company valuation, and overview of the use of information technology to achieve optimal results. The Essentials of Regenerative Investment course is a summary course of the more in-depth combination of ESG Integration, Regenerative Investment Culture, and...
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ESG integration is the foundation for optimally managing portfolios in terms of opportunity and risk in a world in which the non-financial and systemic outweigh pure financial risks. This course covers the techniques of integrating ESG into a firm and a portfolio. A comprehensive overview of techniques and methods using AI, ML, NLP, and other...
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The financial sector has long promoted a behavior among its champions to shun empathy and humility in favor of the dispassionate pursuit of profit. In the context of regenerative investment, stewardship, and stakeholder alignment, a different set of values is required to succeed. This course covers what those values might be and how to shift...
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A strategic review of classical economic and financial theory relevant to modern regenerative portfolio construction, post-COVID-19. An examination of the structural shifts required to apply economic data to investment decisions and the need to re-frame economics as a social science to identify systemic, evidence-based correlations to predict asset valuations in the real economy. Prerequisite: Introduction...
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A course designed for investment professionals to provide a rigorous empirical framework after the integration of environmental, social, and governance factors into portfolio management strategy. This course is designed specifically to prepare and inform professionals on the challenges of regenerative investment management. A close examination of the concepts, dispelling hyperbole, myths, and issues surrounding regenerative...
"Foundations of Regenerative Investment"Continue reading