I disagree with the answer to a quiz question. What can I do?

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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I have printed my Certificate of Completion but it doesn’t have the date or my name on it.

If the date and your name are missing on the Certificate of Completion then you probably also have less than 100% on your progress bar. This usually comes from the fact that lessons need to be marked as complete (even though there is no immediate content) in the same way as topics (where all the...

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Why is Ataraxia qualified to give regenerative or ESG investment advice?

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...

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Can I get help with my course from a live tutor?

Yes, for paid courses, you can schedule a 15-minute call by going to the Schedule page and setting up an appointment. This is only for technical help or specific issues. If you are interested in sharing your ideas about the course content or discussing the ideas, we suggest you send an email to [email protected] and...

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Can I earn credentials or credits by taking an Ataraxia course?

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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How long do courses take?

The time varies by course and is usually announced in the blurb before checkout. In general, courses take between 3 and 5 hours including the videos and quizzes. You don’t have to sit the whole thing in one session but you can come back to a course for which you are registered as often as...

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Regenerative Portfolio Management

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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Essentials of Regenerative Investment

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

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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