ESG & SRI Investing - Part 2

ESG & SRI Investing - Part 2

Overview

Socially responsible investing (SRI) has experienced explosive growth in recent years. Both institutional and retail investors have turned to SRI to enhance returns and reduce risk. Passive investment instruments have accelerated the shift to SRI and a growing body of evidence supports the efficacy of SRI strategies. Environmental, social, and governance (ESG) factors can have a profound impact on corporate performance and investment returns. Understanding these factors and how they may influence companies and markets can help investors enhance their returns and reduce their risk

This eCourse consists of two modules. Module 1 discusses SRI investing, identifying key drivers of its uptake and exploring the characteristics of SRI investors.

Module 2 defines ESG factors and explores case studies that illustrate their impact on companies and investment returns.

Objective

On completion of this eCourse, you will be able to:
- List the factors driving SRI growth
- Identify the characteristics of SRI investors
- Recognize the advantages and disadvantages of passive approaches to SRI
- Compare the risk-adjusted performance of SRI and traditional investment strategies
- Define environmental factors and identify how they impact corporate performance
- Define social factors and identify how they impact corporate performance
- Define governance factors and identify how they impact corporate performance
- Recognize the role that ESG analysis can play in identifying investing risks and opportunities

Content

Module 1: ESG & SRI – Investing
Topic 1: Investing Landscape
Topic 2: SRI Growth Drivers
Topic 3: SRI Investors
Topic 4: SRI & Passive Investing
Topic 5: SRI Performance

Module 2: ESG Factors
Topic 1: ESG Overview
Topic 2: Environmental Factors
Topic 3: Social Factors
Topic 4: Governance Factors
Topic 5: ESG Analysis

Details

Code
TEPFM21000701
Venue
ePlatform
Language
English
Level
Intermediate
Hours
SFC:1.50, PWMA:1.50
Fees
All Member: HK$435
Staff of Corporate Member: HK$435
Non-Member: HK$615
Please choose the language
ENG