ESG & SRI Investing - Part 3

ESG & SRI Investing - Part 3

Overview

Investors seeking to pursue a socially responsible investing (SRI) approach may select from various SRI strategies, including ESG integration, active ownership, negative or exclusionary screening, norms-based screening, positive and best-in-class screening, thematic investing, and impact investing.

This eCourse consists of three modules. Module 1 defines SRI strategies and discusses their selection and implementation.

Module 2 and 3 are scenarios that examine how to work with retail and institutional clients to implement socially responsible investing (SRI). They explore why clients may choose to adopt SRI strategies and how SRI principles can be implemented across client types. Then follow the progress of the firm’s SRI policy implementation from inception to its practical application at a client meeting, testing your knowledge of SRI principles, terminology, strategies, and drivers.

Objective

On completion of this eCourse, you will be able to:
- Define ESG integration, active ownership, negative or exclusionary screening, norms-based screening, positive and best-in-class screening, thematic investing, and impact investing and list their uses and limitations
- Identify the practical application of SRI strategies to investment portfolios
- Recall the process for selecting an SRI approach

Content

Module 1: SRI Strategies
Topic 1: SRI Strategies Overview
Topic 2: Core Strategies
Topic 3: Screening Strategies
Topic 4: Advanced Strategies
Topic 5: SRI Strategies In Action
Topic 6: Selecting An SRI Approach

Module 2: ESG & SRI – Scenario (Retail)

Module 3: ESG & SRI – Scenario (Institutional)

Details

Code
TEPFM21000801
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