ESG & SRI Investing - Part 1

ESG & SRI Investing - Part 1

Updated

Overview

As the world grapples with emerging risks such as climate change, aging populations, and technological vulnerabilities, investors are searching for investment options that go beyond simple financial concerns. Increasingly, both retail and institutional investors are seeking out assets that perform well on environmental, social, and governance (ESG) dimensions. Socially responsible investing (SRI) is rapidly gaining popularity, and assets under management with an SRI mandate are growing fast.

This eCourse consists of two modules which provide a high-level overview of ESG and SRI investing and identifies key SRI strategies and considerations.

Objective

On completion of this eCourse, you will be able to:
- Define socially responsible investing (SRI)
- List key SRI indices
- Define environmental, social, and governance (ESG) factors
- List the major sources of ESG data
- Name major SRI investing strategies and identify their objectives

Content

Module 1: ESG & SRI – Primer

Module 2: ESG & SRI – An Introduction
Topic 1: ESG & SRI Overview
Topic 2: Environmental Case Study
Topic 3: Social Case Study
Topic 4: Governance Case Study
Topic 5: ESG Data
Topic 6: SRI Strategies

Details

Code
TEPFM21001101
Venue
ePlatform
Language
English
Level
Introductory
Hours
SFC:1.00, PWMA:1.00
Fees
All Member: HK$270
Staff of Corporate Member: HK$270
Non-Member: HK$390