Wealth Management

Building Sustainable Portfolios for Family Offices


This course offers a fundamental understanding of building sustainable portfolios for family offices. It includes a guided process, a case study, and interactive learning opportunities. It consists of two modules:

Module 1 discusses Asian asset owner mindsets and structures, explores the spectrum of capital, examines four common approaches to starting sustainable portfolios, and presents a case study on RS Group.

Module 2 includes practical exercises to apply new skills. It covers the top 10 questions for starting a sustainable investing journey, demonstrates their impact on defining investment parameters through case studies, and offers portfolio selection practice based on sample profiles.


On completion of this course, you will:
• Be able to recognise the four common approaches in building a sustainable portfolio
• Have gone through an example of a case study of an Asian family office portfolio: RS Group
• Be able to understand the key resources to get started
• Be able to identify and describe the key parameters in starting a sustainable portfolio
• Be able to determine appropriate sustainable portfolios based on investor profile


Module 1- Building Sustainable Portfolios - Part 1*:
Topic 1: Context: Asian Asset Owner Mindsets and Structures
Topic 2: Spectrum of capital
Topic 3: 4 Common approaches of starting sustainable portfolios.
Topic 4: Case Study: RS Group

Module 2 - Building Sustainable Portfolios - Part 2*:
Topic 1: Four Approaches
Topic 2: Top Questions in Practice
Topic 3: Case Study 1 JLIN LLC
Topic 4: Case Study 2 Access Ventures
Topic 5: Exercises

Final Assessment questions*

1) RS Group Impact Report
2) The ImPact - Understanding Impact Investing for Families
3) World Economic Forum: Impact Investing: A Primer for Family Offices
4) Top Ten Questions

*mandatory to complete

Who should attend

1. Private wealth managers and advisors- especially those covering NextGen clients
2. Family office CIOs and investment teams as well as Principals who want to learn more.
3. Financial professionals interested to pivot their careers.
4. Those who want to understand the basics of sustainable finance from an investor's perspective.


Relevant Subject
Type 1 - Dealing in securities
Type 4 - Advising on securities
Type 9 - Asset management
SFC:1.50, PWMA:1.50
All Member: HK$390
Staff of Corporate Member: HK$390
Non-Member: HK$650