Financial Markets

ESG Investing - Part 2

Retired

Overview

This course was previously known as ESG & SRI Investing - Part 2

ESG investing – sometimes also known as socially responsible investing (SRI), responsible investing, green investing, ethical investing, and so on – has experienced explosive growth in recent years. Both institutional and retail investors have turned to ESG investing to enhance returns and reduce risk. Passive investment instruments have accelerated the shift to responsible investment, and a growing body of evidence supports the efficacy of ESG investing strategies.

This eCourse consists of two modules. Module 1 discusses ESG investing, identifying key drivers of its uptake and exploring the characteristics of ethical 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 ESG investing growth
- Identify the characteristics of ethical investors
- Recognize the advantages and disadvantages of passive approaches to ESG investing
- Compare the risk-adjusted performance of ESG 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 Investing - An Introduction
Topic 1: Investing Landscape
Topic 2: ESG Growth Drivers
Topic 3: ESG Investors
Topic 4: ESG & Passive Investing
Topic 5: ESG Investing 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
Relevant Subject
Type 1 - Dealing in securities
Type 2 - Dealing in futures contracts
Type 3 - Leveraged foreign exchange trading
Type 4 - Advising on securities
Type 5 - Advising on futures contracts
More
Tags
Retired
Language
English
Level
Intermediate
Hours
SFC:1.50, PWMA:1.50
Fees
All Member: HK$480
Non-Member: HK$720
Staff of Corporate Member: HK$480