Financial Markets

ESG Investing - Part 1

Overview

This course was previously known as ESG & SRI Investing - Part 1

Traditionally, investors have been concerned with one thing: financial returns. But in recent decades, many investors have begun to move beyond purely financial considerations. More and more, investors are considering environmental, social, and governance (ESG) factors when making investment decisions.

This practice is known as socially responsible investing (SRI). It is also sometimes known as ESG investing, ethical investing, responsible investing, green investing, and many other names. Broadly speaking, SRI means pursuing an investment strategy that considers both financial returns and broader social and environmental impacts.

This eCourse consists of two modules which provide a high-level overview of ESG and SRI.

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 strategies and identify their objectives

Content

Module 1: ESG & SRI – Primer

Module 2: ESG – 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
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
Type 6 - Advising on corporate finance
Type 7 - Providing automated trading services
Type 8 - Securities margin financing
Type 9 - Asset management
Type 10 - Providing credit rating services
Type 11 - Dealing in OTC derivative products or advising on OTC derivative products
Type 12 - Providing client clearing services for OTC derivative transactions
Language
English
Level
Introductory
Hours
SFC:1.00, PWMA:1.00
Fees
All Member: HK$285
Staff of Corporate Member: HK$285
Non-Member: HK$420