Financial Markets

ESG Investing - Part 3

概要

This course was previously known as ESG & SRI Investing - Part 3

Today, a growing number of investors are seeking to pursue an ESG investing approach – this approach may also be known as socially responsible investing (SRI), responsible investing, green investing, ethical investing, and so on. ESG investors may select from various 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 ESG investing 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 ESG investing. They explore why clients may choose to adopt ESG investing strategies and how ESG principles can be implemented across client types. Then follow the progress of the firm’s ESG policy implementation from inception to its practical application at a client meeting, testing your knowledge of ESG principles, terminology, strategies, and drivers.

宗旨

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 ESG investing strategies to investment portfolios
- Recall the process for selecting an ESG approach

內容

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

Module 2: ESG Investing – Scenario (Retail)

Module 3: ESG Investing – Scenario (Institutional)

詳情

活動編號
TEPFM21000801
地點
網上平台
相關主題
第9類 - 提供資產管理
標籤
語言
英文
級別
Intermediate
課程時數
SFC:1.50, PWMA:1.50
費用
所有會員: HK$460
機構會員員工: HK$460
非會員: HK$665