概要

This Unit 12 of The Private Equity Learning Pathway (PELP) is part of a 12-unit series designed to provide a comprehensive understanding of how a Private Equity fund operates. In this unit, Yuni Choi, manager of a 100% sustainable portfolio in a family office, covers the subject of responsible investing explaining the different definitions and categories in the sector as well as the investment process.

Check out the other units in the Learning Pathway:

• Unit 1: What is Private Equity?
• Unit 2 - Fund Finances
• Unit 3 - Legal Considerations
• Unit 4 - Tax Consideration
• Unit 5 - Capital Raising & Investor Relations
• Unit 6 - The Investment Process
• Unit 7 - Deal Valuation & Performance Measurement
• Unit 8 - Portfolio Management
• Unit 9 - Financial Risk Management
• Unit 10: Business Management and Fund Administration
• Unit 11 - Governance & Compliance

宗旨

On completion of this eCourse, you will be able to:
- Define responsible investing and describe its key concepts and categories
- Identify best practices for setting up a responsible investment process in private equity
- Explain the steps involved in the responsible investment process from start to finish
- Recognise the principles of impact investing and its role in achieving blended finance outcomes
- Summarise the key approaches and strategies used in responsible investing within private equity

內容

The module covers the following titles:
• Introduction
• What is Responsible Investing?
• Best Practices: Set-Up & The Investment Process
• Going Deeper: Impact Investing & Blended Finance
• Conclusion
• Final Quiz

對象

This course is for private equity professionals, career starters, those transitioning to private banking, and service providers like bankers, accountants, IT professionals, lawyers, and trust administrators.