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.
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
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)
Staff of Corporate Member: HKD460