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 Highlight

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

Administrative 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
Hours
SFC:1.00, PWMA:1.00
Fees
All Member: HKD285
Non-Member: HKD420
Staff of Corporate Member: HKD285