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Certificate in ESG Investing

After completing this course, learners will have a comprehensive understanding of ESG investing and the factors that drive its integration into investment strategies. They will gain knowledge on how ESG factors affect the financial system and the economy, as well as the importance of engagement and stewardship in responsible investing. Learners will also be able to analyze and integrate ESG factors into investment analysis, valuation, and portfolio construction, and understand the key mechanisms for reporting and monitoring ESG performance. Overall, this course will equip learners with the necessary skills and knowledge to integrate ESG factors into investment decision-making and align investment strategies with clients' ESG objectives.

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Certificate in ESG Investing

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Curriculum
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Learning Objective

Identify the key drivers and challenges for ESG integration across various stakeholders in the investment industry, including asset owners, asset managers, fund promoters, policymakers, and investees

Understand the main ESG factors and how they impact corporate governance, environmental issues, social issues, and key megatrends

Analyze the impact of ESG factors on investment performance and security valuation, and learn how to integrate ESG into the investment process

Evaluate different approaches to screening and portfolio construction, and understand how ESG integration can affect the risk-return dynamic of portfolio optimization

Explore the importance of mandate construction and client reporting in effective ESG investing, and understand how ESG screens can be embedded in mandates for returns and risk management

Develop knowledge and skills in engagement and stewardship principles, methods, and codes, and understand the benefits and criticisms of engagement in investment

Curriculum

Module 1

Overview to ESG Investing and the ESG Market

Module content:
  • History and scope of ESG investing
  • Market drivers of ESG integration
  • Drivers and challenges for ESG integration among stakeholders

Module 2

Environmental, Social and Governance Factors

Module content:
  • Impact of climate change on the financial system
  • Pressures on natural resources and circular economy
  • Globalization, automation, and inequality
  • Material impacts of changing demographics and digitization
  • Corporate governance frameworks

 

Module 3

Engagement and Stewardship

Module content:
  • Purpose, benefits, and criticisms of engagement
  • Principles and requirements of stewardship codes
  • Approaches to engagement across different asset classes

 

Module 4

ESG Analysis, Valuation and Integration

Module content:
  • Qualitative and quantitative approaches to ESG analysis
  • Identifying material ESG-related factors
  • Integrating ESG factors into traditional financial analysis

 

Module 5

ESG Integrated Portfolio Construction and Management

Module content:
  • Approaches to integrating ESG into portfolio management
  • Impact on risk-return dynamic of portfolio optimization

Module 6

Investment Mandates, Portfolio Analytics and Client Reporting

Module content:
  • Importance of mandate construction
  • ESG screens in mandates for returns and risk management
  • Common ESG features sought by asset owners and intermediaries
  • Client types and objectives influencing ESG investing strategy
  • Key mechanisms for reporting and monitoring ESG performance

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Detail

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Course Name
Certificate in ESG Investing
Suitable for
18 hours
Learning Mode
$10,000
Class Size
  • Professionals who wish to enhance their skills and expertise in integrating ESG factors into their investment decisions or recommendations.
  • Investors, Corporate Management
  • Fund managers, Insurance Practitioners
Medium of Instruction
Face to Face
Completion Criteria
Cantonese with English terms
Upon completion of the course with achieving 70% attendance and 60% of total score in assessment, students will be awarded the certificate of completion.
Attendance requirement: not less than 70% attendance
Assessment requirement: achieve not less than 60% of total score, the assessment consists of 40 multiple choice questions.