Passive Investment Index Investing Series Module 1: Overview of Indices (Thematic Strategies, Smart Beta, ESG)

Course Code:

PE4200698

Start Date:

2025/06/19

Hours:

3.0

Level:

Short Course

Fee:

$330

Application Form Apply Now

Email:

peak@vtc.edu.hk

Enquiry:

28361922

Module 1: Overview of Indices (Thematic Strategies, Smart Beta, ESG)

- Basic concept of Index (Global and Local Indices)

- About Index/Passive Investing, Benefits and Drawbacks

- Indices by asset class – Equities, Fixed Income and Alternative Investments

- Indices by category – Thematic, Strategies, Smart Beta, ESG and Custom

- Compare different weighting methods

Teaching Language

All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)

Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours

IA CPD Hours: 3

MPFA Non-core CPD Hours: 3

SFC CPT Hours: 3

HKMA ECF CPD Hours 3

2025/06/19

Date: 19.06.2025
Time: 2:00pm - 5:00pm
Duration: 3 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai

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