MPF Training Programme Module 12: MPF Investment and the Development of the MPF System (2025)

Module 12: MPF Investment and the Development of the MPF System (2025)

Part 1: MPF Investment

1. Environmental, Social and Governance (ESG) and Sustainable Investing

• Overview of Sustainable Investing
• Relevance of ESG factors in MPF investing
• ESG Integration for MPF Funds

2. Default Investment Strategy (DIS)

• Design of the DIS
• Risks and returns of the DIS
• Relevant conduct requirements for MPF Intermediaries (MPFIs) when dealing with clients on the DIS

Part 2: Other Conduct Issues of MPFIs 

Regulation on Offering of Rebates, Gifts and Incentives

• Regulatory requirements regarding offering rebates, gifts and incentives
• Guidance to MPFIs for avoiding contravention of the relevant regulatory requirements
• Enforcement cases sharing

Part 3: Updates on the Development MPF System

• Updates on MPF full portability