ESG Investing and Its Applications in Insurance Module 1: From SRI to ESG Investing - Aligning Wealth Management Products with Investor Values

Course Code:

PE4201027

Start Date:

To Be Advised

Hours:

3.0

Level:

Short Course

Application Form

Email:

peak@vtc.edu.hk

Enquiry:

28361922

(This course introduction in provides Chinese contents only)

簡介

環境、社會及管治（ESG）投資是一種策略，ESG投資依賴於獨立評級，本系列課程可説明學員評估公司在環境績效、社會影響和管治問題方面的相關產品、最新發展和增值項目。

課程大綱

隨著越來越多的投資者和金融公司利用ESG來支援他們的投資決策，ESG投資呈幾何級增長。本課程的目標是成為ESG解決方案的一站式商店，予學員瞭解更多關於將ESG的投資流程以及提供ESG相關投資產品的資訊。

1. 從社會責任投資（SRI）到責任投資（RI）

2. 然後是可持續投資（SI）到ESG投資

3. ESG改變投資格局

4. ESG策略與ESG評級

5. ESG相關投資基金和ETF產品

6. ESG相關的保險和儲蓄產品

7. ESG相關的固定收益和貸款產品

8. ESG相關衍生工具及另類投資產品

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

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