課程資料
時間表
- 2026年10月8日(週四) - 2026年11月27日(週五) 下午 7:00 - 下午 10:00
報名日期
2026年9月2日(週三) - 2026年10月7日(週三)
價錢
HKD 8,500
(Tuition fee for Members:HK$8,000
Tuition fee for Non-members:HK$8,500)
(Tuition fee for Members:HK$8,000
Tuition fee for Non-members:HK$8,500)
課程級別
學習模式
修業期
27 小時
教學語言
廣東話
地點
The Hong Kong Management Association 14/F, Fairmont House 8 Cotton Tree Drive Central
證書
- 可獲發
- *證書的發放與分配，依課程提供者的政策及安排而定。
課程簡介
INTRODUCTION
The HKMA Global Centre for ESG Education and Research (GC-ESG), now offers Professional Certificate Programme in Global ESG Investing to equip professionals with comprehensive knowledge about ESG investing and related international standards. The official syllabus of The CFA Institute “ Sustainable Investing Certificate ” will be adopted in this programme to help students prepare for the examination organized by CFA Institute. The learning materials adopted in this programme have been recognized by the United Nations Principles for Responsible Investment (PRI).
課程內容
Indicative Topics
- Introduction to ESG
- The ESG Market
- Environmental Factors
- Social Factors
- Governance Factors
- Engagement and Stewardship
- ESG Analysis, Valuation, and Integration
- ESG Integrated Portfolio Construction and Management
- Investment Mandates, Portfolio Analytics, and Client Reporting
LEARNING OUTCOMES
By completing this programme, participants will be able to acquire the following knowledge and skills:
- - Different approaches to responsible investment and specifically, consideration of environmental, social and governance (ESG) factors;
- - The underlying issues that constitute factors within each of the environmental, social and governance areas;
- - The broader sustainability context and global initiatives;
- - Environmental factors, systemic relationships, material impacts, megatrends and approaches to environmental analysis at
- country, sector and company levels;
- - Social factors, systemic relationships, material impacts and approaches to social analysis at country, sector and company levels;
- - Governance factors, key characteristics, main models and material impacts;
- - Engagement and stewardship;
- - ESG analysis, valuation and integration;
- - ESG integrated portfolio construction and management; and
- - Investment mandates, portfolio analytics and client reporting.
Students are also expected to have developed the ability to:
- - Apply a range of approaches to ESG analysis and integration across a range of asset classes; and
- - Analyse how ESG factors may affect industry and company performance, and security valuation across a range of asset classes.
