Workshop on Sustainability & ESG - Opportunities for Insurance and Wealth Management Professionals

Workshop on Sustainability & ESG - Opportunities for Insurance and Wealth Management Professionals

Overview

Pilot GSF Capacity Building Support Scheme

Maximum HK$10,000 Subsidy

Name of Programme Provider: The Hong Kong Management Association
Programme Provider Identification Code: PP-TRR419
Programme Identification Code: GTP-817223
Programme Name: Workshop on Sustainability & ESG – Opportunities for Insurance and Wealth Management Professionals

This programme is one of the Eligible Programmes under the Pilot Green and Sustainable Finance Capacity Building Support Scheme .

Eligible applicants may apply for reimbursement of relevant fees upon successful completion of Eligible Programmes, subject to a ceiling of HK$10,000 and other conditions.

Application should be sent directly to the Pilot GSF Capacity Building Support Scheme office within three months after programme completion. For details, please visit the Scheme website: www.greentalent.org.hk or contact the Scheme enquiry hotline: 852-2258-6000 or email to enquiry@greentalent.org.hk.


This workshop is divided into two levels, for various levels of management members, e.g. District Managers, Relationship Managers/investment advisors of insurance and wealth management organisations. It aims to give participants a comprehensive understanding of the latest trends of Sustainable Development and Environmental, Social and Governance (ESG). The intent is to provide an in-depth overview of the evolution of sustainable development, current trends and developing/future trends of ESG investment and market.

Contents

For Relationship Managers/ Investment Advisors

1. ESG Investment and Engagement

  • Material ESG issues and Indicators
  • Recent developments of ESG integration on investments
  • Engagement in the context of ESG investing

ESG Market and Developing Trends

  • Size and Growth of the ESG market
  • Explain the key drivers behind interest in ESG investing
  • Recognize current and developing ESG issues, trends and themes

For District Managers

1. Sustainable Development Concept and Trends

  • The evolution of sustainable development
  • Global perspectives
  • Corporate performance and stakeholder expectations
  • Stakeholder engagement and sustainability strategy

2. ESG Value Creation and Communication with Key Stakeholders

  • Describe approaches integrating ESG into the portfolio management process
  • Impact of ESG on active and passive management
  • How business reporting on ESG/SDGs can better inform investment decision for sustainable development

Information at a Glance

Code:

SG-S6003-2023-1-F

Commencement Date:

Tuition fee for Members:

HKD$1,500

Tuition fee for Non-members:

HKD$1,800

Medium of Instruction:

Cantonese

Mode of Instruction:

Face-to-face / Online

GSF

Programme Name:

Workshop on Sustainability & ESG - Opportunities for Insurance and Wealth Management Professionals

Programme Identification Code:

GTP-817223
Details

Enquiry

Course Details

Ms Vivian Yiu
Phone: 2774 8540
Email: vivianyiu@hkma.org.hk

General Enquiry / Course Enrolment / Membership Information

Phone: 2774 8500 or 2774 8501
Email: hkma@hkma.org.hk
Fax: 2365 1000

Payment Methods