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.
Topics
For district managers
1. Sustainable development concept and trends
- The evolution of sustainable development
- Global perspectives
- Corporate performance & 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
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
2. 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
