ESG Investing

The financial world is undergoing a significant transformation. The main focus of this course is about how to position a listed investment portfolio in the future of humans; by being invested in 5G, in the future tech economy and in sustainability investing. Participants will (1) learn how best to invest in the 5G and technology wave, (2) master the transformational forces of digitalization and the new competitive dynamics it gives rise to and (3) synthesize insights on green finance.

This workshop will introduce sustainability reporting and the relevant requirements for listed companies. Sustainability reporting adds value by heightening an organization’s awareness to remain robust and resilient through deployment of sustainable and efficient processes. There is clear evidence that the financial performance of companies corresponds with how well they handle environmental, social, governance (ESG) and other non-financial matters. Course participants will learn ways to identify listed companies with strong ESG proposition, how a strong ESG proposition creates shareholder value, and how ESG investing can result in long-term returns for their portfolios while caring for the environment.

• CEOs, CFOs, COOs
• Investment bankers
• Management consultants
• Financial analysts
• Institutional investors
• CFA candidates

• Understand the importance of 5G, the tech economy and sustainability investing
• Analyze the evolution of digital transformation
• Identify how Covid-19 affects consumer behaviors
• Develop ways to invest and ride on the 5G wave and the tech economy
• Solidify key takeaways using a recent sustainability reporting case study

Participants are not required to have specific prior experience of any of the subject areas. More experienced individuals will be able to build on their knowledge through practical, current case studies.

Overview

• Understand the importance of the tech economy
• Analyse the decade of digital transformation
• Identify how Covid-19 affects consumer behaviors
• Assess Farmtech, Edtech and the next moonshots

Investing in the tech economy

• Discuss the race for tech leadership
• Synthesize ways to stay invested and ride on the tech trends
• Analyse the top tech trends that will impact equity and credit markets for 2021
• Group case study discussion

Riding the 5G wave

• Identify where are we in the 5G cycle
• Understand what does 5G mean for entrepreneurs and for investors
• Synthesize how to deploy sustainable and efficient processes
• Develop ways to invest and ride on the 5G wave

ESG investing

• Understand sustainability reporting and ESG investing
• Identify challenges towards sustainable reporting
• Learn how covid-19 has put a renewed focus on ESG investing
• Evaluate how companies link financial and non-traditional metrics to prevent short term trade-offs
• Analyse the performance of green investment trends in both bull and bear markets
• Synthesize how to incorporate ESG with negative and positive screening method
• Solidify key takeaways using a recent sustainability reporting case study