HK trade body partners with CFA for ESG qualification

To set up a course designed to meet demand in the investment industry

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The Hong Kong Management Association (HKMA) and the CFA Institute are collaborating to launch a professional certificate programme in global ESG investing.

The official syllabus and course materials of the CFA Institute Certificate in ESG Investing, which are recognised by the United Nations Principles for Responsible Investment (PRI), will be adopted in the programme to help students prepare for the certificate. It will be under the HKMA Global Centre for ESG Education and Research (GC-ESG).

“Talents with ESG-related knowledge and skillsets are extremely sought-after now, both locally and internationally,” said Titania Woo, executive director of the HKMA.

The HKMA, which was set up in 1960 as a non-profit organisation, is offering the professional certificate programme in global ESG investing to equip professionals with comprehensive knowledge on ESG investing and related international standards.

Indicative topics include:

  • 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

“CFA Institute sees a clear role for the financial services sector to play in integrating ESG factors into the investment process, and providing targeted expertise and solutions on key ESG issues to help create a sustainable future,” said Nick Pollard, managing director, Asia Pacific, at the CFA Institute.

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