| Section | Weight | Introduction |
|---|
| Introduction to ESG Investment | 15% | Describe what ESG investing is, understand the history of ESG investing, identify several common concepts such as ESG investing, sustainable investing and responsible investing and differentiate between ESG investing and traditional investing; compare the current development of ESG investing in different markets to illustrate the current opportunities and challenges of ESG investing; compare the strengths and weaknesses of different ESG investing strategies, and illustrate the impact of major ESG investing initiatives on ESG investing in the market. The impact of ESG investment initiatives on ESG investment. |
| Environmental Issues in Investment | 15% | Knowledge of the key concepts of climate change, pressure on natural resources, and the circular economy, understanding of the impact of environmental issues on business and financial systems, familiarity with major global environment-related policies and initiatives, understanding of carbon pricing methodologies, and assessing the impact of environmental issues on business value. |
| Social Issues in Investment | 10% | Understand key social trends and how they affect business activities, understand the risks and opportunities presented by social issues, and understand policy actions at the international, regional and national levels to address social issues. In addition, candidates will be able to analyze the specific impact of social issues on the value of enterprises and their financial performance, including ratio analysis and financial modeling. |
| Governance Issues in Investment | 10% | Understand the development and evaluation elements of corporate governance frameworks, the impact of board structure on corporate governance, and the key role of auditing in corporate governance. Be able to compare and contrast corporate governance models in different markets, understand the development and current status of corporate governance in China, and understand the specific impact of corporate governance issues on enterprise value and financial valuation |
| Fundamentals of ESG Analysis | 15% | Understand the types and sources of ESG data and the methods of assessing the quality of these data, be able to compare and contrast different mainstream ESG rating systems, familiarize with domestic and international ESG disclosure guidelines, and understand the main contents and methods of compiling ESG reports, laying the foundation for ESG analysis in practice. |
| ESG Investment Integration | 20% | Understand the types and sources of ESG data, understand how the various participants in the investment value chain interact to influence the development of ESG investments, understand the rationale for investors to choose to integrate ESG factors, understand the purpose and main forms of engagement and due diligence management by investors, understand qualitative and quantitative ESG analysis methodologies, understand the ESG integration methodologies for different types of assets. |
| ESG and Portfolio Management | 10% | Understand the process of ESG integration in portfolio management, understand the impact of ESG integration on asset allocation, including the importance and impact of ESG factors in asset allocation decisions. Understand the approach to ongoing portfolio management and monitoring in portfolios, which will help to better address ESG-related investment and asset management challenges. |
| Hot Topics in ESG | 5% | Describe and analyze four hot topics for the ESG investment market in 2023: the International Financial Reporting Sustainability Disclosure Standards, the outcome of the 28th Conference of the Parties to the United Nations Framework Convention on Climate Change, Japan's nuclear wastewater discharges to the sea, and the Silicon Valley banking crisis. |
