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FINC399 Special Topic: Sustainable Investing

Introduces sustainability issues and perspectives in the context of Finance and provides hands on skills for sustainable investing and sustainable project valuation.

The sustainable investments course is designed to give Otago Finance graduates the skills, understanding and credentials in this emerging field of finance. Global funds under management are quickly moving to an ESG, responsible, impact or sustainable investing approach. Due to this shift the market for investment analysts and managers with the skills taught in this course is expanding rapidly.

Paper title Special Topic: Sustainable Investing
Paper code FINC399
Subject Finance
EFTS 0.15
Points 18 points
Teaching period Semester 2 (On campus)
Domestic Tuition Fees (NZD) $872.70
International Tuition Fees (NZD) $4,405.05

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Prerequisite
FINC 202
Schedule C
Commerce
Eligibility

Students enrolling in this course should have taken the prerequisites and therefore have decent knowledge of investment management approaches.

Contact

Sebastian.gehricke@otago.ac.nz

Teaching staff

Dr Sebastian Gehricke

Textbooks

Recommended: Hill, John, 2020, Environmental, Social, and Governance (ESG) Investing: A Balanced Analysis of the Theory and Practice of a Sustainable Portfolio, Academic Press

Course outline

View the latest course outline

Graduate Attributes Emphasised

Global perspective, Interdisciplinary perspective, Environmental literacy, Ethics, Critical thinking, Research, Information literacy, Cultural Understanding
View more information about Otago's graduate attributes.

Learning Outcomes

Students who successfully complete the paper will:

  • Discuss, from an investment perspective, the risks and opportunities presented by Environmental, Social and Governance (ESG) issues as articulated in the UN SDGs and concepts such as planetary
  • Develop a critical understanding of the fiduciary duty of investment managers in the context of sustainable investing
  • Develop an understanding of sustainable investment (including ESG) products and their strengths and limitations
  • Design, implement and assess various sustainable investment strategies
  • Assess feasibility of a sustainable project investment
  • Discuss Direct, Iwi and Impact Investing

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Timetable

Semester 2

Location
Dunedin
Teaching method
This paper is taught On Campus
Learning management system
Blackboard

Computer Lab

Stream Days Times Weeks
Attend
A1 Wednesday 14:00-14:50 28-34, 36-41

Lecture

Stream Days Times Weeks
Attend
A1 Wednesday 11:00-12:50 28-34, 36-41
Thursday 12:00-12:50 28-34, 36-41

Introduces sustainability issues and perspectives in the context of Finance and provides hands on skills for sustainable investing and sustainable project valuation.

The sustainable investments course is designed to give Otago Finance graduates the skills, understanding and credentials in this emerging field of finance. Global funds under management are quickly moving to an ESG, responsible, impact or sustainable investing approach. Due to this shift the market for investment analysts and managers with the skills taught in this course is expanding rapidly.

Paper title Special Topic: Sustainable Investing
Paper code FINC399
Subject Finance
EFTS 0.15
Points 18 points
Teaching period Semester 2 (On campus)
Domestic Tuition Fees Tuition Fees for 2022 have not yet been set
International Tuition Fees Tuition Fees for international students are elsewhere on this website.

^ Top of page

Prerequisite
FINC 202
Schedule C
Commerce
Eligibility

Students enrolling in this course should have taken the prerequisites and therefore have decent knowledge of investment management approaches.

Contact

Sebastian.gehricke@otago.ac.nz

Teaching staff

Dr Sebastian Gehricke

Textbooks

Recommended: Hill, John, 2020, Environmental, Social, and Governance (ESG) Investing: A Balanced Analysis of the Theory and Practice of a Sustainable Portfolio, Academic Press

Graduate Attributes Emphasised

Global perspective, Interdisciplinary perspective, Environmental literacy, Ethics, Critical thinking, Research, Information literacy, Cultural Understanding
View more information about Otago's graduate attributes.

Learning Outcomes

Students who successfully complete the paper will:

  • Discuss, from an investment perspective, the risks and opportunities presented by Environmental, Social and Governance (ESG) issues as articulated in the UN SDGs and concepts such as planetary
  • Develop a critical understanding of the fiduciary duty of investment managers in the context of sustainable investing
  • Develop an understanding of sustainable investment (including ESG) products and their strengths and limitations
  • Design, implement and assess various sustainable investment strategies
  • Assess feasibility of a sustainable project investment
  • Discuss Direct, Iwi and Impact Investing

^ Top of page

Timetable

Semester 2

Location
Dunedin
Teaching method
This paper is taught On Campus
Learning management system
Blackboard

Computer Lab

Stream Days Times Weeks
Attend
A1 Monday 14:00-15:50 28-34, 36-41
Tuesday 14:00-15:50 28-34, 36-41
Thursday 14:00-15:50 28-34, 36-41

Lecture

Stream Days Times Weeks
Attend
A1 Wednesday 12:00-13:50 28-34, 36-41
Thursday 12:00-12:50 28-34, 36-41