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FINC399 Special Topic: Sustainable Investing

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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) $887.55
International Tuition Fees Tuition Fees for international students are elsewhere on this website.

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FINC 202
Schedule C

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


Teaching staff

Dr Sebastian Gehricke


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 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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Semester 2

Teaching method
This paper is taught On Campus
Learning management system


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