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FINC320 Sustainable Investing

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

Paper title Sustainable Investing
Paper code FINC320
Subject Finance
EFTS 0.1500
Points 18 points
Teaching period Semester 2 (On campus)
Domestic Tuition Fees (NZD) $912.00
International Tuition Fees Tuition Fees for international students are elsewhere on this website.

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Prerequisite
FINC 202
Schedule C
Commerce
Notes
May not be credited together with FINC 399 passed in 2021 or 2022
Contact

sebastian.gehricke@otago.ac.nz

Teaching staff

Dr Sebastian Gehricke

Paper Structure

Assignment 1 (group report): Creating a SIPO 10%
Mid-term test 20%*
Assignment 2 (individual report): Evaluating ESG and Financial performance15%
Assignment 3 (group presentation): Impact Investment measurement and Management 15%
Final Exam 40%

Teaching Arrangements

Lectures and Labs,  BNZ Bloomberg Trading Terminals.

Textbooks

Recommended: Hill, John, 2020, Environmental, Social, and Governance (ESG) Investing: A Balanced Analysis of the Theory and Practice of a Sustainable Portfolio, Academic PressRecommended: 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, Critical thinking, Cultural understanding, Environmental literacy, Information literacy, Research.
View more information about Otago's graduate attributes.
Learning Outcomes
  • 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 boundaries.
  • 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.
  • Develop and evaluate Impact Investments.
  • Discuss Direct and Iwi Investing.

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Timetable

Semester 2

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

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