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