Overview
Introduces sustainability issues and perspectives in the context of Finance and provides hands on skills for sustainable investing.
About this paper
| Paper title | Sustainable Investing |
|---|---|
| Subject | Finance |
| EFTS | 0.1500 |
| Points | 18 points |
| Teaching period | Semester 1 (On campus) |
| Domestic Tuition Fees ( NZD ) | $1,053.30 |
| 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
- 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 and concepts such as climate change, biodiverisity and broader planetary boundaries.
- Develop a critical understanding of the fiduciary duty of investment managers in the context of sustainable investing.
- Design and assess various sustainable investment approaches and products considering their strengths and limitations.
- Develop and evaluate Impact Investments
- Discuss Investing with a Te Ao Māori worldview
- Assessment details
- Assignment 1 (group report): Creating a SIPO 15%
- Assignment 2 (individual report): Evaluating ESG and Financial performance 20%
- Assignment 3 (group presentation): Impact Investment measurement and Management 15%
- Professionalism 10%
- Final Exam 40%
Overview
Introduces sustainability issues and perspectives in the context of Finance and provides hands on skills for sustainable investing.
About this paper
| Paper title | Sustainable Investing |
|---|---|
| Subject | Finance |
| EFTS | 0.1500 |
| Points | 18 points |
| Teaching period | Semester 1 (On campus) |
| Domestic Tuition Fees | Tuition Fees for 2027 have not yet been set |
| 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
- 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 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 and concepts such as climate change, biodiverisity and broader planetary boundaries.
- Develop a critical understanding of the fiduciary duty of investment managers in the context of sustainable investing.
- Design and assess various sustainable investment approaches and products considering their strengths and limitations.
- Develop and evaluate Impact Investments
- Discuss Investing with a Te Ao Māori worldview
- Assessment details
- Assignment 1 (group report): creating a SIPO (15%)
- Assignment 2 (individual report): evaluating ESG and financial performance (20%)
- Assignment 3 (group presentation): impact investment measurement and management (15%)
- Professionalism (10%)
- Final exam (40%)