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 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
Assessment
Assignment 1 (group report): Creating a SIPO (Developing your own Investment Fund concept) - 15%
Assignment 2 (individual report): Evaluating ESG and Financial performance (Practices the quantitative analysis techniques) - 20%
Professionalism - 10%
Assignment 3 (group presentation): Impact Investment Pitch (Developing your own Impact Investment) - 15%
Final Exam: Open book in computer lab - 40%- Teaching Arrangements
Lectures and Labs, BNZ Bloomberg Trading Terminals.
- Textbooks
Textbooks are not required for this paper.
- Course outline
- View the course outline for FINC 320
- 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
Students who successfully complete the paper will:
- Discuss, from an investment perspective, the risks and opportunities presented by Environmental, Social and Governance (ESG) issues and concepts such as climate change, biodiversity, 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
Timetable
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 2024 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
- Paper Structure
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%- 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