教學大綱 Syllabus

科目名稱:ESG/永續金融與商品創新

Course Name: ESG/Sustainable Finance and Innovation

修別:選

Type of Credit: Elective

3.0

學分數

Credit(s)

21

預收人數

Number of Students

課程資料Course Details

課程簡介Course Description

本課程為商學院"企業永續經營與永續金融學程"必修課
The course is designed to help the students gain an understanding of the fundamentals of Environmental, Social, and Governance (ESG) issues and Sustainability Development Goals (SDGs) in sustainable, responsible, and impact investing (SRI). The students will learn the ESG investment strategy and ESG ratings while demonstrating how ESG factors and SDGs can be used along with traditional financial metrics to assess the risks and opportunities of investment decisions and product development.

核心能力分析圖 Core Competence Analysis Chart

能力項目說明


    課程目標與學習成效Course Objectives & Learning Outcomes

    The objective of this course is to integrate theory and application through the use of relevant case studies and literatures. Students will become familiar with the main policies, regulations, frameworks and market initiatives to develop sustainable finance today. The course will also explore the major obstacles facing investors and the future of how data and technology may address these issues.

    After taking this course, the student can develop their financial and problem-solving skills. In addition, the students shall have better management knowledge, global perspective, sustainable development and communication skill in SDG issues associated with financial markets.

    每周課程進度與作業要求 Course Schedule & Requirements

    教學週次Course Week 彈性補充教學週次Flexible Supplemental Instruction Week 彈性補充教學類別Flexible Supplemental Instruction Type

     

    週次

    Week

    課程主題

    Topic

    課程內容與指定閱讀

    Content and Reading Assignment

    教學活動與作業

    Teaching Activities and Homework

    學習投入時間

    Student workload expectation

    課堂講授

    In-class Hours

    課程前後

    Outside-of-class Hours

    1

    Introduction of Sustainable Finance

    永續金融之介紹

    A Guide for Investment Professionals by CFA Institute

    Homework: Information Collection and Comment on Sustainable Finance

    3

    3

    2

    Principles for Responsible Investment(PRI) and ESG Investing 、Impact Investing

    A Guide for Investment Professionals by CFA Institute

    -

    3

    3

    3

    Investment Strategy

     

     

    3

    3

    4

    ESG Ratings

     

     

     

     

    5

    ESG Investing and ESG Fund

     

     

    3

    3

    6

    Student Presentation

    Selected papers and Reports

    Paper Reading

    3

    6

    7

    Student Presentation

    Selected papers and Reports

    Paper Reading

    3

    6

    8

    Invited Speaker

     

     

     

     

    9

    Carbon Premium and Green Premium

     

     

    3

    3

    10

    ESG Investing and Pension Fund

     

     

    3

    3

    11

    ESG Investing and Pension Fund

     

     

    3

    3

    12

    Invited Speaker

     

     

     

     

    13

    Green Alternative Investments

    綠色另類投資

     

     

    3

    3

    14

    Student Presentation

    Selected papers and Reports   

    Paper Reading

    3

    6

    15

    Student Presentation

    Selected papers and Reports

    Paper Reading

    3

    6

    16

    Office Tour to Schroders Taiwan Office and Distant Learning with London Office

    3

    3

    17

    Team Project Presentation

    Schroders’ Project Awards

     

    3

     

    10

     

    18

    Team Project Presentation

     

     

    授課方式Teaching Approach

    50%

    講述 Lecture

    20%

    討論 Discussion

    30%

    小組活動 Group activity

    0%

    數位學習 E-learning

    0%

    其他: Others:

    評量工具與策略、評分標準成效Evaluation Criteria

    • Class Participation & Discussion: 20%

    Students who miss more than four classes will fail this course.

    • Group Assignment, and Presentation: 40%
    • Final Project (Report and Presentation): 40%

    Every student in the group needs to give presentation.

    本課程將依期末Term Project成果表現,提供永續金融學習成效獎學金.

    指定/參考書目Textbook & References

    References will be provided for each topic during lectures.

    已申請之圖書館指定參考書目 圖書館指定參考書查詢 |相關處理要點

    維護智慧財產權,務必使用正版書籍。 Respect Copyright.

    課程相關連結Course Related Links

    The links will be provided during lectures.

    課程附件Course Attachments

    課程進行中,使用智慧型手機、平板等隨身設備 To Use Smart Devices During the Class

    需經教師同意始得使用 Approval

    列印