Type of Credit: Elective
Credit(s)
Number of Students
Sustainable finance has become inextricably integrated into the capital markets in order to support economic growth and reduce environment problem. The financial system is integral to achieving a smooth transition to a low carbon economy. Sustainable innovation is a process where sustainability considerations (environmental, social, financial) are integrated into company systems from idea generation through to research and development and commercialization. The course is designed to help the students gain an understanding of the sustainability development goals (SDGs), initiatives and regulations that support to develop the sustainable financial systems. This applies to products, services and technologies, as well as new business and organization model that are able to embed environmental, social and governance considerations. In addition, sustainable finance includes a strong green finance and climate finance components that aim to support economic growth while reducing pressures on the environment, addressing green-house gas emissions and tackling pollution, minimizing waste and improving efficiency in the use of natural resources. Therefore, we will also cover the full scope of sustainable finance providing an integrated view on investing, banking, and insurance
To absorb the knowledge and the experience of sustainable development from the leading financial institution, we will also invite their sustainable research teams to give lectures and mentoring the students in this course. They will cover and be arranged in the following fields:
本課程將邀請業師參與授課
Sustainable investing: 安聯、富達 (One lesson from each)(邀請中)
Green financing: 銀行(邀請中)
Green Insurance: 國泰產險(One lesson)(邀請中)
能力項目說明
The objective of this course is to integrate theory and application through the use of relevant case studies, reports and research papers. Students will become familiar with the main policies, regulations, frameworks, market initiatives, financial products and service to develop sustainable finance especially in green action today. The course will also explore the major obstacles and the opportunities facing the investors and financial institutions.
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 ESG/SDG issues associated with financial markets
| 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 |
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1 |
Introduction of Sustainable Finance and Green Finance Providing an Integrated View on Investing, Banking, and Insurance 綠色金融及 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 |
Introduction of Green Action and Green Policies, Equator Principles (EP)、Principles for Responsible Investment(PRI)、Principles for Sustainable Insurance(PSI)、Principles for Responsible Banking(PRB) 國際綠色政策, 行動和準則 |
A Guide for Investment Professionals by CFA Institute |
Reading |
3 |
3 |
|
3 |
Green Financing I
|
Case Studies |
Invited Lecturer from 法國興業銀行 |
3 |
3 |
|
4 |
ESG Rating, TCFD, SASB |
Selected papers and Reports |
Reading |
3 |
3 |
|
5 |
Responsible Investing I |
Case Studies |
Invited Lecturer from 安聯 |
3 |
3 |
|
6 |
Carbon Neutral and Carbon Trading |
Selected papers and Reports |
Reading |
3 |
3 |
|
7 |
Green Financing II |
Case Studies |
Invited Lecturer from 法國興業銀行 |
3 |
3 |
|
8 |
Responsible Investing II |
Case Studies |
Invited Lecturer from 富達 |
3 |
6 |
|
9 |
Midterm |
Selected papers and Reports |
Presentation |
3 |
3 |
|
10 |
Sustainable investments Approaches |
Selected papers and Reports |
Reading |
3 |
3 |
|
11 |
Green Insurance |
Case Studies |
Invited Lecturer from 國泰產險 |
3 |
3 |
|
12 |
Green Financial Products and Service |
|
|
|
|
|
13 |
Responsible Investing III |
Case Studies |
Invited Lecturer from NN IP |
3 |
3 |
|
14 |
Green Financial Products and Service |
Selected papers and Reports |
Reading |
3 |
6 |
|
15 |
Project Preparation |
- | - | - | - |
|
16 |
Team Project Presentation |
|
3
|
10
|
|
|
17 |
Team Project Presentation |
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| 18 | Term Project-Revision | - | - | - | |
Students who miss more than four classes will fail this course.
Every student in the group needs to give presentation.
References will be provided for each topic during lectures.