- Corporate Finance & Investment, Economics & Finance, Wealth Management
- 15 (Registered)
-
Level
- Refresher
Accreditation
- 5 SIDC CPE points
- 4 FIMM CPD points
ICF Competency Type / Title / Level
- Functional – Technical / Digital Technology Application / L2
- Functional – Process Skills / Fund Management / Level 2
Learning Outcome
- Explain ESG framework
- Identify the use of big data and artificial intelligence in ESG
- Recognise the use of ESG methodology in portfolio management
Course Synopsis
Portfolio management is the management of securities, such as stocks and bonds, and other assets in a professional manner. Portfolio management is executed based on a specific investment goal and mandate with an aim to maximize returns for a given level of risk.
Most traditional portfolio managers uses a combination of fundamental and technical analysis to create a diversified portfolio of investments to cater to the changing market and economic environment.
The adoption of Environment, Social and Governance (ESG) methodology into the investment process lately by portfolio managers has taken a new leap into the management of investment portfolios globally.
This e-learning course will also touch on the use of Big Data and Artificial Intelligence which makes the adoption of ESG investing possible in portfolio management.
Course Content
-
Downloadable Notes
-
Portfolio Management
-
ESG Framework
-
Big Data and Artificial Intelligence In ESG
-
The Use Of ESG Methodology In Portfolio Management
-
Summative Assessment