活动摘要

ESG是环境、社会和公司治理的英文简称。ESG投资,又称负责人投资。随着近年来气候变化加剧以及社会结构急剧变化,各种另类风险对投资的影响越来越大,多个行业面临的转型压力也越来越大。不同于传统的投研方式,ESG投资分析尝试将诸如:环境风险管理,员工权益维护,同股不同权机制等非传统指标纳入投资决策。主要目标是更好更全面的了解这些非传统风险,从而达到"避雷"和及时把握潜在投资机会的目标。并最终为经济社会的可持续发展做出贡献。


CFA北京协会联手CFA深圳协会推出"ESG主题月"的概念,通过CFA协会搭建会员协会、机构、从业者之间的交流网络,传播ESG投资理念,促进CFA持证人间、专注ESG投资的资管机构、金融从业者之间的交流与学习。今年协会将延续过往传统,我们将组织系列ESG在线分享和讨论活动,帮助会员更好的了解ESG领域最新的发展和趋势。


本月8月21日我们将推出第二期ESG主题月线上闭门沙龙:一个来自火星,一个来自金星——上市公司如何与投资人开展有效ESG披露与管理沟通。此次闭门沙龙特邀来自普华永道及南方基金的演讲嘉宾将做精彩主题分享,同时我们邀请了来自摩根大通、绿色动力、妙盈科技、特尔佳等投资机构和上市公司为大家做圆桌论坛。此次活动将预留部分观摩席位,欢迎积极报名参与,参会确认请以主办方发出的确认邮件为准。

活动详情

【日期】:2020年8月21日(星期五)


【时间】:20:00 – 21:30


【人数】:20


【费用】:免费(CFA北京协会会员优先)


【语言】:中文


【场地】:线上活动


【PL Credits】:1.0


 备注:CE (Continuing Education) 现在改为Professional Learning (PL)

活动议程

  • 20:00-20:05:主办方简要致辞;
  • 20:05-20:35:普华永道及南方基金嘉宾主题分享;
  • 20:35-21:30:圆桌对话,自由讨论;



拟涵盖议题:


  1. 上市公司一般偏向于披露哪些方面的ESG信息?
  2. 不同的上市地点对ESG信披的要求存在不同之处。我们应该如何解读这些不同之处?
  3. 从投资人的角度,上市公司在后疫情时代,特别需要加强ESG哪一方面的信息披露?
  4. 随着ESG投资不断升温,加强上市公司和投资人之间有效沟通的需求不断提高。怎样才能增强双方在沟通上的透明度,提高ESG话题的沟通效率?

演讲嘉宾

  • Sammie Leung (Climate & Sustainability Leader, PwC Mainland China and Hong Kong)

    Sammie Leung

    Climate & Sustainability Leader, PwC Mainland China and Hong Kong

    Sammie leads the Sustainability and Climate Change practice in PwC Mainland China and Hong Kong. Sammie’s team helps clients in areas include Green Finance, Climate Risks and Solutions, Sustainability Strategy and Performance, in addition to ESG Reporting. Sammie led the 2019 SFC Survey on ESG and Climate Risk across the asset management sector and she work closely with the industries in driving changes in the green finance space. Sammie’s team helps the investor community developing/enhancing their ESG investment practices, from analysing the ESG information, developing an ESG methodology, integrating ESG factors into their risk and investment decisions and developing a process on company engagement. Sammie’s team also supports banking clients in incorporating “green” in the money lending decisions. Sammie helps clients in adopting the TCFD recommendation and assists companies in addressing climate risks, performed scenario analysis and formulated a enterprise-wide strategic response for all key markets. In addition to the financial sectors, her TCFD clients include industries covering utilities, telecommunication and real estate. Sammie has helped 60+ companies in developing / enhancing / providing assurance on their ESG disclosures. Sammie has strong track record in helping clients to adopt reporting frameworks such as Global Reporting Initiatives (GRI), Sustainability Accounting Standards Board (SASB) and the ESG Guide issued by the HKEx. She also supports clients in engaging their stakeholders including investors and ESG rating agencies. Fluent in English, Cantonese and Mandarin, Sammie is a frequent speaker on sustainability and governance topics. She has conducted over 50+ Directors Training sessions including the global priority accounts of PwC.

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  • Mylene Kok (Executive Director, J.P.Morgan)

    Mylene Kok

    Executive Director, J.P.Morgan

    In her role in the Advisory Group, she works with Asia Pacific C-suites, IRDs and Sustainability teams to provide strategic counsel and share Best Practices on how companies address the changing needs of their stakeholders. Part of her responsibility is to create Thought Leadership workshops for her corporate clients – covering topics from crisis communication, financial media, shareholder activism and ESG.

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  • 潘水洋 (南方基金 宏观策略部副总裁)

    潘水洋

    南方基金 宏观策略部副总裁

    经济学博士。主持国家社科基金等多项科研项目,研究方向金融大数据分析,实证资产定价。在ESG研究领域尝试将人工智能技术用于esg非标准化数据获取、引入实证资产定价理论检验中国市场esg投资有效性、构建南方基金esg内部评级体系。

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  • 汪洋,CFA

    汪洋,CFA

    汪洋,CFA,CFA北京协会会员,ESG在金融投资应用领域专家、高级顾问。现为国内顶尖资产管理机构提供ESG与投资融合咨询以及解决方案。曾任职于Fidelity International (富达国际)ESG亚太部门,负责大中华区ESG相关事宜。之前任职于MSCI(明晟国际)公司治理部门,专注于中华区公司治理研究。具有近十年在大中华区上市公司以及宏观ESG风险系统性研判,股东沟通,监管机构交流等领域的丰富经验,并对世界ESG发展趋势以及模式有深入了解。

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活动须知

  1. 参会人员是否报名成功,以组织方发出的确认邮件为准,确认邮件将于8月20日发送给参会人员;
  2. 北京金融分析师协会对报名人员的筛选权,法律允许范围内的最终解释权归主办方所有;
  3.  活动相关问题,请发送邮件至event@beijing.cfasociety.org咨询。

票务信息

CFA北京协会会员
会员价格 免费门票
其他
标准价格 免费门票