Moving from Corporate Social Responsibility to Creating Shared Value – Case Studies & Strategy
Course Outlines課程大綱 :
- ESG, SDGs, sustainability, CSR, CSV – alphabets that matter
- Types of Corporate Social Responsibility
- Common ways of achieving Comma Separated Values
- A CSV mindset – examples
- Integrating ESG into strategy for CSV
- Resources, metrics, monitoring, accountability
- Communication around CSV
- Case Studies
CPD Hours: 2
Facilitator: Agnes K Y Tai, PhD, CCB.D, SCRTM, FRM, ESG Investing, CAIA, MBA, FHKIoD
Agnes is Director of Great Glory Investment Corporation and Chief EC.ESG Investment Strategist of BlueOnion. She holds a Climate Designation certificate from Competent Boards, a Sustainability and Climate Risk certificate and a Financial Risk Manager certificate from Global Association of Risk Professionals, an ESG Investing certificate from CFA UK, and a CAIA certificate from Chartered Alternative Investment Association. Her board training in sustainability, governance, strategy and risk oversight spans five continents.
She is a Steering Committee member of Climate Governance Initiative Hong Kong Chapter, an Expert Review Panel member for the MTR Corporation sustainability reports since 2014, Advisory Board member of Asia Climate Forum, an ESG/climate judge for WealthAsia (Benchmark) Funds of the Year Awards, a Council member, Publishing Board of Magazine member and a Deputy Chair of the training committee of the Hong Kong Institute of Directors, faculty of Competent Boards, CSIA and FITC, board member of Hope of the City, advisory council/committee member of GARP (HK), BlueOnion, FarmacyHK and Shao Ming Lo Foundation. She has served the financial community across four jurisdictions in the past 43 years.
She has a PhD (2022) from the Hong Kong University of Science and Technology with dissertation titled “Do carbon risks matter for Hong Kong equity prices?”, an MBA (1980) from the University of Chicago – Booth School of Business, a BSc (Honors, 1978) from Roosevelt University in USA and is a graduate of the Stanford University Senior Executive Leadership Program and the 2011 Stanford Directors’ College. She has authored a book on investing in H-shares, a Harvard Business case, a chapter in CFA Society Hong Kong’s 30th anniversary book ‘Rise from Crises’, and a book ‘Tall Miracles’.