Overview of Green Finance and ESG presentation materials in PASS seminars and conferences
During 2019, we have organized several seminars and one conference for our PASS project “Educating Accounting Professionals on How to Adopt Green Finance in Capital Projects“. To help readers to better search for materials, we re-group the presentation materials into several clusters for your selection. For each cluster, we provide an introduction to help you to understand the key elements in each category. We need to thank all the presenters in contributing their valuable resources and time to provide the presentation materials for the event participants and public for a free-down load. We sincerely hope that you will find these materials useful.
Cluster 1: Green Finance
Overview of Green Finance cluster
The Green Finance cluster has sections. Section A (GF.A) has two presentation files. Jonathan Drew from HSBC and Hannah Routh from Deloitte China provide a basic understanding of green finance. Both Jonathan and Hannah are passionate about the saving the planet by utilizing the green power of money. First, Jonathan reviews the carbon dioxide issue and the investment scope of green bonds. Then Hannah explains the climate issues under the ESG integration framework and the roles of various green organizations including the HKGFA, FSDC, and TCFD. This set of materials allow you to understand climate issues and green finance from the perspectives of an investment banker and a Big4 partner.
Section B (GF.B) has three presentation materials. This set evolves around the theme of green buildings. We have presenters from three well-known property developers in Hong Kong. They are Ellie Tang from New World Development, Kevin Ng from Henderson Land, and Raymond Yau from Swire Properties. Each of the presenters showcase their own green buildings and the challenges involved. Readers can learn about green buildings in Hong Kong and some technical details on to measure greenness for buildings. In addition, environmental and financial benefits of green buildings are also being discussed. For readers who are in the accounting profession, you may find these materials on green capital projects very refreshing and interesting.
Section A (GF.A): Green Finance
Jonathan Drew (HSBC): Green Finance and Green Bond: An Investment Banker’s Perspective
Hannah Routh (Deloitte China): Green Finance and Climate Change – Risks and Opportunities
Section B (GF.B): Green Building
Ellie Tang (New World Development): Green Building: Approach, Challenges & Opportunities
Kevin Ng (Henderson Land Development): Green Building: Challenges and Opportunities
Raymond Yau (Swire Properties): Green Building: Challenges and Opportunities
Cluster 2: ESG1
Overview of ESG1 cluster
There are two sections in this cluster. Section A (ESG1.A) focuses on ESG integration by renowned asset management executives and professionals including Victoria Mio from Robeco, Jean-Louis Nakamura and Odile Lange-Broussy from Lombard Odier, and Stephen Andrews from BlackRock. First, Louis Cheng, Director of CESEF Center at PolyU and PASS project coordinator gives an overview on the dynamic relationship between green bonds and ESG integration, and the challenges in achieving sustainability through benchmarking. Then each of the industry speakers provides a pragmatic discussion on how their firms pursue ESG integration. The readers will be benefited by these presentation materials in terms of knowing the unique approach and methodology used by these firms in achieving ESG integration. You will also realize that even ESG is the governing framework, the emphasis of sub-factors in the areas of E, S, and G vary substantially among these firms, making it very informative for practitioners to choose their own preference towards environmental, social or governance in achieving financial returns.
Section B of this cluster consists of a wonderful collection of materials on market development of green finance and ESG in Hong Kong and Mainland China. Louis Cheng from PolyU, Stephen Wong from OHKF, and Peiyuan Guo from Syntao Green Finance provide the latest development in terms of market conditions, regulatory challenges, industry concerns and the way forward for the future development. For readers who are interested in general information about the market and opinion from industry professionals, this set of materials will be valuable for their learning.
Section A (ESG1.A): ESG Integration for Investments
Louis Cheng (PolyU): ESG: The Path to Sustainable Investment
Victoria Mio (Robeco Hong Kong Limited): ESG Integration for Investment Portfolio
Jean-Louis Nakamura (Lombard Odier Group): Sustainability at the Heart of Investing
Odile Lange-Broussy (Lombard Odier (Singapore) Ltd.): Analyzing ESG Data: An Investment Perspective
Stephen Andrews (BlackRock): ESG Investing at BlackRock
Section B (ESG1.B): Market Development and Industry Analysis
Louis Cheng (PolyU): ESG Integration: Focus Group Report 2019
Stephen Wong (Our Hong Kong Foundation): Green Finance and ESG Integration: A Hong Kong Policy Perspective
Guo Peiyuan (SynTao): Green Finance and ESG Development in China
Cluster 3: ESG 2
Overview of ESG2 cluster
The final cluster consists of 3 separate sections. The first section (ESG2.A) showcases various methodologies for ESG evaluation from data providers and rating agencies including MSCI, Morningstar (Sustainanalytics), and S&P Global Ratings. In addition, Louis Cheng and David Broadstock from PolyU provide interesting findings on certain concerns and misinformation from listed firms’ ESG reports as well as unique features and differences of various ESG data available in the market. Section B (ESG2.B) contains a collection of presentation materials on analytics of ESG reports from the Big4 consulting units and from a former HSBC executive. Finally, in order to learn about ESG reporting, we should hear from listed firm executives on how they prepare for the report and challenges they face. Therefore, in section C (ESG2.C), we are proud to have four distinguish listed firms to share with us on this topic. They are Kit Law from CLP Group, Ricky Szeto from Hung Fook Tong, Guy Look from Sa Sa and Suki Wong from Anta. These materials should be valuable for readers who want to see the mechanism and process of producing ESG reports.
Section A (ESG2.A): ESG Data Analytics
Chris Tse (MSCI): ESG Investing: for Asset Owners who Seek to Integrate ESG
Liz Peng (Morningstar): Methodological Approach for ESG Analysis
Gloria Lu (S&P Global Ratings): Evaluating ESG Performance of Companies
David Broadstock (PolyU): Understanding ESG Data: Data for ESG Investment – HK + Connect in Focus
Section B (ESG2.B): ESG Reporting
Robert Milners (PricewaterhouseCoopers): Challenges in Collecting Non-financial Data
Derek Yuen (KPMG): ESG Reporting
Brian Ho (EY): How to Move Beyond Compliance in Sustainability Reporting?
Hugh Pye (HSBC Holdings plc): Sustainability and Reporting – the View from Europe
Section C (ESG2.C): Case Studies
Kit Law (CLP Group): Case Study: CLP Group
Ricky Szeto (Hung Fook Tong Group Holdings Limited): Case Study: Hung Fook Tong Group Holdings Limited
Guy Look (Sa sa International Holdings Limited): Case Study: Sa Sa International Holdings Limited
Suki Wong (Anta Sports Products Limited): Anta ESG Integration
This material/event is funded by the Professional Services Advancement Support Scheme of the Government of the Hong Kong Special Administrative Region.
Any opinions, findings, conclusions or recommendations expressed in this material/any event organised under this project do not reflect the views of the Government of the Hong Kong Special Administrative Region or the Vetting Committee of the Professional Services Advancement Support Scheme.