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Introduction to Impact Investing

Learn the ins and outs of impact investing - macro trends driving this exciting new field, the players, the tools, the investments as well as headwinds and tailwinds you should know about.

This Course is For:

Private Wealth

Private wealth managers and advisors- especially those covering NextGen clients

Family Offices

Family office CIOs     and investment teams as well as Principals who want to learn more.

Finance Professionals

Financial professionals interested to pivot their careers.


Those who want to understand the basics of sustainable finance from an investor's perspective.

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Mode of Learning

This course provides you with a fundamental understanding of what impact and impact investing is. You'll learn about the macro trends driving this sector, the definitions, the investors, sourcing for investments, measuring (and managing) impact as well as headwinds and tailwinds to know about. Get started on your impact investing journey with the ultimate masterclass in an engaging and interactive learning format.

On-demand video lesson:

This course is divided into these main Topic areas:

Topic 1:

Introduction to the course


Topic 2:

What is impact and impact investing?


Topic 3: Impact Investing Across Industries


Topic 4: Impact Investing Perspectives


Topic 5: Exercise


Topic 6: Size of the Impact Investing Market


Topic 7: Segmentation of the Impact Investing Market


Topic 8: Maturity of the Impact Investing Market


Topic 9: Performance of Impact Investments


Topic 10:Who Does Impact Investing?


Topic 11: Sourcing for Impact Investments


Topic 12:Impact Measurement and Management (IMM)


Topic 13: Headwinds and Tailwinds


Topic 14:Key Resources and Summary

Case Studies/Features of Different Investor Perspectives

  • Case Study 1: Venture Philanthropy - Global Development Incubator (Warren Ang)

  • Case Study 2: Impact Fund Management - Circulate Capital (Rob Kaplan)

  • Case Study 3: Family Office Impact Investment Carve-Out- District Capital (Michael Au)


There will be a quiz to complete after the course video.

On-demand  video 


On-demand video lesson: 60 minutes

Your Instructor

Katy Yung

Katy is Managing Partner at HK-based Sustainable Finance Initiative (SFi), advising and supporting family offices and investors on their sustainable and impact journeys. 

Katy has served as Director of Investment at RS Group, a HK-based impact investor since 2010. She led the family office’s transition from a traditional investment portfolio to one that is 100% sustainably invested. In this role, she was actively involved in designing impact and climate change strategies and implementation across asset classes (utilizing both investment and philanthropic capital).  Katy remains as consultant to RS Group.

Katy is formerly an investment banker at J.P. Morgan Securities (Asia Pacific) Limited and a member of the Global Shapers Community, an initiative of the World Economic Forum. She graduated from Duke University in North Carolina with a BA in Economics and a minor on Comparative Area Studies.


Guest Speakers


Warren Ang

Managing Director, Global Development Incubator, East Asia


Rob Kaplan

Founder & CEO, Circulate Capital

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Michael Au

Founder & Principal, District Capital

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Level up your career today.

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