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Building Sustainable Portfolios for Family Offices

This course provides you with a fundamental understanding of how to build a sustainable portfolio for a family office. We take you through the process, run through a case study and provide you with an opportunity to exercise your new learning through an interactive livestreamed session.


HKD 650

Course Duration

90 mins On-demand video lessons (Part 1: 30 mins ; Part 2: 60 minutes)

Please note: the previous Livestreamed portion of the course has been converted to an on-demand video lesson for greater access and convenience.




3-4 hours
Self paced learning online

Module Breakdown

In this 2-part hybrid learning series, you'll learn the following: 

On-demand video lesson: 

This course is divided into 4 main Topic areas: 

Topic 1: Context: Asian Asset Owner Mindsets and Structures 

Topic 2: Spectrum of capital 

Topic 3: 4 Common approaches of starting sustainable portfolios. Topic 4: Case Study: RS Group There will be a quiz to complete after the course video. 

Part 2: 

This second part of the course features practical exercises to put your new skills into practice. We'll walk you through the Top 10 questions one should be asking in kickstarting a principal's sustainable investing journey and demonstrate how the findings will play a role in defining investment parameters. 

Your instructors will go through real-life case studies. You'll then have the opportunity to select a portfolio for an investor based on sample profiles.

Course Convenor

The design of this online certificate course is led by the Sustainable Finance Initiative who, together with industry experts, will share relevant professional experience and in-depth subject knowledge with you throughout the course. 

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