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.

Price

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.

Language

English

Effort

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.

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.

Robert Kim

Robert is a Managing Director at JLIN LLC, a mission-driven firm established by a professional basketball player Jeremy Lin to empower marginalized communities. We strive to create positive change through impact investing, philanthropy, content creation, and brand partnerships (across media, fashion, sports, consumer products and technology). Robert's responsibility is to incubate an impact investing venture with a focus on education and financial inclusion for underserved communities in the U.S. and Asia. Robert also oversees external partners for Jeremy Lin's family office.

Robert also currently serves on the Investment Committee at Access Ventures, a private operating foundation with a 100% impact investing mandate for the endowment. Robert is an advisor to Sustainable Finance Initiative, a Hong Kong-based community of private investors with a mission to mobilize capital for positive impact and accelerate Asia’s transition towards a sustainable finance.

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