香港地球之友宣佈,將與歐洲金融分析師聯合會(EFFAS)合作,於本港推出首個國際認可的環境、社會與管治(ESG)專業認證計劃。 

本會將成為歐洲金融分析師聯合會(EFFAS)於香港的獨家合作夥伴,並在日後協助EFFAS管理香港以至東南亞地區的CESGA®(環境、社會及管治分析師認證) 課程及考試。

CESGA®(環境、社會及管治分析師認證) 於2014年在歐洲創立,針對有意將環境、社會與管治(ESG)數據分析納入投資考量的基金經理及投資分析師,並提供專業認證。隨著氣候變化及全球暖化議題愈趨普及,愈來愈多不同界別的專業人士重視相關議題,因此市場對ESG領域的專業認證的需求也因而提高。

香港地球之友董事局成員張振宇先生表示:「近年來,全球推動ESG 的步伐加快,這一浪潮不僅影響商界,而各地的監管機構亦對此非常重視,並增設條例規管。以本港市場為例,香港交易所自2016年以來兩度提高對上市公司在ESG報告的披露要求。但到目前為止,市場仍然欠缺能夠滿足法規要求和提升從業人員ESG技能的培訓課程。香港地球之友一直積極尋找及推動ESG領域的專業認證,對於備受認可的CESGA®即將引入本港,我們對此感到雀躍。」

歐洲金融分析師聯合會主席Jesús López Zaballos則指出:「由於時下的投資組合中,可持續性的投資已成為不可或缺的一環,因此為分析師及基金經理提供此領域的優良培訓至為重要。是次合作將有助促進雙方所共同提倡的ESG價值。我們很榮幸得到香港地球之友的支持,共同推廣這個由學術界和市場從業員一起努力創建的ESG培訓計劃。」

CESGA® 專業認證計劃學術總監Alex Bassen補充:「(CESGA®的) 高實用性及嚴謹的學術質素,可為香港金融界和ESG從業員提供專業的ESG培訓。」 

CESGA®包含10個單元,涵蓋ESG各個範疇,包括企業ESG報告、將ESG因素融入營商模式、ESG最新趨勢之個案分析等。迄今為止,該計劃已在歐洲、亞洲、美國和拉丁美洲的主要金融市場中推行,全球逾800位專家獲頒發認證,我們相信這個數字在不久將來將會倍增。

香港地球之友董事局主席吳方笑薇女士 BBS提到:「香港是亞洲首屈一指的金融中心,但是我們在ESG投資方面的步伐卻較為落後。為了維持本港的競爭優勢,並提升綠色金融投資的競爭力,充分利用我們現有穩固的金融基礎是至關重要的。香港有加強ESG方面的專業發展之迫切需要,尤其是在ESG數據分析和投資能力方面。ESG數據真確性和完整性對於減少「漂綠」和維護市場對ESG投資的信心十分重要。」

香港地球之友於2019年正式推出香港綠色金融路線圖。通過向政府、商界和慈善團體推廣環境、社會與管治投資,本會期望能倡導香港為氣候變化做好準備,並共建一個可持續的未來。

更多資料:
CESGA® 環境、社會及管治分析師專業認證計劃:https://effas-academy.com/product/cesga-online-course-certification/
香港地球之友綠色金融顧問:https://www.foe.org.hk/greenfinanceblog/
香港地球之友施政報告公眾諮詢建議書(綠色金融):https://bit.ly/3fxl78p


Friends of the Earth (HK) is proud to announce its joint partnership with The European Federation of Financial Analysts Societies (EFFAS) to introduce an internationally recognized Environment, Social and Governance (ESG) professional accreditation programme to Hong Kong. 

Friends of the Earth (HK) has been appointed as EFFAS’ Value Added Partner to help administer the EFFAS Certified ESG Analyst (CESGA®) examination and certification programme in Hong Kong and Southeast Asia.

CESGA® is a pioneering initiative in the field of ESG first launched in Europe in 2014. It is especially targeted at financial analysts and portfolio managers who want to integrate ESG data into their capital investment processes; but also, in general, at all professionals, many of whom have demonstrated an increasing commitment to sustainability issues. 

“ESG causes have gained a lot of momentum in recent years. This has not only impacted the commercial sector, but also transformed into a global movement that has caught the attention of regulators. Taking the Hong Kong market as an example, The Stock Exchange of Hong Kong Limited has tightened its ESG reporting obligations for listed companies for the second time since 2016. However, up till now, there has been hardly any training to bridge the skill gap between the regulatory requirements and the ESG practitioners. Therefore, Friends of the Earth (HK) has been actively pushing for a professional accreditation in the field. We are delighted to see that it is finally in place,” explained Anthony Cheung, Board Governor of Friends of the Earth (HK).

Jesús López Zaballos, President of EFFAS, pointed out, “In an environment in which sustainable decisions are gaining weight in portfolios, the importance of good training in this area for analysts and portfolio managers grows.” He went on to add, “This cooperation will help promote the ESG values shared by both associations. It is an honour that our training programme on the ESG issues, which is the result of an extraordinary contribution from academics and market practitioners, has been chosen for promotion by Friends of Earth in Hong Kong’’.

Alex Bassen, Academic Director of the CESGA® programme, added, “This is a great opportunity for the financial community and ESG practitioners in Hong Kong to get direct access to this top-tier ESG training programme with its practical focus and academic rigor.” 

Comprising 10 modules, CESGA® covers a wide range of ESG aspects including corporate ESG reporting, integration of ESG factors into business models, case analysis on the latest ESG trends, etc. To date, the programme has been running in major financial markets in Europe, Asia, the U.S. and Latin America. More than 800 specialists worldwide have already been accredited with this certificate and we expect this number to double in the near future.

“Hong Kong is Asia’s leading financial hub. However, when it comes to ESG investing, we are a late comer. To maintain our competitive edge, it is crucial for us to make good use of our sound economic fundamentals to gain a competitive edge in green finance. Hong Kong needs urgently to enhance its ESG professional development, especially with regards to ESG data analysis and assessment capability.  Data integrity and accountability are vital for debunking ‘green washing’ and for upholding the market confidence in ESG investing” explained Mrs. Mei Ng, Chairperson of Friends of the Earth (HK).

Friends of the Earth (HK) launched its Green Finance Advocacy Roadmap in 2019. Through lobbying Hong Kong’s policy makers and advocating ESG investing to the business and charity sectors, Friends of the Earth (HK) hopes to make Hong Kong climate ready for a resilient and sustainable future.  

For further information:
CESGA® programme: https://effas-academy.com/product/cesga-online-course-certification/
Green Finance blog of FoE (HK): https://www.foe.org.hk/greenfinanceblog/
Green Finance Policy Submission of FoE (HK): https://bit.ly/3fxl78p