Course Syllabus

Course Information：

Year-Semester Course Number Course Name Phase Credits Hours Required/Elective Instructor Class Student NO. Withdraw Note

Spring Semester
Year 2025 346006 Environmental, Social, and Governance Investing 1 3.0 3 ★ Hung-Kun Chen GIFM 13 0 　

Year-Semester	Course Number	Course Name	Phase	Credits	Hours	Required/Elective	Instructor	Class	Student NO.	Withdraw	Note
Spring Semester Year 2025	346006	Environmental, Social, and Governance Investing	1	3.0	3	★	Hung-Kun Chen	GIFM	13	0

Course Plan：

Instructor Hung-Kun Chen　Office Hours

Email hkchen@ntut.edu.tw

Last Updated 2024-12-16 19:50:14

Course Objective This course provides an introduction to the fundamental concepts underlying Environmental, Social, and Governance (ESG) investing. ESG investing, also known as sustainable investing, is an investment strategy that incorporates environmental, social, and governance factors alongside traditional financial analysis in the investment decision-making process. We will begin by exploring ESG factors and examining why they are essential to consider in today's investment landscape. I will present both academic perspectives and practical insights to deepen your understanding of ESG investing. In addition, we will discuss alternative viewpoints to ensure a balanced perspective on this important topic. The scope of this course extends beyond merely ESG investing. In the concluding section, we will pay more attention to the issues of global warming and climate change, which constitute critical components of environmental education. 本課程介紹環境、社會和治理 (ESG) 投資的基本概念。 ESG投資，也稱為永續投資，是一種在投資決策過程中將環境、社會和治理因素與傳統財務分析相結合的投資策略。我們將首先探討 ESG 因素，並研究為什麼它們在當今的投資環境中至關重要。我將提供學術觀點和實務見解，以加深您對 ESG 投資的理解。此外，我們將討論替代觀點，以確保對這一重要主題的平衡觀點。本課程的範圍不僅限於 ESG 投資。在結論部分，我們將更加關注全球暖化和氣候變遷議題，這是環境教育的重要組成部分。

Course Schedule Week 1: Introduction to the course & ESG Investing Week 2: 228 Peace Memorial Day (no classes) Week 3: Introduction to ESG (part 1) Week 4: Introduction to ESG (part 2) Week 5: Introduction to ESG (part 3) Week 6: Why Should We Care ESG? / Assignment #1 Week 7: Children’s Day (no classes) Week 8: ESG Investing Beyond Traditional Strategies Week 9: Midterm Exam Week / ESG investing beyond traditional strategies Week 10: Oral presentation #1 (1/3): ESG Investing Textbook Week 11: Oral presentation #1 (2/3): ESG Investing Textbook Week 12: Oral presentation #1 (3/3): ESG Investing Textbook Week 13: Alternative viewpoints on ESG investing (part 1) Week 14: Alternative viewpoints on ESG investing (part 2) / Assignment #3 Week 15: Dragon Boat Festival (no classes) Week 16: Special events: Taiwan Finance Association Annual Meeting at NTNU Week 17: Oral presentation #2: JPM academic paper Week 18: Final Exam Week / Oral presentation #2: JPM academic paper / Assignment #4

Evaluation and grading policy 1. Attendance: 20% 2. Midterm exam: no, 40%, Replace it with FOUR assignments 3. Final exam: no, 40%, Replace it with TWO oral presentations, where one is individual report and one is group report.

Materials All right reserved. Do not reproduce without permission.

Foreign-language textbooks:Yes
Hill, John. Environmental, Social, and Governance (ESG) investing: A balanced analysis of the theory and practice of a sustainable portfolio. Academic Press, 2020 (e-book at NTUT's library).

The access to curricular consultation By appointment
Office: Hong Yu Technology Research Building 638
Email: hkchen@ntut.edu.tw
Phone: +886-27712171#5918

The course corresponds to the SDGs SDG1：消除貧窮（No Poverty）
SDG8：尊嚴就業與經濟發展（Decent Work and Economic Growth）

Note
　

Instructor	Hung-Kun Chen　Office Hours
Email	hkchen@ntut.edu.tw
Last Updated	2024-12-16 19:50:14
Course Objective	This course provides an introduction to the fundamental concepts underlying Environmental, Social, and Governance (ESG) investing. ESG investing, also known as sustainable investing, is an investment strategy that incorporates environmental, social, and governance factors alongside traditional financial analysis in the investment decision-making process. We will begin by exploring ESG factors and examining why they are essential to consider in today's investment landscape. I will present both academic perspectives and practical insights to deepen your understanding of ESG investing. In addition, we will discuss alternative viewpoints to ensure a balanced perspective on this important topic. The scope of this course extends beyond merely ESG investing. In the concluding section, we will pay more attention to the issues of global warming and climate change, which constitute critical components of environmental education. 本課程介紹環境、社會和治理 (ESG) 投資的基本概念。 ESG投資，也稱為永續投資，是一種在投資決策過程中將環境、社會和治理因素與傳統財務分析相結合的投資策略。我們將首先探討 ESG 因素，並研究為什麼它們在當今的投資環境中至關重要。我將提供學術觀點和實務見解，以加深您對 ESG 投資的理解。此外，我們將討論替代觀點，以確保對這一重要主題的平衡觀點。本課程的範圍不僅限於 ESG 投資。在結論部分，我們將更加關注全球暖化和氣候變遷議題，這是環境教育的重要組成部分。
Course Schedule	Week 1: Introduction to the course & ESG Investing Week 2: 228 Peace Memorial Day (no classes) Week 3: Introduction to ESG (part 1) Week 4: Introduction to ESG (part 2) Week 5: Introduction to ESG (part 3) Week 6: Why Should We Care ESG? / Assignment #1 Week 7: Children’s Day (no classes) Week 8: ESG Investing Beyond Traditional Strategies Week 9: Midterm Exam Week / ESG investing beyond traditional strategies Week 10: Oral presentation #1 (1/3): ESG Investing Textbook Week 11: Oral presentation #1 (2/3): ESG Investing Textbook Week 12: Oral presentation #1 (3/3): ESG Investing Textbook Week 13: Alternative viewpoints on ESG investing (part 1) Week 14: Alternative viewpoints on ESG investing (part 2) / Assignment #3 Week 15: Dragon Boat Festival (no classes) Week 16: Special events: Taiwan Finance Association Annual Meeting at NTNU Week 17: Oral presentation #2: JPM academic paper Week 18: Final Exam Week / Oral presentation #2: JPM academic paper / Assignment #4
Evaluation and grading policy	1. Attendance: 20% 2. Midterm exam: no, 40%, Replace it with FOUR assignments 3. Final exam: no, 40%, Replace it with TWO oral presentations, where one is individual report and one is group report.
Materials	All right reserved. Do not reproduce without permission. Foreign-language textbooks:Yes Hill, John. Environmental, Social, and Governance (ESG) investing: A balanced analysis of the theory and practice of a sustainable portfolio. Academic Press, 2020 (e-book at NTUT's library).
The access to curricular consultation	By appointment Office: Hong Yu Technology Research Building 638 Email: hkchen@ntut.edu.tw Phone: +886-27712171#5918
The course corresponds to the SDGs	SDG1：消除貧窮（No Poverty） SDG8：尊嚴就業與經濟發展（Decent Work and Economic Growth）
Note