Sustainable and Responsible Investing

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Kingsley Fong

Associate Professor, School of Banking and Finance

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William Wu

Adjunct Lecturer

 

Why this course

  • Finance and investing are often taught as silos, deeply isolated from the real impacts these concepts have on society. This course examines the functions and dysfunctions of the market economic system and frames non-financial considerations using the familiar language of risk and opportunity. 

  • Professor Fong and Professor Wu’s creative finance pedagogy also invites personal reflections by students, and helps to integrate environmental and social impact perspectives into their world view. 

Download Syllabus

Download Syllabus

 
 

Course Highlights

Weekly Blog Exercise:

Sustainable investing challenges conventional financial wisdom because there are many new terms and new perspectives, and the information may be qualitative or non-financial. A blog is a helpful learning tool in this context because it offers an opportunity to communicate and integrate these ideas with conventional finance logic. Weekly blogging also cultivates a lifetime learning habit. A blog is not a typical learning activity in finance education, and some instructions are essential to provide students with a structure to guide their reflection.

Learn more about the exercise.

Course Video:


Biography

Kingsley Y. L. Fong is an Associate Professor at the School of Banking and Finance, UNSW Business School, University of New South Wales (UNSW), Sydney.

Kingsley teaches responsible investing and wealth management. His classes emphasize that finance professionals with a positive mindset can transform society for the better at a personal, business, and macro level. He introduced curriculum innovations such as responsible investing, financial technology, the iLab, and accredited financial planning programs. He served as the deputy head of school and as an academic representative at the Financial Planning Association.

Kingsley’s research investigates liquidity, high-frequency trading, investor behavior, and responsible finance. He is best known for his research on the effects of technology on equity market trading. The European Financial Association awarded his co-authored article on the best liquidity proxy for global research the Spängler IQAM Prize, the best investment paper published in the Review of Finance in 2017.

William Wu is an Adjunct Lecturer in the School of Banking and Finance at the University of New South Wales, where he is the co-author and lecturer of Sustainable and Responsible Investing. His expertise lies in portfolio management, equity research and sustainability. William has over a decade experience in the finance industry where he conducted sustainability analysis and managed sustainable portfolios on behalf of clients. He is also currently an Investment Analyst and Investment Stewardship within Schroders’ Australian Equities team. William served as a member of the Australian Sustainable Finance Initiative and holds a Bachelor of Commerce from the University of New South Wales.