Event Details

How listed companies can be included in ESG indexes

In recent years, institutional and retail investors have shown growing interest in two distinct areas: environmental, social and governance (ESG) investing, and indexing. While the reasons for gravitating toward these areas differ, the simultaneous interest in both has led to a proliferation of ESG indexes, and a movement toward adopting these ESG indexes as policy benchmarks.

Yet the many different investment approaches encompassed under the broad umbrella of "ESG investing" are reflected in the significant variety among such indexes, each of which may have distinct ESG data, investment objectives, index construction methods and approaches to impact. It is important for listed companies to understand the construction of indexes and selection process of constituents to be included in the ESG indexes and considered by ESG investors on ESG investing.

This webinar will look at the major ESG indexes and the ways and methodology to be included in them.

Venue: Online via zoom

Language: English

Fee: Free for HKIRA members; HK$100 for non-member

Accreditation: 1 CPD hour (by request)

Reservation/ Remarks:

  • Online registration only. Deadline: 25 November 2022.
  • HKIRA will confirm availability by email notification. HKIRA reserves the right to final say in registration discrepancies.
  • For online attendees, the link to the webinar will be sent to the registered email when closer to the event date.
  • Registration is non-cancellable and non-refundable.


Ms. Venus Zhao

Head of Investor Relations, Public Relations and Compliance

JS Global Lifestyle Company Limited

(Stock code: 1691)

Venus has extensive professional experience in capital markets, investor relations, media relations, corporate communications, and corporate finance and ESG, with years of relevant experience in Fortune 500 MNCs and Hong Kong listed companies. She is a Certified ESG Analyst of The European Federation of Financial Analysts Societies, and Chartered Global Management Accountant (CGMA) and Fellow of the Chartered Institute of Management Accountants (FCMA) from Chartered Institute of Management Accountants (CIMA). 


  • Sammie Leung (Partner, Regional ESG Services at PwC Asia Pacific)

    Sammie Leung

    Partner, Regional ESG Services at PwC Asia Pacific

    Sammie Leung is the PwC’s regional subject matter expert of ESG and climate services covering markets include Hong Kong, Mainland China, Singapore and Taiwan. Sammie is the founding member of the Hong Kong China team of 600+ ESG professionals where the PwC ESG practice categorises the key services into four key areas: Sustainable Finance, Responsible Investment, Climate Change and Sustainable Value Chains.

    Sammie assists clients in setting science-based target, decarbonisation strategy design and implementation. Sammie also works closely with clients in their TCFD adoption journey, which include identify, assess, quantify, manage, and disclose climate-relating risks and opportunities.

    In addition to advising 100+ companies in ESG disclosures, Sammie has in-depth understanding with how the financial services sector integrate ESG and climate-related factors as their risk assessment and investment processes.

    Sammie is the partner in charge of developing PwC’s proprietary digital assets include the PwC ESG Reporting Tool and Climate-relating risks assessment Tool (enabled science-model scenario analysis / NGFS framework)

    In addition to client serving, Sammie serves the wider community through active participation of knowledge sharing event and the following capacity:
    • Sustainability & Climate Taskforce of the Hong Kong Financial Reporting Council
    • ESG Working Group of the Hong Kong Securities Institute
    • Green Finance expert, Academy of Finance
    • ESG Working Group and Policy Working Group of the Hong Kong Green Finance Association
    • Audit Committee member of Tung Wah College

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  • Priscilla Luk (Managing Director, Head of Asia Pacific, Global Research & Design at S&P Dow Jones Indices)

    Priscilla Luk

    Managing Director, Head of Asia Pacific, Global Research & Design at S&P Dow Jones Indices

    Priscilla Luk serves as Managing Director, Head of Global
    Research & Design, APAC, at S&P Dow Jones Indices
    (S&P DJI). She is responsible for the conceptualization and
    design of new indices using a combination of analytical,
    commercial, and regulatory considerations. Priscilla also
    regularly publishes research on new and existing products,
    and represents S&P DJI at media engagements,
    conferences, and other client events.
    Prior to joining S&P DJI in 2012, Priscilla spent over ten
    years in equity research providing analysis on asset
    allocation and equity investment strategies. Previously,
    Priscilla was an Asian equity strategist with Deutsche Bank
    AG and also served as a partner and the director of
    research at First Horse Capital, a global equity hedge fund
    management company. Prior to this, Priscilla worked as
    global and Asian strategist at Mirae Asset Securities.
    Priscilla also worked as a global equity strategist and Asian
    equity strategist at Citigroup Global Markets. She joined
    Citigroup from CLSA Asia Pacific Markets where she was a
    quantitative research analyst. Priscilla started her career in
    the quantitative research division at Credit Suisse in 2001.
    Priscilla graduated with a B.Sc. in quantitative finance from
    the Chinese University of Hong Kong.

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  • Taie Wang (Chief Sustainable & Emerging Business Officer at Hang Seng Indexes Company)

    Taie Wang

    Chief Sustainable & Emerging Business Officer at Hang Seng Indexes Company

    Ms Taie Wang is currently the Chief Sustainable & Emerging Business Officer at Hang Seng Indexes Company, responsible for the business development of emerging business lines, including ESG and Smart Beta indexes, data, analytics and solutions. Before joining the company, she was the Deputy Head of Research at a global asset management firm. Taie has over 18 years of experience in the financial industry and led self-indexing, ESG and Smart Beta research and strategy development. In 2015, she developed the Gender Diversity Index, which led to the launch of SHE, the world’s first ETF that promotes gender equality. Taie has published extensively in peer reviewed international journals such as the Journal of Portfolio Management and the Journal of Index Investing. She holds a MS in Finance and MS in Mathematics from the University of Illinois at Urbana-Champaign and a BS degree with a double major in English for Science and Technology and Industrial Economics from Tianjin University. Taie is a Chartered Financial Analyst.

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Admission for one (1) individual to the event.

Member Price Complimentary
Standard Price HKD 100


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