Innovative & Sustainable Finance & ESG
創新及可持續金融與ESG
Event Date and Time 活動日期及時間
25 October 2024 (Friday), 2:00pm
2024年10月25日(星期五)下午二時正
Event Venue 活動地點
Grand Hall, Inspiration Building
Mong-Há Campus, Macao University of Tourism
澳門旅遊大學望廈校區啟思樓大禮堂
Forum Synopsis
The world is facing immense challenges toward sustainability in many aspects due to climate change and environmental threats. Policy-makers and the private sectors have been working on new ways of conducting businesses to support a more enabling and sustainable global economy. Sustainable finance is a top priority in the arena of rapidly evolving regulatory frameworks and markets. Apart from familiar topics such as carbon trading and green bonds, developing other innovative approaches to sustainable finance is necessary to cater for the environmental, social, and corporate governance (ESG) needs of business activities today.
While humanity progresses through industrial and economic undertakings, the importance of our Mother Nature cannot be ignored. More and more nature-related finance and reporting topics have evolved in the recent years. Biodiversity and extinction accounting, and TNFD (Taskforce on Nature-Related Financial Disclosure) are some examples which can be developed into new forms of sustainable financial instruments.
This forum is dedicated to exploring the pivotal role of innovative sustainable financing methods and new concepts to create an enabling investment environment in line with global sustainability development.
The forum features two prominent keynote speakers, namely Jill Atkins, a world-renowned finance and accounting professor from Cardiff University who has been publishing widely in the sustainability area and advocating the extinction accounting framework; and Martina Macpherson, Head of ESG Product Strategy and Management at SIX (the Swiss and Spanish Stock Exchanges Group) and advisor to a number of high-level organizations in the UK and Europe. Jill and Martina will also be accompanied by a panel of distinguished industry practitioners and academics from Macau to engage in an insightful discussion which touches on the latest topics in sustainable finance and ESG.
The forum will attract anyone who is concerned with the sustainable development of our planet, especially those who are interested in learning how financing can be used as a means to achieve the Triple Bottom Line, that is to say, to attain a state of balance among People, Planet, and Profit.
Program 活動流程
14:00 – 15:00 Registration and Reception 14:00 – 15:00 簽到 15:00 – 15:05 Welcome speech by the President of the Administrative Council of MICSRGC 15:00 – 15:05 澳門企業社會責任大中華學會理事長致歡迎詞 15:05 – 15:10 Speech by the representative of the Macao University of Tourism 15:05 – 15:10 澳門旅遊大學代表致辭 15:10 – 15:20 Certificate and souvenir presentation; Photo taking of speakers and guests; Group Photo 15:10 – 15:20 證書與紀念品頒授;講者、嘉賓合照;與會者大合照 15:20 – 15:40 Feature Session 1 專題演講一: Accounting, Accountability and Finance for Rewilding and De-Extinction: 再野化和物種復育的會計、問責制和金融 Speaker 講者: Prof. Jill Atkins 教授 Professor in Accounting at Cardiff Business School, Founding Director of EEEAGER. 卡迪夫大學商學院會計學教授、EEEAGER創始人 15:40 – 16:00 Feature Session 2 專題演講二: Extinction Bonds: Addressing Biodiversity Issues through Sustainable Finance 滅絕債券: 通過可持續金融解決生物多樣性問題 Speaker 講者: Ms. Martina Macpherson 女士 Head of ESG Product Strategy and Management at SIX (the Swiss and Spanish Stock Exchanges Group), EEEAGER Member. SIX(瑞士和西班牙證券交易所集團)ESG產品策略與管理負責人、EEEAGER成員 16:00 – 16:25 Coffee Break 茶歇 16:25 – 17:25 Panel Discussion 16:25 – 17:25 專題討論
Panelists 討論嘉賓: Prof. Jill Atkins 教授 (EEEAGER) Ms. Martina Macpherson 女士 (EEEAGER) Prof. Carlos Noronha 教授 (University of Macau, MICSRGC) (澳門大學、澳門企業社會責任大中華學會) Mr. Pedro Theotónio 先生 (Banco Nacional Ultramarino S.A., Macau) (澳門大西洋銀行) Moderator 主持人: Prof. Morris Liu (University of Macau, MICSRGC) 劉明教授(澳門大學、澳門企業社會責任大中華學會) 17:25 – 17:30 Closing Remarks by the President of the Administrative Council of MICSRGC 17:25 – 17:30 澳門企業社會責任大中華學會理事長致閉幕詞 17:30 End of the forum 論壇圓滿結束 |
Event Booklet 場刊
Speakers 演講嘉賓
Ms. Martina Macpherson
- Head of ESG Product Strategy & Management, SIX Group SIX 集團:ESG 產品策略與管理部門負責人
- Chair of the Board, Future of Sustainable Data Alliance (FoSDA) 可持續數據未來聯盟 (FoSDA):董事會主席
- Co-Chair, ESG Regulations Working Group, TISA UK TISA 英國:ESG 規範工作組共同主席
- Advisory Group Member, APPG on ESG, Houses of Parliament, UK 英國國會:ESG 跨黨派小組顧問成員
- Advisory Group Member, Sustainability Regulations, EU Law Institute 歐盟法學院:可持續發展規範顧問小組成員
- Advisory Board Member, Eastern European Sustainable Investment Forum, EU 東歐可持續投資論壇:顧問委員會成員
- Advisory Board Member, SG Analytics, Global Technology Company SG Analytics:全球科技公司的顧問委員會成員
- Visiting Fellow, Henley Business School, UK, and University of Zurich, CH 亨利商學院 (Henley Business School) 和 蘇黎世大學 (University of Zurich):訪問研究員
講者及討論嘉賓簡介
Martina在金融市場和ESG領域擁有近25年的經驗,涵蓋策略、產品、研究、運營及董事會層面。她是一位屢獲殊榮的可持續金融專家、創新者和企業家。
Martina目前擔任SIX(瑞士和西班牙證券交易所集團)的ESG產品策略與管理部門負責人,負責監督SIX的主要ESG產品和服務委員會,該委員會由內部和外部的領先ESG和監管專家組成。
她是FoSDA(可持續數據的領導機構)董事會的創始成員,該機構是ESG數據、評級和產品行業的主要代言人。她曾參與多個主要行業協會和倡議,現在擔任金融科技公司SG Analytics的顧問委員會成員,並是英國國會ESG跨黨派小組(APPG)的成員。她還共同主持英國TISA(資產管理機構)的可持續發展規範工作小組,並是歐洲法學院可持續發展/規範顧問小組的創始成員。
在SIX履任之前,她曾擔任ODDO BHF資產管理公司的ESG策略負責人,穆迪公司的ESG與參與策略高級副總裁,標普道瓊斯指數的全球ESG指數產品和研究負責人,以及Sustainable Investments Partners Ltd.的董事總經理和MSCI的ESG解決方案副總裁。在她的職業生涯早期,她在Insight Investment、F&C AM和德意志銀行擔任產品、研究和商業職位。
Martina擁有ICSA的非執行董事(NED)董事會治理證書、英國倫敦商業與金融學院的金融和商業MBA證書,以及德國法蘭克福大學的法律與人文科學碩士學位。她是英國企業責任與可持續發展研究所(ICRS)的會士成員、英國認證風險管理專業人員協會(ICRMP)的榮譽博士研究員,也是德國國家學術基金會(“Studienstiftung des Deutschen Volkes”)的校友。她目前在卡迪夫大學攻讀商業、金融和會計的兼職博士學位。
Martina是一位可持續投資的學術講師、作家和公共演講者,並共同撰寫了一系列ESG和金融科技書籍,包括 “The AI Book”(Wiley,2020)、“Handbook on Biodiversity – Species Extinction Accounting and Biodiversity”(Routledge,2022)、“ESG in Portfolio Analysis” 教科書(RiskBooks,2022)以及首部 “Handbook on Sustainability Regulatory Reporting and Accounting”(Edward Elgar Publishing,2024)。她目前正在編寫 “Handbook of Climate Finance and Transition Management”(Routledge,2025或以後)。 因其在可持續金融和全球ESG領導方面的工作,Martina於2024年獲得全球思想者論壇(Athena 40 Awards)提名為「全球可持續發展大使」,並於2022年被世界金融論壇(WFF)授予「金融界50位女性」稱號。在SIX,她在2022、2023和2024年獲得了與金融和可持續發展相關的(產品)策略獎(由Finance Magnates頒發)和倡議獎(由A Team Insight頒發)。
摘要
地球目前正經歷一場物種大滅絕事件,物種喪失和棲息地破壞的根本原因是人類和商業活動。金融市場的參與者,如銀行、投資者和企業,均在其中扮演著重要角色。在本節演講中,我們旨在討論和評估正在開發和實施的物種滅絕核算機制和金融解決方案,以拯救和保護物種,增強生物多樣性,同時維護金融市場和商業世界的繁榮。
通過具體的金融市場和產品案例研究,我們旨在評估並提供投資和資本市場工具的示例,這些工具能夠實現財務和非財務影響,並且可以在初級和次級市場層面上用於金融決策。
本節專題對於可持續發展、治理、會計、金融、企業社會責任和公司治理等領域的行業從業者、研究人員和學生具有重要意義,對於可持續金融市場領域的投資者、負責任的投資者、銀行家、商業領袖和政策制定者尤為必要。它突顯了這些不同部門和細分市場的跨學科特性,幫助決策者理解並建立物種和生物多樣性保護的機制,無論是在生物多樣性生態系統內部還是超越其範疇,同時也涉及金融和商業管理。
Prof. Jill Atkins
- Professor in Accounting at Cardiff Business School 英國卡迪夫商學院的會計學教授
- Founding director of the Environmental, Ecological and Extinction Accounting Governance and Economics Research (EEEAGER) Group at Cardiff University 英國卡迪夫大學環境、生態滅絕核算、治理與經濟研究中心(EEEAGER)的創始人
講者及討論嘉賓簡介
Jill Atkins教授是英國卡迪夫商學院的會計學教授,同時也是南非威特沃特斯蘭德大學的訪問教授。她的研究重點包括公司治理、負責任投資、可持續發展會計與問責制,以及滅絕會計。她是de Gruyter公司治理研究系列的系列編輯,負責該系列的手稿委託與編輯。Atkins教授撰寫和編輯了The Business of Bees: An Integrated Approach to Bee Decline and Corporate Responsibility,該著作源於一項長期項目,調查會計和負責任投資在保護生物多樣性中的作用。她還撰寫和編輯了‘Around the World in 80 Species: Exploring the Business Case for Extinction Prevention’(該著作於2019年由Routledge出版社發行),以及‘Extinction Governance, Accounting and Finance’。她的主要教科書Corporate Governance and Accountability目前已發行第5版。她最新的書籍項目於2024年1月出版,聚焦於「保護農業供應鏈中的自然資本與生物多樣性」。Atkins教授的學歷包括在南特大學獲得一級榮譽歐洲經濟學文學士學位及經濟學學位,德罕大學的企業與國際金融碩士學位,以及曼徹斯特大學的金融博士學位。Atkins教授在ESG投資行業和治理領域廣受讚譽,作為思想領袖,經常受邀在國際的從業者和學術活動中就可持續發展會計、金融和治理發表主題演講。她是英國卡迪夫大學環境、生態滅絕核算、治理與經濟研究中心(EEEAGER)的創始人。
摘要
在全球範圍內,生物多樣性保護和自然恢復的緊迫需求已得到廣泛認可。正如本節演講所強調的,應對生物多樣性喪失和自然退化的努力不僅限於自然科學學科,如保護和生態學,而且與會計和金融學科密切相關。自然恢復和生物多樣性提升需要大量資金,且需通過會計形式對這些資金的使用進行問責。
在本節專題演講中,Atkins教授將探討生物多樣性保護和自然恢復的會計、問責制與金融,重點關注再野生化的融資、會計和問責制。Atkins教授將特別關注CreditNature開發的生物多樣性信用,以資助再野生化計劃。
本節專題演講的成果之一是提供一個解放性的滅絕核算模型,該模型將再野生化納入組織的策略,以展示其在尋求增強生物多樣性、恢復自然和實現「自然正向」方面的努力。Atkins教授更進一步主張,會計和金融的研究不應被孤立,應視為相互關聯的學科。
TNFD的創建加速了自然金融及自然金融市場的發展。通過創建生物多樣性或自然信用,自然金融科技的發展與這些新形式金融的報告、會計處理及其對自然和生物多樣性的影響密不可分。
Other Panelists 討論嘉賓
Panelists in alphabetical order by Surname
Biography Prof. Morris liu
Prof. Liu is currently Head and Associate Professor of the Department of Accounting and Information Management, Faculty of Business Administration, University of Macau. He has published research papers in accounting, auditing, capital market studies, corporate governance and corporate social responsibilities and received best paper awards in international conferences. Prof. Liu has taught a variety of courses in accounting and finance for undergraduate, postgraduate and executive programs. Besides teaching and research in academia, Prof. Liu has worked for the auditing industry and government think tanks.
劉明教授
劉教授目前擔任澳門大學工商管理學院會計及資訊管理學系主任及副教授。他在會計、審計、資本市場研究、公司治理和企業社會責任等領域發表了多篇研究論文,並在國際會議上獲得最佳論文獎。劉教授曾為多門本科、研究生和高級管理人員課程授課,涵蓋會計和金融領域。除了在學術界的教學和研究外,劉教授還曾在審計行業和政府智庫工作。
Biography Prof. Carlos Noronha
Prof. Carlos Noronha is an Associate Professor of Accounting at the University of Macau and a Founder of the Macau Institute for Corporate Social Responsibility in Greater China (MICSRGC). He is also an Editor of the Social Responsibility Journal and sits on and contributes to the boards of a number of academic journals including Sustainability Accounting, Management and Policy Journal, Asian Business and Management, Journal of Accounting, Ethics and Public Policy, and others. As an academic, he has published in the areas of accounting, taxation, corporate social responsibility (CSR), and sustainability in the forms of journal articles, books, and book chapters.
Prof. Noronha’s research interests include CSR disclosure and sustainability in various forms of organizations and corporations, as well as related topics in social accounting and philosophical inquiries into matters that could cause a profound impact on humanity (Phenomenon Grande).
As an advocate as well as a challenger of the influences of social and environmental activities of businesses and organizations on societies, Prof. Noronha works with a dedicated team of academics as well as practitioners who are devoted to and profess the same value that CSR creates the core value of long-term business sustainability.
Carlos Noronha教授
Carlos Noronha教授是澳門大學的會計學副教授,同時也是澳門企業社會責任大中華學會(MICSRGC)的創始人。他還擔任《社會責任期刊》的編輯,並參與多部學術期刊的編輯委員會,包括《可持續發展會計、管理與政策期刊》、《亞洲商業與管理期刊》、《會計、倫理與公共政策期刊》等。作為一名學者,他在會計、稅務、企業社會責任(CSR)和可持續發展等領域發表了多篇期刊文章、書籍和書籍章節。
Noronha教授的研究興趣包括各類組織和公司的企業社會責任(CSR)披露與可持續發展,以及與社會會計相關的主題和可能對人類產生深遠影響的問題的哲學探究(Phenomenon Grande)。 作為企業和組織的社會及環境活動對社會影響的倡導者和挑戰者,Noronha教授與一支專注的學術團隊和從業者合作,他們共同致力於推動相同的價值觀,即企業社會責任(CSR)是長期商業可持續發展的核心價值。
Biography Mr. Pedro Theotónio
Mr. Pedro Theotónio is the Head of Financial Control and Corporate Development, including Sustainability at BNU. He holds a Bachelor’s degree in Business Administration and is an accredited Certified Public Accountant. Mr. Theotónio has been residing in Macau for over 17 years and has gained extensive experience in finance. More recently, he has been instrumental in integrating BNU’s environmental, social, and governance (ESG) strategy to support Macau’s transition towards a carbon-neutral society.
Pedro Theotónio先生
Pedro Theotónio先生是澳門大西洋銀行的財務控制和企業發展部門負責人,負責包括可持續發展在內的相關工作。他擁有工商管理學士學位,並且是一名註冊會計師。Theotónio先生在澳門居住已超過17年,積累了豐富的金融經驗。最近,他在整合澳門大西洋銀行的環境、社會和治理(ESG)策略方面發揮了重要作用,以支持澳門向碳中和社會的轉型。
Registration 註冊須知
The forum will be conducted in English with simultaneous interpretation in Putonghua.
論壇將以英語進行,以及普通話同聲傳譯。
Dear visitor, thank you for showing interest but unfortunately the online registration is closed.
尊敬的訪客,線上註冊已截止,感謝您對論壇的關注。
If you like to attend the forum, please contact us by email; info@MacauCSRinstitute.org
閣下如欲參加論壇,請透過電郵與我們聯繫:info@MacauCSRinstitute.org 。