T/ZCX 006-2023 ESG Analyst Professional Competence Evaluation Standards
T/ZCX 006-2023
Basic Information
Scope
Scope: This document specifies the principles for evaluating the competence of environmental, social, and governance (ESG) analysts, professional competence requirements, professional competence training, evaluation procedures, and requirements for handling special situations such as appeals, complaints, supervision, and disciplinary actions. This document applies to the professional competence evaluation of environmental, social, and governance (ESG) analysts, and other professionals in this field may refer to and use it for reference. Main technical content: The competence evaluation standards for ESG analysts proposed in this document are primarily based on the following three core aspects: - Environmental, social, and governance (ESG) knowledge: Including understanding of ESG concepts, ability to evaluate and analyze ESG indicators, and familiarity with ESG data sources and tools. - Analysis and communication skills: Including the ability to process and analyze data, provide advice on investment decisions and socially responsible investments, and communicate effectively with stakeholders. - Professional integrity and ethical responsibility: Including adherence to professional ethics and confidentiality systems, ability to identify and manage conflicts of interest, and a thorough understanding of ESG information disclosure and reporting standards.