Sustainable Lending—How to Reduce Ecological Risk and Enhance Ecological Sustainability in the Corporate Business

Participants are invited to a subsequent networking aperitif.
Date04 Mar 2025
Time13:00 - 17:00
LocationWarwick, Geneva
Prof. Steven Ongena, SFI Senior Chair, University of Zurich
Michael Keller, Relationship Management Multinationals, Corporate Clients, UBS

This SFI Master Class is offered in cooperation with the Geneva Financial Center (GFC).


Current Situation  

Banks cannot stop climate change on their own. But they have a key role to play in steering financial flows in the right direction. After an initial phase in which banks focused on Retail and Private Banking and the provision of sustainable financial products to the relevant customer groups, the granting of sustainable loans in Corporate Banking is now becoming increasingly important. The financial industry is thus not only supporting its corporate clients on the path to achieving their own sustainability goals. It also minimizes lender’s own credit risk through the targeted granting of loans. However, this is accompanied by a significant increase in the complexity of the lending business, which requires a deeper understanding of how to assess sustainability risks.  

 

Objective

Building on industry practice and recent academic insights, this Master Class will provide a high-level overview of the fundamental climate issues at stake when banks lend to businesses. The Master Class will discuss currently available data and implementation approaches and discuss both opportunities and shortcomings of current practice. Overall, the master class aims to equip banking professionals with up to date and relevant high-level knowledge about sustainable lending.
Specific objectives are:

  • Current research findings on green lending, its costs and benefits, the organizational challenges involved and the relevant regulation.

  • How to measure and assess direct physical risks (e.g., rising temperatures, flooding, water scarcity) and indirect transition risks (e.g., stranding of fossil fuel reserves, other regulatory costs).

  • Becoming familiar with the relevant implementation strategies involved, with respect to bank-level, local, national and international practice, including the motivation behind the different approaches and the trade-offs involved.

  • Exploring current market trends in the field of sustainable finance and respective lending instruments and the way they are applied in practice.

The format will be a combination of inputs, discussions, and group problem solving.
 

SFI Master Class Features and Target Audience

SFI Master Classes offer seasoned banking and finance professionals a unique opportunity to exchange knowledge and share their professional views with top-level academics and industry experts in an interactive learning environment. Master Classes incorporate hands-on group work and opportunities for discussion. An on-site networking event will follow this Master Class.

This Master Class is aimed at credit specialists in the financial industry who wish to broaden their knowledge capital and deepen their understanding of green lending. For instance, relationship managers working in retail and corporate banking will find the Master Class useful in order to get familiar with the main challenges in green lending.

 

SAQ Recertification

This SFI Master Class is an acknowledged SAQ recertification measure and comprises four learning hours for the following SAQ profiles: 

  • Wealth Management Advisor CWMA

  • Certified Corporate Banker CCoB

  • Advisor SME Clients

This SFI Master Class covers the aspect "industry knowledge."

 

Late cancellations and no-shows

If you have registered for a Master Class but are unable to attend, we kindly ask that you inform us as soon as possible. Places are limited, and late cancellations and no-shows not only prevent those on the waiting list from attending, but also result in an inefficient allocation of valuable resources. Your cooperation in communicating any unexpected changes regarding your participation at this Master Class is greatly appreciated.

Registration

Personal Information

Persönliche Angaben

Informations personnelles

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Each SFI Master Class targets experienced specialists and leaders from the banking and finance industries. The profile for participants is:
  • At least 10 years of relevant professional experience; management and leadership experience is considered a plus.
  • Strong analytical skills.
  • Capacity for in-depth, interdisciplinary thinking.
  • A university background or corresponding professional qualifications.

Jede Master Class richtet sich an erfahrene Fach- und Führungskräfte aus der Banken- und Finanzbranche. Das Teilnehmerprofil umfasst:
  • mindestens 10 Jahre einschlägige Berufserfahrung; Management- und Führungserfahrung sind von Vorteil.
  • ausgeprägte analytische Fähigkeiten.
  • Fähigkeit zu tiefgreifendem, interdisziplinärem Denken.
  • eine Hochschulausbildung oder eine entsprechende berufliche Qualifikation.

Chaque Master Class s'adresse à des spécialistes expérimentés et à des dirigeants du secteur bancaire et financier. Le profil des participants est le suivant:
  • Au moins dix années d'expérience professionnelle pertinente ; une expérience managériale est considérée comme un atout.
  • De solides compétences analytiques
  • Une capacité de réflexion approfondie et interdisciplinaire
  • Une formation universitaire ou des qualifications professionnelles correspondantes.
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Data Sharing Approval

Zustimmung zur Datenweitergabe

Autorisation de partage des données

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SAQ Recertification

SAQ-Rezertifizierung

SAQ Recertification fr

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SFI Newsletter

SFI Newsletter

Newsletter SFI

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Terms and Conditions

Geschäftsbedingungen

Conditions générales

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Applicable law and place of jurisdiction: The contract for the execution of SFI Master Classes exists between
individual participants and the Swiss Finance Institute. This contract is subject to Swiss law. The place of jurisdiction is the city of Zurich.

Disclaimer and Contact

Haftungsausschluss und Kontakt

Clause de non responsabilité et contact

Program management reserves the right to decide whether each SFI Master Class will take place or not.

Contact: SFI Master Class Team, masterclass@sfi.ch