Fundamental Principles of ESG Investing
SFI Prof. Philipp Krueger, Professor of Finance, University of Geneva
Claudia A. Bolli, Head Responsible Investing, Swiss Re
Currently FULLY BOOKED; registrations possible (waiting list)
Current Situation
Besides technology, sustainability has emerged as one of the most profound societal trends of our time. The finance and insurance sectors have not been isolated from this development and many institutions are now trying to account for sustainability in their decision making. At the heart of this effort is the idea of incorporating environmental, social, and governance (ESG) considerations into investment decisions.
Objective
Building on industry practice and recent academic insights, this Master Class will provide a high-level overview of the fundamental principles of ESG investing in liquid asset classes, such as listed equities and corporate bonds. 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 and finance professionals with up to date and relevant high-level knowledge about ESG investing. Specific learning objectives are:
- Becoming familiar with basic ESG investing terminology and different ESG implementation approaches, including the motivation behind different approaches
- Understanding the risk/return, asset universe and impact implications of different ESG implementation approaches
- Being able to identify and discuss current shortcomings/challenges relating to available ESG data and ESG implementation approaches
The Master Class will also touch upon the implications of COVID-19 for ESG investing.
Target Audience
This Master Class is aimed at non-sustainable investing specialists in the financial industry who wish to broaden their knowledge capital and deepen their understanding of ESG investing. For instance, portfolio managers or relationship managers working in asset management and private banking will find the Master Class useful in order to get familiar with ESG investing.
SAQ Recertification
This Master Class is an acknowledged recertification measure for the SAQ advisory profiles CWMA, Affluent Clients and Individual Clients and comprises four learning hours.