Event 1: Introduction to ESG / ESG Data and Scores
Introduction to ESG and sustainable finance – M. Schmid
Definitions, Market size and developments, Sustainable investment approaches, Demand for ESG, Data issues
Sustainable banking and firms’ contribution to the 17 SDGs – N. Frey
Sustainable Development Goals, Data-driven company evaluation, Company Impact, Sustainable banking / investing
Measuring and evaluating ESG risk and incidents – S. Dias
ESG and business conduct risk, ESG due diligence, ESG risk incident data and metrics, Reputation risk
Event 2: Regulation, Certification, and Investment Strategies
Regulation and reporting – S. Cisar
UN Sustainable Development Goals (UN SDGs), Task Force on Climate-Related Disclosure (TCFD), EU Action Plan on Sustainable Finance (SFDR, Taxonomy, etc.) Glasgow Financial Alliance on Net Zero, Climate Scores
Sustainable investments: Strategies and certification – E. Carnemolla
ESG strategies, Integration, Exclusion/Screening, Active ownership, ESG and green labels
Event 3: Sustainable Investment Products and Performance Evaluation
How to set up a sustainable investment product – R. Feldman
Sustainable investment products, Sustainable investment funds, Green bonds, Sustainability versus performance, Benchmarking
The performance of sustainable investments – The academic evidence – M. Schmid
Conceptual issues, Market efficiency, Demand shifts, Performance measurement, Empirical research findings
Event 4: Financial Advisory / ESG and Climate Risk
Sustainable investments in financial advisory – A. Sariyska
Sustainable portfolios and products, Client demand for sustainable products, ESG reporting to clients, Advisory process on ESG
Measuring and managing ESG and climate risk – O. Marchand
Risk Measurement, ESG and climate scores, Climate Value at Risk, Warming Potential
Event 5: Impact versus Greenwashing
Impact investing – K. Keuning & S. Lügstenmann
Impact investment themes and approaches, Impact measurement frameworks, Management and reporting, Greenwashing
“Walk the talk” and the real effects of sustainable investments – M. Schmid
Impact versus greenwashing, Measurement issues, Real effects of regulation, Technology impact, Fund behavior, Engagement and activist investing, Supply chain effects