Zürich or Online
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A certificate program offered by Prof. Dr. Markus Schmid, Professor of Finance at the University of St. Gallen and Managing Director of the Swiss Institute of Banking and Finance, in cooperation with ESG industry experts from
- Inrate
- J. Safra Sarasin
- Pictet
- Vontobel
- Zürcher Kantonalbank
Contents
ESG and Sustainable Finance are now in the focus of public and political attention. The United Nations 2030 Agenda for Sustainable Development Goals (SDGs) and the goals of the Paris Climate Agreement have provided a roadmap for sustainability for governments and regulators, but also for financial institutions. By directing financial flows into sustainable activities and integrating ESG criteria into the investment process, the financial sector has great potential to change markets and to shape sustainable economic systems. Hence, the interest in sustainable investing has grown to such an extent that the investment community has shifted from asking whether to adopt ESG principles to how to implement them. This course is intended to serve as an in-depth introduction to ESG and sustainable finance that combines both rigorous academic evidence and hands-on industry experience on
- how to implement ESG standards into the investment process,
- how to measure ESG and deal with data issues,
- how to address regulatory challenges and certification issues,
- how to manage ESG and climate risk,
- how to pick up customer needs and communicate ESG targets and achievement to clients, and
- the financial performance and the real-world impact of sustainable investments.
Schedule
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Topic 1
02.03.2022
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Introduction to ESG and Sustainable Finance
Prof. Dr. Markus Schmid
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Topic 2
09.03.2022
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ESG ratings: How to measure companies’ ESG performance?
Christoph Müller, CEO and Chairman of Inrate
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Topic 3
16.03.2022
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Data issues and challenges of quantitative work with ESG ratings
Prof. Dr. Markus Schmid
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Topic 4
23.03.2022
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Sustainable portfolio management: The implementation of ESG-compliant investment strategies
Dr. Eugenio Carnemolla, Vontobel Asset Management
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Topic 5
30.03.2022
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Sustainable portfolio management: Regulatory challenges and certification
Dr. Eugenio Carnemolla, Vontobel Asset Management
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Topic 6
06.04.2022
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How to set up a sustainable investment product
Ruben Feldman, Deputy Head of ESG Strategy & Business Development, ZKB
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Topic 7
13.04.2022
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The performance of sustainable investments – The academic evidence
Prof. Dr. Markus Schmid
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Topic 8
27.04.2022
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Managing ESG / climate risk
Laurent Nguyen, Head of Quantitative Equities, Pictet Asset Management
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Topic 9
04.05.2022
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Sustainable investments in financial advisory
Sasha Cisar, Sustainability Manager of Bank J. Safra Sarasin
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Topic 10
11.05.2022
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“Walk the talk” and the real effects of sustainable investments
Prof. Dr. Markus Schmid
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Exam
18.05.2022
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Final exam (optional)
for obtaining a certificate issued by the Swiss Institute of Banking and Finance of the University of St.Gallen
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Target Audience
The workshop’s target audience includes finance professionals in asset management, banking, financial advisory, pension funds, risk management, insurance, and finance IT, among others – and of course everybody interested in ESG and sustainable finance.
Location
Pädagogische Hochschule Zürich
Lagergasse 2
8090 Zürich
Course Duration and Modalities
- In-person workshops: Wednesday, 17.30 - 19.00
- Alternatively, participants may decide to register for online participation (with access to all the course materials and video recordings of the in-person workshop sessions).
Course Fee
CHF 1'500
Terms and Conditions
Cancelations until three weeks before the start of the course will be fully reimbursed. In case of a late cancelation, 50% of the course fee will be reimbursed. Cancelations after the start of the course cannot be reimbursed.
In case of an insufficient number of participants, the course may be cancelled or postponed. In that case, the course fee will be fully repaid to registered participants.