SUSTAINABLE & IMPACT INVESTING

COURSE CONTENT

The course gives you an overview into the most important approaches to sustainable and impact investing, relevant standards and best practices, as well as academic research on the performance of sustainable investment solutions.

This course does not constitute investment advice.

COURSE STRUCTURE

Overview and Definitions

• • SRI, ESG, Impact Investing
  • Industry evolution

Responsible Investment Approaches

• • ESG Integration
  • ESG Ratings
  • Negative Screening
  • Positive Inclusion
  • Impact Investing
  • Principles for Responsible Investment
    

Impact Measurement

• • Theory of Change
  • International Standards and Metrics
  • Impact Measurement and Carried Interest
  • Environmental Impact
    

Regulatory Frameworks

• • European Sustainability Regulations Overview
  • European Sustainable Finance Disclosure Regulation
  • European Taxonomy Regulation
  • European Non-Financial Reporting Directive
  • European Corporate Sustainability Reporting Directive
  • Regulations outside of Europe
    

Investment Products

• • Introduction
  • Screened ETFs and Mutual Funds
  • Sustainable ETFs and Mutual Funds
  • Listed Impact Funds
  • Unlisted Impact Funds
  • Faith-based mutual funds
    

Risk and Returns of Responsible Investments

• • Selected Research Studies
  • Considerations on risks and returns
    

Sustainability and Impact Themes

• • Overview of main investment themes
    

Review Questions

target audience

The course is designed for private investors and investment/client advisers who want to gain a broad and structured understanding of the sustainable investment universe, including the main approaches, their potential and limitations. 

Course Specifications

Format: Online Course with videos and scripts.

Length: ca. 2h.

Certificate/confirmation: on request a confirmation will be issued subject to passing the review exam.

Cost: CHF 100