Applied Sustainable Investing in Wealth Management
- Upcoming Session
Registrations now OPEN
Dates: Wed, Nov 16, 2022
Time: 8:30am to 1:00pm SG time
Format: In-person
Location: 1 Pickering St., Level 8, Great Eastern Centre S(048659)
Fee: S$800 per participant*
*Eligible for funding under the IBF Standards Training Scheme (IBF-STS). Subject to the participant meeting all eligibility criteria.
The CSP SG Applied Sustainable Investing in Wealth Management course combines years of
academic research with the practical principles of implementing sustainable investing in practice.
Course Outline
- Why Sustainable Investing is important in Wealth Management
- Exponential growth in sustainable investments
- Gap between wealth owners’ sustainable investing interests and actions
- Wealth owners have different motivations for sustainable investing
- Sustainable investing as a process
- Sustainable investing tools and products
- Sustainable investment portfolio for wealth owners
- Real world sustainable investment funds
- Screening – Exclusion and Best-in-Class
- ESG Integration
- Voting and Engagement – Active Ownership
- Thematic and Impact
- ESG ratings
- Real world application of sustainable investing tools
- Sustainable approaches by complexity and impact
- Impact of sustainable investment as an investor
- Impact of sustainable investment on the company
- Real world investment products by investor and company impact
- Matching wealth owner’s motivation on impact with the right sustainable tools and products
Who Should Attend
This course is for financial professionals working at banks and wealth managers with affluent to ultra-high net worth clients.
Pre-Requisites
Basic understanding of ESG, SDGs, and investment spectrum.Fees
S$800 (eligible for IBF subsidy)
Registration and Schedule
Please contact training@cspsingapore.org
