Übersicht

Topic

This seminar focuses on the fast-growing market for “Sustainable Investing” (SI).

Target audience

The two-days executive education course «Sustainable Investing» and the one-day executive education course «Current Trends in SI» is designed for practitioners in the financial sector who want to understand the economic, social and environmental dimensions of sustainability and their implications for investment decisions and asset management approaches.

Qualifications

The participants have experience in the field of investing. Basic knowledge of finance is required.

Goal

Participants become familiar with the concepts of sustainability and the diversity of technical terms in the modern world of "sustainable investing". After the basic course you will have a deeper understanding of the SI market and its players and will be able to identify different SI investor profiles and analyse their investments and decision-making processes. Participants have extensive SI knowledge of product and investment strategies and understand SI-based asset management in terms of product analysis and selection. You will gain an insight into SI risk analysis and its performance measurement.

The course thus imparts specialist knowledge for strengthening SI consulting and decision-making competence.  The additional module "Current Trends in SI" offers a foundation in special topics and value chains of non-listed SI, such as sustainable infrastructure investments, bonds and engagement.

Course director

Dr. Annette Krauss, Center for Sustainable Finance & Private Wealth, University of Zurich

Lecturers

Matthias Bönning oekom research AG
Stephan Hirschi PwC
Christoph Jochum MSc CSSP AG
Pierin Menzli Bank J. Safra Sarasin AG
Dr. Julia Meyer Department of Banking and Finance UZH
Dr. Falko Paetzold Department of Banking and Finance UZH
Prof. Dr. Georg von Schnurbein CEPS, University of Basel
Prof. Dr. Sebastian Utz University of Basel

Examination

Mandatory attendance, active classroom participation and a case study homework.

Credits

Evidence of course attendance: Course confirmation of 3 ECTS points (Sustainable Investing) and 1 ECTS point (Current Trends in Sutsainable Investing)

This event can be credited in CAS in Sustainable Finance or in DAS/MAS Finance.

Place & Date

Every autumn semester (start in November)

If the number of participants is not sufficient in order that the course takes place, we will inform you about the cancellation of the course directly after the registration deadline.

Place & Date

Event Date Place
Sustainable Investing November 21, 2018 Zurich
Sustainable Investing November 22, 2018 Zurich
Current Trends in Sustainable Investing November 23, 2018 Zurich

Application deadline: October 21, 2018

Cost

CHF 1'500.- tuition for the basic module und CHF 800.- for the additional module (CHF 2'200.- if both modules are booked together). Tuition covers all materials and breaks. Travel and accomodation are not included.