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CSP - Center for
Department Sustainable
of Banking and Finance
Finance
Center&
forPrivate Wealth
Sustainable Finance and Private Wealth
Sustainable Investing
in Wealth Management
Leveraging sustainable investing to
serve private wealth owners better
June 4th to 5th
November 5th to 6th
2020
Sustainable investing -
Making investments count
We at CSP have run trainings for wealth sustainable investing to build strong
owners since 2015. The Sustainable client relationships and become an
Investing in Wealth Management industry leader mastering a theme
training takes the learnings and that has an increasing influence on the
materials from half a decade of work investment strategies of wealth owners.
and turns them into a course that helps
wealth managers serve the sustainability The intense 2-day training provides
interests of their clients better. We you with an overview of the dynamic
know that it works; more than 60% of field and ensures that you can lead
the participants of our wealth owner discussions on sustainable investing
trainings are in an advanced stage of with confidence. The training brings
impact investing. Now we want to bring together CSP’s deep experience from
wealth managers on the same track. work with wealth owners and leading
global research institutions –
The Sustainable Investing in Wealth a combination that provides answers
Management training combines cutting- to both the whys and the hows of
edge academic research with the nuts sustainable investing.
and bolts of implementing sustainable
investing in practice. The course gives Join us and start your journey
you the tools to leverage the topic of toward impact!
For me, as an aspiring private
Dr. Falko Paetzold
impact investor, it was very
Initiator and
valuable to send my family office
Managing Director
staff to the program. We are on
the same page now.
Christian Oldendorff
Principal
Owner & Founder Anne Kellers
of Amplifier Program Manager
1 Sustainable Investing in Wealth Management
Why How
Private wealth owners increasingly The program is run by CSP, a
appreciate the support from their unit at the University of Zurich
advisors in learning more about focused on research and training
sustainable investing – including programs directed for private wealth
impact investing, active ownership, owners globally. Furthermore, CSP
and thematic investing. Yet, these works closely with wealth owner
themes are relatively new and communities such as Toniic and The
advisors often feel that they lack the ImPact. The program is therefore
tools to effectively and efficiently based on practical expertise from
serve their clients herein. work with wealth owners and
managers coupled with deep
scientific research insights.
The expertise of the research team
extends beyond Zurich and is based
on collaborations with scholars
What from institutions ranging from the
University of Maastricht to MIT and
the Harvard Business School.
This highly curated wealth manager
training program has been developed
specifically for the needs of managers,
investment professionals and client
advisors of single and multi-family
offices and private banks.
The 2-day program provides
an interactive, engaging and
Who
practice-oriented experience that The core of the program is developed
lets participants shape their tools and taught by CSP. External experts
to effectively support clients in are brought into the program based
bringing sustainable investments to on extensive prior collaborations. The
their portfolio. The training enables training is also joined by high net
participants to take a leading position worth individuals who openly share
in the rapidly developing field of their perspectives and experiences
sustainable finance. with advisors.
University of Zurich | Department of Banking and Finance | Center for Sustainable Finance and Private Wealth (CSP) 2
1st day
Sustainable investing
What it is, why it is here to stay and
how to make the most out of it
Sustainable development and climate change
Amandine Favier, Head Sustainable Finance, WWF
We have a decade to reach the United Nations Sustainable
Development Goals and eight years until the global carbon
budget is depleted. Why is the financial industry at the center of
all of this?
Understanding sustainable investing and bringing
it to the discussion table
Dr. Falko Paetzold, Managing Director, CSP
An overview of key definitions, frameworks, and approaches to
help map various investment products and their impact.
Understanding ESG rating providers and why ratings
diverge — and what to do about it
Dr. Julian Kölbel, Research Area Lead at CSP,
Fellow at the Sustainability Initiative at MIT
Sloan School of Management
Bringing light to the jungle of ESG ratings and exploring ways
to navigate through the figures, reports, and charts.
Understanding the ecosystem
Britta Gruenig, Head of Wealth Owner Programs, CSP
Taeun Kwon, Head of Wealth Manager Programs, CSP
An overview of key networks and players coupled with timely
examples on how banks integrate ESG data into their services
and build their product shelf based on sustainability measures.
*Program subject to change.
3 Sustainable Investing in Wealth Management
The program was a fantastic, interactive experience. I gained knowledge,
tools, and practice that have been incredibly valuable to me in day-to-
day communication related to sustainable investing with clients and
colleagues. The program also gave me the opportunity to make strong
connections with other financial professionals dedicated to sustainability.
This will be invaluable for years to come.
Lindsey Woodward
Relationship Manager at Abacus2nd day
Theory meets practice
Working with impact-minded wealth owners
Understanding the impact of investing
Dr. Falko Paetzold, Managing Director, CSP
What is impact investing, how to have impact, and how to
maximize real-world impact.
Why we care: HNW impact investor experience sharing
Julie Engelhorn, Principal *
What does sustainable investing look like from the investor’s
point of view and what do (U)HNWIs need in order to embark
on a journey toward investing with impact.
HNW case studies:
Outlining real-world cases and portfolios
Dr. Falko Paetzold, Managing Director, CSP
Julie Engelhorn, Principal
What does a sustainable portfolio look like and how do
you create one? The session offers examples on how impact
investing is implemented — as we speak.
Developing an offering for an impact-interested HNWI
The interactive session gives participants a hands-on
opportunity to practice how to create an offering for HNWI
clients. The session is led by HNWIs and the offerings
presented are based on the existing products of the
participants’ organizations.
Farewell apéro with program alumni and
private impact investors
*Presenting wealth owner speakers vary.
*Program subject to change.
5 Sustainable Investing in Wealth ManagementThe course highlighted the relevance of sustainable investing for
UHNWIs and introduced clear definitions and frameworks for
implementation. The client sessions with UHNWIs are truly
inspirational to give insights into their impact journeys and how to
do well by doing good.
Dr. Alessandro R. Anastasio
Head Global Marketing Programmes
at Julius BaerWhat will you get?
The 2-day training led by international experts gives you timely
tools and industry insights that can be brought to practice
immediately. The training is a combination of theory and
practice with deep-dives to topics such as
• What is sustainable and impact investing and how to feel
comfortable with the different approaches,
• Why HNWIs care about sustainability and what
do they need to make investment decisions guided by it,
• Leading client conversations in sustainable investing
and integrating it into client portfolios.
In addition to the course content, the training includes plenty
of time to meet and network with professionals and peers from
private banks and family offices.
What will your
organization get?
Your team will be strengthened by an investment professional
who is able to navigate through the complex field of sustainable
investing and use the tools of investor impact to enable societal
change. Your organization will
• Strengthen its position as a leader in sustainable investing,
• Build bridges to industry leaders and have an overview of
existing networks,
• Have the tools to bring sustainability to holistic
strategy development.
7 Sustainable Investing in Wealth ManagementAs an impact investor, I need wealth management partners who understand
sustainable finance and can construct a portfolio that suits my particular impact
goals. This program is the most efficient and effective way to provide professionals
with valuable learnings on these topics and is the best platform to start building
more meaningful client relationships.
Paolo Fresia
Principal
Investment Director
at 100% SustainabilityPractical
information
Cohort 4: June 4-5, 2020
Cohort 5: November 5-6, 2020
Location: Zurich, Switzerland
Price: 2,950 CHF
Each course can host up to 30 participants.
Interested? The course was well structured and
efficient. The content was well presented
with a good mix of practitioners and
Contact: academia. Particularly, I enjoyed the
Anne Kellers interaction sessions with Next Gen
anne.kellers@bf.uzh.ch UHNWIs and the SDG workshop where
Program Manager we could apply our acquired know how.
I also enjoyed the Q&A sessions with the
Wealth Manager Programs
lecturers and the socializing events with
Center for Sustainable Finance the participants.
and Private Wealth
Thomas Trsan, CFA
Senior Investment
Strategist at Vontobel
CSP - The Center for Sustainable Finance and Private Wealth
is an academic research institution at the University of Zurich.
We conduct research and trainings to move private wealth
to sustainable development.
www.csp.uzh.ch
9 Sustainable Investing in Wealth ManagementStart your journey toward impact
CSP - Center for Sustainable
Finance & Private Wealth
This training is offered with the support of Climate KIC, and in
collaboration with Financial Centres for Sustainability (FC4S) Europe.
Climate KIC is supported by the European Institute of Innovation
and Technology (EIT) and identifies and supports innovations that
helps society mitigate and adapt to climate change.
FC4S Europe is the regional node of the United Nations driven
international network of Financial Centres for Sustainability (FC4S).
The aim of FC4S to support the rapid global growth of green and
sustainable finance across the world’s financial centres.
Photo credits: Unsplash.com | Zurich - Claudio Schwarz | Skyline of Zurich - Claudio Schwarz |
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