Advanced Sustainable Investing in Wealth Management

CSP’s one-day course on Advanced Sustainable Investing in Wealth Management is pivotal for private bankers due to the burgeoning client demand for ESG-aligned investments, aligning with both regulatory shifts and global market trends. This Masterclass in sustainable investing equips wealth managers with the tools to meet clients' evolving preferences, navigate regulatory frameworks, and differentiate themselves in a competitive market. Understanding the intricacies of ESG risks not only enhances portfolio performance but also builds stronger client relationships, fostering trust through informed discussions about values and long-term financial objectives.

Ann Tan

Managing Director

Asia-Pacific

Ayesha Bohart

Director, Training & Programs

Pearline Yum

Regional Director, Asia

The ImPact

Who is this program designed for, and are there any prerequisites?

This specialized wealth manager training program has been meticulously crafted to cater to the specific needs of wealth managers, investment professionals, and client advisors within single and multi-family offices, as well as private banks. The foundation of this program rests on the practical expertise derived from CSP's direct work with wealth owners and wealth managers, coupled with extensive scientific research.

A basic understanding of ESG, SDGs and investment spectrum is required.

What are the learning outcomes of the course?

The CSP Advanced Sustainable Investing in Wealth Management course includes:

The Sustainable Finance Landscape

- The evolution of sustainable finance

- Sustainable finance narratives to serve client’s needs

- The sustainable investing approaches and portfolio construction

Financial Performance of Sustainable Investments

- Metrics and indicators used in the evaluation of financial outcomes

- Relationship between investor profile and financial performance

- Difference between traditional and sustainable investment portfolios

Greenwashing

- Regulatory landscape impacting sustainable investment approaches

- Emerging market trends, opportunities and challenges

- Ethical considerations & due diligence practices

ESG Analysis

- Delineating E, S & G

- Quantitative and qualitative approaches to assess

- ESG factors and data ESG integration across asset classes

Impact Investing & Portfolio Construction

- Alignment of client preferences and motivations to sustainable investing approaches

- The importance of impact investing and understanding investor and company impact Realignment and presentation of a sustainable portfolio

How can this program help me in my professional career?

Upon completion of this 1-day program, participants will be able to:

- Apply the tools and frameworks to effectively guide their clients in building sustainable portfolios

- Help clients understand the complexities of sustainable finance and provide advice on impactful investment strategies

- Navigate the dynamic landscape of sustainable finance, positioning themselves as industry frontrunners

Is there an IBF-STS funding?

This program has been accredited under the IBF Standards and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.

Upon completing the course, can I receive an IBF Certification?

This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level: Carbon Markets & Decarbonisation Strategies Proficiency Level 3 Participants are encouraged to access the IBF MySkills Portfolio (https://www.ibf.org.sg/home/for-individuals/resource-tools/myskills-portfolio) to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role. Find out more about IBF certification and the application process on https://www.ibf.org.sg/home/for-individuals/ibf-certification/certification-application/certificationapplication-process