Applied Sustainable Investing in Wealth Management

The CSP Applied Sustainable Investing in Wealth Management training takes the learnings and materials from many years of work and turns them into a course that helps wealth managers serve the sustainability interests of their clients better. We have combined cutting-edge academic research with the nuts and bolts of implementing sustainable investing in practice. This course provides the tools to leverage the topic of sustainable investing in order to build strong client relationships and be an industry leader mastering a theme that has an increasing influence on the investment strategies of wealth owners. You will learn about the dynamic field of sustainable investing and be able to lead discussions in this subject with confidence. The course brings together CSP’s deep experience from work with wealth owners and leading global research institutions – a combination that provides answers to both the whys, whats and the hows of sustainable investing.

WHY Private wealth owners increasingly appreciate the support from their advisors in learning more about sustainable investing – including impact investing, active ownership, and thematic investing. Yet, these themes are relatively new, and advisors often feel that they lack the tools to effectively and efficiently serve their clients herein.

WHAT 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 course provides an interactive, engaging and practice-oriented experience that let's participants shape their tools to effectively support clients in bringing sustainable investments to their portfolio. The training enables participants to take a leading position in the rapidly developing field of sustainable finance.

HOW The program is based on practical expertise from CSP’s work with wealth owners and managers coupled with deep scientific research insights. The expertise of the CSP research team is based on collaborations with scholars from MIT and the Harvard Kennedy School.

Ann Tan

Managing Director

Asia-Pacific

Ayesha Bohart

Director, Training & Programs

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

This course is for financial professionals working at banks and wealth managers with affluent to ultra-high net worth clients. Target roles include relationship managers, wealth managers, private banking sales/account managers, product specialists and client operations.

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

What are the learning outcomes of the course?

The CSP Applied Sustainable Investing in Wealth Management course combines years of academic research with the practical principles of implementing sustainable investing in practice.

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

Tools and Approaches for Sustainable Investing

• 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

Investor vs Company 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

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: • Sustainable Investment Management, 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