Department of Banking and Finance

Center for Sustainable Finance and Private Wealth

CSP - Center for Sustainable Finance & Private Wealth

Sustainable Investing in Wealth Management

Leveraging sustainable investing to serve private wealth owners better

November 5th to 6th 2020Zurich, Switzerland

We at CSP have run trainings for wealth owners since 2015. The Sustainable Investing in Wealth Management training takes the learnings and materials from half a decade of work and turns them into a course that helps wealth managers serve the sustainability interests of their clients better. We know that it works; more than 60% of the participants of our wealth owner trainings are in an advanced stage of impact investing. Now we want to bring wealth managers on the same track.

The Sustainable Investing in Wealth Management training combines cutting-edge academic research with the nuts and bolts of implementing sustainable investing in practice. The course gives you the tools to leverage the topic of

sustainable investing in order to build strong client relationships and become an industry leader mastering a theme that has an increasing influence on the investment strategies of wealth owners.

The intense 2-day training provides you with an overview of the dynamic field and ensures that you can lead discussions on sustainable investing with confidence. The training 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 and the hows of sustainable investing.

Join us and start your journey toward impact!

Sustainable Investing – Making Investments Count

Dr. Falko PaetzoldInitiator and Managing Director

Anne KellersProgram Manager

For me, as an aspiring private impact investor, it was very valuable to send my family office staff to the program. We are on the same page now.

Christian OldendorffPrincipal Owner & Founder of Amplifier

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WhyPrivate 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.

WhatThis 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 practice-oriented experience that lets 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.

HowThe program is run by CSP, a unit at the University of Zurich focused on research and training programs directed for private wealth owners globally. Furthermore, CSP works closely with wealth owner communities such as Toniic and The ImPact. The program is therefore based on practical expertise from 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 from institutions ranging from the University of Maastricht to MIT and the Harvard Kennedy School.

WhoThe core of the program is developed and taught by CSP. External experts are brought into the program based on extensive prior collaborations. The training is also joined by high net worth individuals who openly share their perspectives and experiences with advisors.

2University of Zurich | Department of Banking and Finance | Center for Sustainable Finance and Private Wealth (CSP)

1st daySustainable investing What it is, why it is here to stay and how to make the most out of it

Sustainable development and climate changeAmandine 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?

Bringing sustainable investing to the discussion tableDr. Falko Paetzold, Managing Director, CSP

An overview of key definitions, frameworks, and approaches to help map various investment products and their impact.

Deep-dive into ESG ratings and understanding why they diverge — and what to do about itDr. 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.

A look at the ecosystemBritta 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.

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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 WoodwardRelationship Manager at Abacus

2nd dayTheory meets practice Working with impact-minded wealth owners

Understanding the impact of investingDr. 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 portfoliosDr. 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.

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The 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. AnastasioHead Global Marketing Programmesat Julius Baer

What will you get?The 2-day training led by international experts gives you timely tools and industry insights that can be brought into practice immediately. The training is a combination of theory and practice with deep-dives into 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 into holistic strategy development.

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As 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 PrincipalInvestment Director at 100% Sustainability

Practical informationCohort 5: November 5-6, 2020Location: Zurich, SwitzerlandPrice: 2,950 CHF

Each course can host up to 30 participants.

Interested?Contact: Anne Kellers anne.kellers@bf.uzh.chProgram ManagerWealth Manager ProgramsCenter for Sustainable Financeand Private Wealth

The course was well structured and efficient. The content was well presented with a good mix of practitioners and academia. Particularly, I enjoyed the interaction sessions with Next Gen UHNWIs and the SDG workshop where we could apply our acquired know-how. I also enjoyed the Q&A sessions with the lecturers and the socializing events with the participants.

Thomas Trsan, CFASenior Investment Strategist at Vontobel

www.csp.uzh.ch

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.

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Start your journey toward impact

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 | Nufenen Pass - Joel & Jasmin | Grossmunster - Esteban Castle | Zurich by Night - Eric Weber

CSP - Center for Sustainable Finance & Private Wealth