Institute for Sustainable Finance Sustainable Investing Program

Environmental, social and governance (ESG) considerations are rapidly being integrated into finance decisions, led by transformative policies by professional investors. As sustainability becomes a central investment criterion, performance assessments, asset allocations, and portfolio management strategies are changing, and transforming the practice of finance. Developed and presented by the Institute for Sustainable Finance, this program provides the key components and considerations for sustainable investing and ESG assessment, including deeper dives into integrating ESG into securities selection and portfolio management processes, and best practices for stewardship and engagement. This program is for professionals who want to deepen their understanding and skills in the latest sustainable investment principles and practices. Designed for institutional investors, portfolio managers, investment advisors, equity analysts, credit and risk analysts, investor relations, corporate governance, corporate sustainability and ESG, accounting, legal, transactional and compliance, and anyone interested in a fulsome understanding of sustainable investing. Learners participate virtually over 4 modules, for a total of 16-hours of instructional time. The online learning platform combines live, interactive video instruction with breakout sessions, panel discussions, and expert Q and A, while working with case studies help learners apply the concepts to practical use and build familiarity.