Sustainable Investing
| Language: | Deutsch |
| Location: | Heilbronn |
| Duration: | 2 blocks of 2 days each + introduction |
| Start: | November 2024 |
| Cost: | 3.890 € |
For investors who look to the future
Sustainable investing is one of the strongest trends in the financial sector for both institutional and private investors. Sustainable investments involve both equity instruments such as shares and debt instruments such as green bonds or incentive loans. The management of investment and credit risks that are related to ESG criteria is also playing an increasingly important role for financial institutions.
In addition to ecological aspects of sustainability, investors are currently focusing on social and governance-related aspects in particular.
In our “Sustainable Investing” certificate program, we show you the special features, opportunities and risks of sustainable investments in a detailed, practice-oriented and scientific manner. We explain strategic, product-specific and regulatory aspects of sustainable investing.
The course provides you with the specific know-how you need to create investment strategies tailored to sustainability, comply with reporting obligations in the area of sustainability, manage sustainability risks and advise clients on the sustainability characteristics of their investments.
Quick Info
Benefits
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Understanding sustainable investments
The course provides you with everything you need to know about the theoretical principles and practical methods for evaluating and analyzing sustainable financial products and investment strategies.
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Topicality and relevance
The course takes into account the latest trends and developments in the field of sustainable investing, such as political initiatives at European and national level.
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Qualified lecturers
The course is led by renowned lecturers from TUM and DVFA as well as experienced practitioners from the financial industry who share their expertise and experience with the participants.
Program Overview
You can find all the important information about the certificate program here. Below you can find out the objectives of the program, the exact details of the process, what you will learn and which lecturers will teach you the content.
Aims of the certificate course
- You understand the concept of sustainability and sustainability strategies.
- You will be able to analyze sustainable financial products and markets.
- You will create and successfully implement sustainable investment strategies.
Details
| Provider: | TUM Campus Heilbronn gGmbH |
| Program: | Sustainable Investing |
| Graduation: | Certified Sustainable Investment Professional |
| Academic responsibility: | Prof. Dr. Gunther Friedl (Technische Universität München) and Prof. Dr. Christina E. Bannier (DVFA) |
| Target audience: | The program is designed primarily for financial, investment and retail advisors, analysts, credit, corporate and risk management advisors, corporate finance, treasury, investor relations and foundation staff, and executives. |
| Participation fee: | 3,890 € |
| Language: | German |
| Discounts: | 10% discount for TUM Alumni |
| Dates: | Block 1: Monday, November 14, 2024 – Wednesday, November 16, 2024 Block 2: Friday, November 29, 2024 – Saturday, November 30, 2024 Exam: Thursday, December 12, 2024 |
| Study location: | DVFA Tagungscenter, Stresemannallee 30, 60596 Frankfurt am Main* |
| Format & Timing: | 2 blocks of 2 days each plus self-study before and after the seminar days |
*We reserve the right to offer individual seminars as virtual events at short notice
Lecturers
| Prof. Dr. Gunther Friedl, Professor for Management Accounting, Technical University of Munich | Prof. Dr. Christina Bannier, Professor for Banking and Finance, Justus-Liebig-University Gießen |
| Dr. Dennis Hänsel, Global Head of Investment & ESG Advisory, DWS Investment GmbH | Hendrik Schmidt, Head of Corporate Governance Center, DWS Investment GmbH |
| Berenike Wiener, Partner and Management of Competence Unit Compliance and Advisory, ESG, plenum AG | Prof. Dr. Christian Koziol, Holder of the Chair of Finance, Eberhard Karls University Tübingen |
| Prof. Dr. Sebastian Müller, Professor of Finance, Technical University of Munich | Edda Schröder, Founder and Managing Director of Invest in Visions GmbH |
| Dr. habil. Moritz Isenmann, Research and Strategy Manager, Invest in Visions GmbH | Robert Bluhm, Director Head of Alternative Investments & Structuring Product Management, Universal-Investment-Gesellschaft mbH |
| Dr. Philipp Roßmann, Senior Consultant Valuation, Modelling and Economics, EY |
Structure
Module 1: Introduction to Sustainable Development and Sustainable Investing
Explanation of the concept of sustainability and its historical development, presentation and significance of the UN-SDGs as well as other current political initiatives and strategies.
Module 2: Sustainable Strategy and Reporting
Presentation of different models of sustainable corporate management (stakeholder value approach; consideration of materiality aspects (“materiality”)), as well as explanation of the framework conditions of sustainability reporting; regulatory aspects arising from the Taxonomy Regulation and the Non-Financial Reporting Regulation are also considered.
Module 3: Sustainable Governance
Consideration of the relevant governance elements to ensure sustainability strategies. International comparison of governance systems. Consideration of the relationship between governance and sustainability effectiveness, including presentation of the DVFA governance scorecard.
Module 4: Sustainability Ratings and Labels
Overview of existing ESG ratings and labels and their relevance. The focus is on a comparison of the different ratings, especially against the background of the materiality of sustainability in different industries and for different classes of companies (e.g. size, legal form, etc.).
Module 5: Sustainable financial products
Presentation of various asset classes and sustainable financial products (equity and debt) in a market overview. The focus is on green bonds, social bonds and incentive loans, among others.
Module 6: Regulatory Framework for Sustainable Investments
Presentation of the relevant national and international regulatory framework based on the EU Action Plan 2018, Taxonomy Regulation, Shareholder Rights Directive, etc.
Module 7: Investment strategies for Sustainable Investments
Presentation of the various investment strategies with regard to sustainable investments: exclusion, screening, ESG integration, impact investing, etc.. Also presentation of the DVFA stewardship guidelines and comparison with international guidelines.
Module 8: ESG performance and risks
Addressing the management of risks arising from environmental, social and governance factors. Different methods of risk measurement and management (e.g. scenario analysis, sensitivity analysis, simulations, etc.) are presented.
Module 9: Investors’ sustainability preferences
This module explains the importance investors place on sustainability. This includes: Relationship between fund volume/growth and sustainability and causal evidence; trade-off between returns and sustainability from an investor’s perspective, impact of sustainability on flow performance relationship, importance of certain sustainability criteria, separation between institutional and retail investor preferences.
Info Sessions
Info Session Sustainable Investing
Testimonials
Partners
Your contact
Annika Knebel
Program Manager, Campus Heilbronn
Phone: +49 7131 264 18 – 309
E-Mail: weiterbildung@tumheilbronn-ggmbh.de
