SDG Compliance & Competitiveness

SDG Compliance & Competitiveness

How to maximize your impact on Sustainable Development Goals (SDG) and stay competitive. In 2020, sustainable investing is a hotter than ever topic and it’s clear that finance professionals can no longer allow themselves to ignore environmental, social, and governance (ESG) issues in their investment analysis and decisions. Treating your compliance with SDGs as a fig-leaf topic for marketing reasons is no longer possible.

Regulators are clear. In the years ahead, SDG compliance will not be another checklist exercise for boards, investment committees or portfolio managers. Professional investors cannot delegate their responsibility for understanding which impact they generate to rating agencies, ESG databases or external consultants. Simply put, being SDG-compliant offers an opportunity for investment decision makers to strengthen their comparative advantage through innovative specialization.

Narrative reporting not only enables investors to comply with regulation, but also to utilize the regulatory pressure for producing better investment decisions. Narrative reporting strengthens the comparative advantage of an investor through first principle thinking, investment narrative assessment and a causal understanding of capital markets. In this online course you will explore and test how to combine both, your SDG compliance, while increasing your competitiveness through narrative reporting.

Introduction to SDG Compliance & Asset Allocation

Introduction to a Culture of Compliance

  • Adaptive Markets & Innovative Specialization
  • Integrating Ethics, Compliance and Innovative Specialization
  • Evolution of SDG Compliance
  • Introduction to 3rd generation asset allocation
  • Impact investing and causality analysis
  • Rulebook versus Playbook
Behavioral Considerations & Narrative Reporting

Behavioral Considerations

  • Individual empowerment
  • Team configuration
  • Choice architecture configuration

 

Introduction to Narrative Reporting

Instruments to strengthen a culture of compliance are introduced via practical examples.


Best Practices in Narrative Reporting

Decision Support Systems & Narrative Reporting

Methods to strengthen the self-organization of investment teams that lead to a competitive edge.

 

Case Study

Participants will study their own investment process and explore how to optimize it by applying previously introduced narrative reporting techniques.

Presentation & Reflection

Review Your Findings

Moderated by the lecturer, participants share their findings and reflect together on eventual further improvements of their own or other findings.

Seminar Details

Lecturer: Mag. Dr. Markus Schuller, MBA, MScFE
Duration: 2 x 3h
Languages: English (also available in German)
Group Size: Online


Learning Goals

Learn how to use smart documentation techniques to stay compliant while utilizing the collected information for internal knowledge management.


Target Groups
  • Family Offices / Multi-Family Offices
  • Wealth Managers
  • Private Banks
  • Regional Banks
  • Trusts
  • Finance Director
  • Financial Analyst
  • Corporate Treasurer
  • Management Consultant
  • Performance Manager