Who should attend
Advanced ESG Investing is designed for those actively working in finance or investing, or who have previously completed the Sustainable Investment Professional Certification (SIPC).
About the course
In a world where people are becoming more aware of the impact their actions have and where extra-financial factors are increasingly posing material risks to investors, investment methods are rapidly changing. Environmental, Social, and Governance (ESG) criteria are the factors used by investors who are pursuing a sustainable investment strategy. As investors shift their focus towards investments that minimize ESG risks and/or maximize ESG opportunities, it has become increasingly important to stay up to date on these criteria as they change and evolve over time.
Advanced ESG Investing is a two-and-a-half-day program, which focuses on the best practices and latest developments in sustainable investing. The program offers an in-depth analysis of ESG investing and addresses topics such as cybersecurity, fiduciary duty and risk management. Through case studies, participants will develop their creative problem solving skills. Participants are also welcomed to share any challenges that they are facing in their workplace, and will be given the opportunity to advance on any personal project.
Day 1 (full day)
- The Anatomy of ESG
- Fiduciary Duty
- ESG Strategies and Roles
- Cybersecurity, Corporate Governance and Risk Management
- Compare & Contrast: The tale of two fund managers
Day 2 (full day)
- ESG Ecosystem
- Impact Investments
- Why Concordia became the first Canadian university to issue a sustainable bond
- Sustainable Investing Challenge
- Case Study: Specific case study discussion – Generation Investment Management
Day 3 (half day)
- Develop and Pitch
Cary Krosinsky is a leading teacher, author and advisor on sustainable finance. His five books include the recent Sustainable Investing: Revolutions in Theory and Practice, selected by the People’s Bank of China for translation into the government’s official Green Finance Series in 2018. His tea...
Stephen Kibsey is an investment stewardship professional who worked over 30 years in the investment industry at one of the largest institutional asset managers in the world and at one of Canada’s largest corporate pension funds. Stephen has worked in different capacities including analyst, senior...
Amr Addas is a Lecturer at the Finance Department and the Goodman Institute of Investment Management at John Molson School of Business, Concordia University. He is also the principal at Addas Financial Consulting, offering financial consulting services and newsletters to financial advisors and po...
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Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.