Sustainable Finance & Impact Investing

Gain deeper understanding on impact investment and how to integrate ESG considerations into investment decisions

According to the recent GIIN Annual Impact Investor Survey (7th edition) of 209 organisations, there is an estimated $114 billion worth of impact investing assets under management to date.  With impact investors demonstrating strong growth trends in recent years, more investment managers have stepped in to offer impact products into their portfolios as investors begin to evaluate how they can invest in ways that can meet financial goals and support social and environmental change.

 

Programme Code

CRS-N-0045004

Programme Objectives

  • Understand investors’ general ESG investing needs and motivations

  • Gain insights on global landscape

  • Acquire investing fundamentals to generate alpha and beta

  • Learn how to integrate impact investment products to portfolio

  • Develop effective communication strategy with target investors

Who should attend

  • Investment professionals involved in marketing, product/ business development, portfolio management, compliance and risk management.

  • Relationship managers, product managers and investment specialists in wealth management

Topics

  • Introduction to impact investing and sustainable finance

  • ESG Investing and the Global Landscape 

  • Tools and framework behind impact investing

  • Finance and Investing fundamentals to generate beta and alpha

  • Sustainability and Impact - Risk and Opportunities

  • Discussions / Assignment 

  • Experiential Exercise: Developing a RFP

  • Impact and Sustainable Finance Landscape

  • Public Policy and Regulations   

  • Industry and Research Perspectives
    "Social Return on Investment (SROI) and the Implications of Impact Investing for ASEAN investor, Asset Owners and Regulators"

    Guest Panelists:

    • Mr James Gifford, CIO, Head of Impact Investing, UBS Wealth Management

    • Mr Simon Peladeau, Portfolio Manager, Lightbulb Capital

    • Professor Hao Liang, Assistant Professor of Finance, BNP Paribas Fellow, SMU

Level of Proficiency

Intermediate

Assessment

An assessment will be conducted at the end of the course.

Certification

Upon meeting the minimum attendance requirement and passing the assessment, participants will receive a Certificate of Completion.

Type of Course

Classroom

Category

Finance

Fees

Full Fee: S$2,140 per pax (incl. GST)

 

SkillsFuture Singapore (SSG) Funding for Individuals:

  • S$642 (incl. GST) for Singapore Citizens and Singapore Permanent Residents
  • S$242 (incl. GST) for Singapore Citizens aged 40 years and above

Funding

SkillsFuture Series
Course fee grant at 70% of course fees (excl. GST) for participants who are successfully enrolled by SMU into approved courses under the Programme. Participants must be Singapore Citizens or Singapore Permanent Residents.


SkillsFuture Mid-Career Enhanced Subsidy ("MCES")
Up to 90% of course fees for Singapore Citizens aged 40 years and above


Enhanced Training Support for SMEs ("ETSS")
Up to 90% of course fees; and 80% of basic hourly salary capped at $7.50/hr for local employees of SMEs


SkillsFuture Credit
Singapore Citizens aged 25 and above, and self-funding may use their SkillsFuture Credit (up to S$500) to defray part of the course fee. Please click User Guide on how to submit your claim. SkillsFuture Credit claims may be submitted by logging in via MySkillsFuture.sg.

Prerequisites

Tertiary qualifications and/or with relevant experience in investment related functions

Course dates

21 & 22 Mar 2018
Weekday 09:00 - 18:00

Contact Us

For enquiries, please contact Jaclyn Mah at 6828 0254 or email fti@smu.edu.sg

Programme Policies

Please click here for the programme policies, terms and conditions. 

Trainer's Biography

David Chen’s passion and commitment to sustainability is a result of his work in venture capital, regional economic development and climate change policy. He is Principal and Chairman of Equilibrium, an investment firm focused on building and managing sustainability driven, real assets portfolios, for institutional investors.  Equilibrium manages portfolios in green real estate, sustainable agriculture and food, and renewable resources.  Previously, Dave was a general partner at OVP Venture Partners; Founder/CEO GeoTrust; Corporate Vice President Marketing Mentor Graphics; McKinsey & Company; and early team member at Solectron. Dave is an adjunct professor of finance at the Kellogg School of Management, Northwestern University.