Environmental, Social and Governance

We are excited to invite our members, candidates and the local finance community on an ESG journey. Whether you are early in the learning process or already have several years of experience, this series of presentations and panel discussions will offer you valuable insights.

ESG has become a catch-all phrase for investment strategies that consider environmental, social and governance factors. There are many distinct approaches, with different investment objectives. The series kicks off with a 101 session, which provides an overview of the long history of ESG investing and the many different types of definitions and approaches.

ESG investing practices are wide ranging and the debate continues on the question of whether ESG improves risk-adjusted returns. In subsequent sessions, we bring together academics and practitioners from Australia and around the world to share their perspectives on effective ESG approaches.

This series follows the launch of the CFA Institute’s global certificate in ESG Investing earlier this year. We hope these discussions will enhance your knowledge about this rapidly evolving investment topic.

We look forward to meeting you at these events.

Wanfeng
Wanfeng Zhou, CFA
Volunteer
CFA Society Sydney Professional Learning Committee

Want to get involved?

If you would like to get in contact with CFA Societies Australia Professional Learning Committee about this Series, please email us here.

ESG Series

Series I: ESG 101

‘ESG’, ‘Responsible Investing’, ‘Ethical Investing’ – all are terms now frequently bucketed in to the ESG label as if they mean the same things, but they do not!

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Series II: Responsible Investing, The ESG Efficient Frontier

In this webinar, we have invited Professor Lasse Pedersen will share his research into conceptualizing and quantifying the costs and benefits of ESG investing and ESG applications in investment practice.

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Series III: Practitioners View

In this webinar we have a panel of speakers who are global leaders in thinking about ESG implementation.

Each speaker will bring a different perspective on ESG by discussing what ESG means to their organisation and discuss how this is reflected in the implementation of their respective investment policies.

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Series IV: Profit with Purpose

The term ‘Profit with Purpose’ has become a catch-cry for many of the largest asset owners and for some fund managers and corporates. In this event we bring together leaders in Impact Investment along with an organisation that is assisting corporates to bring more purpose beyond their profits and a company that is ‘doing it’.

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Certificate in ESG Investing

The CFA Institute Certificate in ESG Investing* gives you the knowledge you need to manage investments with a focus on integrating environmental, social, and governance factors. It can help you gain an edge in a fast-moving market.

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Global ESG Disclosure Standards for Investment Products

The Global ESG Disclosure Standards for Investment Products are the first global voluntary standards for disclosing how an investment product considers ESG issues in its objectives, investment strategy, and stewardship activities.

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ESG Expertise Supply and Demand

Maria Wilton, CFA, CFA Institute Board of Governor, explains the ESG Expertise Supply and Demand and the advantages of the CFA Institute Certificate in ESG Investing.