This Course is For:
Private Wealth
Private wealth managers and advisors- especially those covering NextGen clients
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Family Offices
Family office CIOs and investment teams as well as Principals who want to learn more.
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Finance Professionals
Financial professionals interested to pivot their careers.
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Pivoters
Those who want to understand the basics of sustainable finance from an investor's perspective.
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Curriculum
Topic 1
Introduction to the course & your instructors
Topic 2: ESG Investing Fundamentals
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The Growth of ESG
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Approaches to ESG
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Performance & Ratings of ESG Investments
Topic 3: ESG Integration in Detail
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ESG Integration Overview
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Materiality
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Security & Portfolio Analysis
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Challenges & The Investment Decision
Topic 4: Greenwashing
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Greenwashing in ESG
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Vague, Deceptive & Untrue Claims
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Greenwashing Regulation
Topic 5: Summary
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Key Takeaways
Case Studies/Features of Different Investor Perspectives
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Arisaig Partners
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BNP Paribas Asset Management
Mode of Learning
On-demand video
Length
60 minutes
Your Instructor
Gabriel Wilson-Otto
Gabriel leads the global development of Sustainable Investing frameworks, policies and investment products at Fidelity International. In this role he works closely with a wide range of stakeholders to help deliver the data, frameworks, proprietary tools, product architecture and policies to support Fidelity's sustainable investing ambitions.
Gabriel joined Fidelity from BNP Paribas Asset Management’s (BNPP AM) where he was Global Head of Sustainability Research and managed the global ESG Analyst team. As the team lead, he contributed to developing and delivering BNPP AM’s sustainability research agenda in collaboration with internal and external parties and was responsible for overseeing the development and evolution of BNPP AM’s proprietary ESG scoring framework.
He joined BNPP AM from Goldman Sachs where he was Head of GS SUSTAIN Asia (Goldman Sachs ESG equity research team).
Gabriel supports the development of the sustainable investing ecosystem through participation in a range of industry working groups, educational lectures and webinars.
Guest Speakers
Lilian Wang
Research Director (Impact & Engagement)
Arisaig Partners
Xuansheng Ou Yang
Green Bonds & ESG Analyst
BNP Paribas Asset Management
