Causal inferences in capital markets

In 2023, sustainable investing is a hotter than ever topic and it’s clear that finance professionals can no longer allow themselves to ignore SDG issues in their investment analysis and decisions. Simply put, being SDG-compliant offers an opportunity for investment decision makers to strengthen their comparative advantage through innovative specialization. In order to exploit this opportunity, investors will need to step-up in utilizing the advantages of new assessment techniques.

This training sprint introduces the advantages of causality analysis to measure and maximize your impact on Sustainable Development Goals (SDG).

Lecturer: Markus Schuller

Length: 1.5h

Learning goal: Learn how to use causality assessment tools to increase the SDG impact of your investments.

PS framework: Behavior/Individual

CPD accredited: Yes (1.5 credits)

Language: English (on-demand in German)

Beneficial for: Investment committee members, CIOs, Board of directors, Investors with fiduciary duty

Sprint structure: 90min input + 90min deliberate practice, reflection and implementation planning

Format: Online (Zoom)

Costs: EUR 149 per participant

Minimum size: 5 participants

PROGRAM

PART ONE

BEST PRACTICES (40min)

  • Introduction to causality assessment
  • Causality assessment in the context of Sustainable Development Goals (SDG)
  • Categorization of causality assessment tools
  • Best practices when using causality assessment tools

BREAK (5min)

PART TWO

DELIBERATE PRACTICE (30min)

Participants will apply one of the causality assessment tools to their own portfolio to simulate the impact of an investment decision.

LESSONS LEARNED (5min)

NEXT STEPS (5min)

FEEDBACK FORM (5min)