Net zero roadmap investment design principles
The energy transition to a low-carbon economy will require the development of a wide range of new financial instruments and innovations, with profound implications for markets, companies, intermediaries and investors.
A pre-requisite: the seamless integration of profit and impact motive into the investment process. The question remains, how to do that. Participants will learn about investment design principles to achieve this seamless integration onto their own net zero roadmap.
Lecturer: Markus Schuller
Length: 1.5h
Learning goal: Participants will learn about investment design principles to optimize their net zero roadmap.
PS framework: Behaviour / Individual
CPD accredited: Yes (1.5 credits)
Language: English
Beneficial for: CIOs, Asset Allocators, Analysts, PMs, Strategists, Board of directors, Sustainability & Stewardship Officers etc.
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 (45min)
- Introduction to Net Zero Portfolio Management (NZPM)
- SDG Selection
- Value Creation Focus
- Causal Impact Assessment
- Investment Process Adaptability
- Investment Professional Adaptability
- NZPM Investment Design Principles
PART TWO
DELIBERATE PRACTICE (30min)
Participants will practice how to work in the design principles into their own area of responsibility.
LESSONS LEARNED (5min)
NEXT STEPS (5min)
FEEDBACK FORM (5min)