Center for Sustainable Finance and Private Wealth, Department of Banking and Finance

This is a call for all wealth holders concerned with making an impact.   We've seen firsthand that a lot of you are interested in sustainable investing. Some of you are already engaging with it.   We also know that many of you do not know where and how to get started.   This is why we launched the Impact Investing for the Next Generation program ten years ago, to assist you in setting up your strategy towards doing good and making an impact.   Since then, the program has trained over 250 wealth holders in impact investing.   We are now seeking applicants for CSP's 10th cohort of next-generation investors to lead us into a new decade of impact.   Join us and receive:   → A space to talk about your wealth openly with other wealth holders who want to do good → A proven framework for ongoing action that creates sustainable impact → A supportive community of like-minded, brilliant, impact investors → A team of experts equally dedicated to making a difference   If this resonates with you, we invite you to explore the course outline further by clicking the link below.   Because if you don't, then who will?   https://lnkd.in/e9WUZyRX University of Zurich | UZH Department of Finance | MIT Sloan School of Management   #ImpactInvesting #NextGenInvestors #SustainableFuture #IING10years

💡 Your impact as an investor is the change in a company’s impact that you cause through providing capital or using your voice as a stakeholder in the company. A question investors often ask us is, “How do I measure the impact of my investment?” By nature, investors are interested in the outcome of their investments. And when an investor makes the decision to use their portfolio to do good, they will often make the mistake of trying to track how much good their investments do in the same way. If a company does well, financial investors do well. However, with impact this is not always the case as companies may have chosen to do the right thing irrespective of your investment. This is why impact investing requires a shift in perspective and a differentiation between Investor Impact and Company Impact. 🏢 → Company impact is the change in a specific parameter caused by a company’s activities. For example, selling products that reduce carbon emissions. 👤 → Investor impact is the change in company impact that is caused by an investor’s activity. For example, scaling a company selling products that reduce carbon emissions through providing capital. Or, for example, influencing a real estate company to retrofit carbon efficient heating solutions across the buildings - potentially saving them money and reducing carbon emissions. So if impact is change caused by your activities then, as an investor, you do not directly have an impact on real-world outcomes. But you may have an impact on a company, and that company has an impact on the real world. Why is this distinction key for impact investors? It helps you focus on what you can control. You can't dictate a company’s outcomes, but you can influence their capacity to create positive change or enable future change-makers to survive and thrive. Not only this, but it will help guide your investment strategy. By understanding your role as an enabler, you can make more informed choices about which companies to support and how to engage with them to maximize their impact. What’s your take? Where do you draw the line between investor impact and company impact? Share your thoughts in the comments below.

Meet three more of our exceptional #IING speakers taking part in the 10th iteration of the program, starting next week! 🎉 👋 Andrea and Jessica La Mesa are co-CEOs of The Life You Can Save, a renowned organization dedicated to fighting global poverty. With their extensive background in Silicon Valley, they bring a wealth of experience in technology, innovation, and philanthropy. The La Mesas are committed to expanding the organization's reach and enhancing its impact, focusing on changing how people think about and donate to effective charities. Their leadership aims to inspire more individuals to join the cause of improving lives in impoverished communities worldwide. 👋 Robert Boogaard is an impact catalyst. As the manager of PCG Investments, a single-family office dedicated to addressing global challenges, and the founder of Jazi Foundation, he actively supports philanthropic and impact initiatives. Robert's work with the Enough Project and other high-impact ventures demonstrates his commitment to leveraging wealth for greater societal good. We’re honoured to have Andrea, Jessica and Robert with us! Together, they bring a wealth of unique and practical perspectives that offer strategies for navigating the impact investing landscape. Next week, the tenth cohort of IING begins their journey to impact! We can’t wait to meet them.   University of Zurich | UZH Department of Finance | MIT Sloan School of Management #ImpactInvesting #NextGenInvestors #SustainableFuture #IING10years

Meet two of our exceptional #IING speakers taking part in the 10th iteration of the program, starting next week! 🎉 👋 Marie Kathrine Fryland brings a wealth of real-world experience, having successfully guided her family's investment company on a journey towards impact investing. Her insights into aligning family wealth with meaningful societal impact will be invaluable for those navigating similar transitions. 👋 Philip Walker is an expert in the complex world of emerging market alternative investments. His extensive experience across sectors like renewable energy, climate tech, and sustainable forestry will provide participants with a deep understanding of how to build impactful portfolios in these markets. We're honored to have Marie and Philip with us! Both bring a wealth of valuable insights and practical perspectives to help this year's cohorts navigate the impact investing landscape. Join us on Friday when we'll introduce you to three more of our amazing speakers! University of Zurich | UZH Department of Finance | MIT Sloan School of Management   #IING10years

📣 Event Announcement! Would you like to connect to other Sustainable Finance professionals in Zurich? GreenBuzz and the Center for Sustainable Finance and Private Wealth aim to foster greater dialogue across the industry and collaboration on key topics. Over lunch we will enable you to: 🤝 Exchange Ideas and Best Practices 🌐 Foster Collaboration and Partnerships 📈 Stay Informed About Industry Trends 🤝 Access a Broader Network for Opportunities 🧠 Enhance Knowledge and Skills Through Shared Expertise 🌐 Coordinate Efforts for Greater Impact There is a growing societal awareness of the interconnectedness between economic, environmental, and social well-being. We look forward to bringing the Zurich community together in pursuing sustainable finance. Whether you are new to the field or a seasoned veteran with valuable experience to share, we'd love for you to join us. Given the topic, preference will be given to those working in the field of sustainable finance. 🎟️ → https://lnkd.in/e8VZTg6S Note: The ticket price covers the cost of lunch & one drink. Andrew Douglas, CFA | Johannes Pokorny | Alicia Hall | Shannon Wolff | Chris Thomas

This is a call to action for wealth holders who want to align their investments with their values but don’t know how. The environmental and social challenges facing our planet demand a new generation of leaders committed to driving transformative change. That's why CSP designed a unique program for next-gen wealth holders ready to make a real difference. Impact Investing for the Next Generation (IING) goes beyond theory, providing a space for hands-on, deep learning and collaborative action. Curated by a team of experts, including Falko Paetzold, James Gifford, Temple Fennell, Jason Jay, David Wood, Nancy Reid, Marietta Chatzinota and Francesca Spoerry, together the team will help you to: 🌎 Develop your sustainable investing strategy 🌍 Learn how to vet opportunities considering financial and impact returns  🌏 Gain the expertise to identify high-impact opportunities 🌎 Join a powerful network of like-minded peers and world-renowned experts Applications are now open for our very special 10th cohort. Join us in Zurich for the first module later this month and complete the program at MIT Sloan Sustainability Initiative in Boston next Spring. “The program provided me with the initial vocabulary to be able to structure conversations about impact investing and with the network and support system to ensure that these conversations actually help me achieve my impact investing goals” - Program participant Secure your place today and tune in next week when we’ll be showcasing some of the incredible speakers presenting to this year’s cohort! 🌳 https://lnkd.in/eZ24n9GF University of Zurich | UZH Department of Finance | MIT Sloan School of Management #IING10years

The demand for finance professionals equipped to navigate the complex world of sustainable investing is surging 🌳🏢🌳 CSP’s Sustainable Investing Masterclass, led by our Head of Trainings Francesca Spoerry, empowers you to meet this demand head-on. Gain the practical skills to seamlessly integrate sustainable investment advice into your practice and make immediate, actionable changes within your organization. Learn to: → Understand the role of finance in achieving the SDGs and the Paris Agreement → Master the 5 main sustainable finance approaches → Distinguish between company and investor impact for optimized capital allocation → Navigate the current state and future trends of the sustainable investing market → Effectively profile client sustainability preferences → Build realistic, sustainable multi-asset class portfolios Secure your spot in this hybrid masterclass on December 2nd and realise your potential to create lasting impact. 🤝 https://lnkd.in/eJ3b3Sec #SustainableInvesting #ESG #FinanceProfessionals #CareerGrowth #ImpactInvesting

How much impact have we made since 2015? Since our inception, our focus has been on answering the challenging questions in sustainable finance and helping individuals and financial professionals maximize their positive impact. This year, we continue to evaluate the effects of our work with our Impact Measurement Project. We encourage you to read through the results and take a deeper dive into the outcomes of our impact-driven organization. #CSPImpact #ImpactReport2024 #SustainableInvesting #ImpactInvesting #RealWorldImpact

What if we told you investing in palm oil might help save the planet? What if we told you to holding onto your coal investment might make the world a better place? This advice goes against everything we’re taught not just as impact investors, but as human beings. Green = good. Brown = Bad. Simple. But if you’re not at the table, then who is? Although it might seem counterproductive to be an engaged investor with brown companies, using your influence as a shareholder or working with the right asset managers can influence their business practices and bring about improvements. In fact, there may even be times in which making investments of this kind can generate more impact than buying shares in established green companies that are already in a strong financial position. “The critical factor is the ability of shareholders to influence the company via their voting rights, nudging it towards realistic reforms such as cleaner production processes or replacing problematic raw materials. If harmful emissions can be reduced in this way, investor impact can be several orders of magnitude greater than with a small eco-firm.” As Stefan Stoecklin puts it in his article on Green Investing.   Exercising your voting rights can enable significant improvements. Additionally, having the right asset managers working behind the scenes to engage with brown companies can generate substantial impact. They can share best practices and develop credible transition plans to facilitate positive change. We acknowledge that investing in brown companies involves complex considerations beyond those discussed here. However, we do believe it's an impactful investment strategy worth exploring. Do you agree? Are brown investments a good idea? We’d love to hear your thoughts in the comments below. Maybe you have firsthand experience of initiating positive change from the inside? Stefan and Falko Paetzold expand on the idea in the Green Investing article which can be found in the News page on our website. Well worth a read if you have 5 minutes. #GreenInvesting #CSPInsights #UndercoverImpact

The future of finance demands sustainable action. It's no longer a choice, it’s a responsibility. Clients expect it, businesses require it, and the climate depends on it. But the challenge remains: how do you successfully balance profit and positive change? That's why we created the Sustainable Investment Masterclass. Industry expert Francesca Spoerry will break down the latest, most effective sustainable investing strategies into actionable frameworks you can use right away. → Grasp the critical role of finance in combating climate change → Master the 5 core sustainable investing approaches → Learn to measure genuine impact, not just greenwashing → Navigate the complex and evolving sustainable investment landscape → Build portfolios that align with both your clients' values and the urgent needs of our planet The masterclass is available both in-person and online, and welcomes financial professionals, affluent and retail investors (including bank clients), corporate sustainability professionals, and consulting and advisory professionals. No prior knowledge of finance or sustainability is required. Secure your place today and lead the transition to a sustainable future. 👉 https://lnkd.in/eJ3b3Sec #SustainableInvesting #ESG #SDGs #SustainableFinanceMasterclass #CorporateSustainability