Sustainability is also an important topic within the financial industry; the market for sustainable investments is growing rapidly. Today's clients demand competent advice and support that provides them with added value through sustainable, financially attractive investments. This requires profound knowledge of the complex interplay between sustainable and financial factors and their integration into the investment process. AZEK offers the Certified ESG Analyst CESGA course with the following learning objectives:

  • Knowing the ESG impacts on risk and return from various angles
  • Systematisation of different ESG investment approaches and strategies
  • Understanding the market drivers for ESG integration
  • Embedding ESG across the whole in the investment process chain
  • Integration of ESG factors in valuation models
  • Responsible Investing accross different asset classes
  • Systematic valuation of different ESG reporting standards

Structure:

  • Basic modules
    • Introduction to ESG
    • Reasons and obstacles for ESG integration, regulatory aspects, market drivers
    • Responsible Investing across different asset classes
    • ESG reporting
    • ESG in the investment process
  • Advanced modules
    • Data analysis: Availability, quality and use of data
    • Integrating ESG into analysis
    • Integrating ESG in investment valuation using practical examples
    • Investment decisions (asset allocation, security selection, portfolio construction)
    • Case study

Important to know:

  • Online course, subscription any time
  • Language: English
  • Price for the program CHF 1'800, exam CHF 250
  • Next exam dates: 13.3.2020, 12.6.2020, 13.11.2020

    CESGA holders

    Please find here the list of CESGA holders worldwide.