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Sustainable Investing - Virtual
16 Instructional Hours

Sustainable Investing - Virtual

Learn sustainable investing strategies that are transforming finance

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Sustainable Investing - Virtual

“Sean Cleary and Sarah Keyes led engaging and interactive discussions that were very current and practical. The other participants in the program were a great mix of professionals and executives from a number of fields. … I definitely recommend this program for a thorough yet accessible overview of the principles of sustainable investing, portfolio management and best practices and options for stewardship and engagement.”

Pamela Steer

Pamela Steer
President & CEO
CPA Canada

The Institute for Sustainable Finance

Environmental, social and governance (ESG) considerations are rapidly being integrated into finance decisions, led by transformative policies by professional investors. As sustainability becomes a central investment criterion, performance assessments, asset allocations, and portfolio management strategies are changing, and transforming the practice of finance.

Developed and presented by the Institute for Sustainable Finance, this program will provide the key components and considerations for sustainable investing and ESG assessment, including deeper dives into integrating ESG into securities selection and portfolio management processes, and best practices for stewardship and engagement.

Working with case studies will put the concepts to practical use and build familiarity.

In this program you will learn:

  • The latest best practices in sustainable investing
  • The major sources of ESG information and how to assess and utilize such information in the investment process
  • How to integrate ESG effectively into security and credit analysis, and the portfolio management process
  • Meeting the evolving expectations for stewardship and engagement

Participants receive the Sustainable Investing Certificate of Completion from Queen's Executive Education.

Dynamic virtual classroom

Participate in the program from anywhere. Our online learning platform combines live, interactive video instruction with breakout sessions, panel discussions, and expert Q&A.

Who should attend

This program is for professionals who want to deepen their understanding and skills in the latest sustainable investment principles and practices. Designed for institutional investors, portfolio managers, investment advisors, equity analysts, credit and risk analysts, investor relations, corporate governance, corporate sustainability and ESG, accounting, legal, transactional and compliance, and anyone interested in a fulsome understanding of sustainable investing.

This program is designated an approved recertification program by the HRPA.

HRPA logo

Discounts Available

Select Banks and Financial Associations

Employees across all areas of Canadian banks sponsoring the ISF (CIBC, RBC, Scotiabank, TD) benefit from a 15% discount. Members of RIA Canada, CPA Canada, Canadian CFA Societies (and candidates), and Global Risk Institute will also receive a 15% discount.

Registered Charities

Queen’s Executive Education is pleased to offer a limited number of discounted seats in every program to employees of Canadian registered charities. Check your eligibility to receive a registered charity discount

Volume Discounts

Queen’s Executive Education is pleased to offer a 15% discount for organizations that pre-pay for five or more seats on any of our programs within a 12-month period. Check your eligibility to receive a volume discount

Digital credential for Sustainable Investing - Virtual

A Recognized Symbol of Excellence

Participants who complete the program earn the Sustainable Investing digital badge credential.

“Enjoyed being a student again in completing the Sustainable Investing program offered by the Smith School of Business at Queen's University. … I recommend the course to others interested in a good overview of key concepts and issues in the emerging field of sustainable investing. Relevant to asset managers, issuers and also board members given the increasing importance of this field in the allocation of capital in the market.”

Robert McFarlane

Robert McFarlane
Board Member
Definity Financial and HSBC Bank Canada

Personal Benefits

This program will enhance your effectiveness in your professional role by enhancing:

  • Knowledge of the latest sustainable finance best practices
  • Understanding of ESG information and how to apply it in the investment process
  • Understanding of investor expectations for ESG considerations
  • Ability to analyze investment opportunities and performance through an ESG lens
  • Understanding of approaches to integrating ESG considerations into the portfolio management process
  • Understanding of the importance of engagement

Organizational Benefits

Organizations will benefit from their employees improving:

  • Expertise in latest sustainable investing concepts and frameworks
  • ESG analysis and assessment ability
  • Understanding of ESG integration in analysis and portfolio management
  • Capacity in stewardship and engagement

Content

The program covers the following topics:

  • The major sustainable investing approaches
  • Discussions addressing important sources of ESG information, and how to apply it in the investment process
  • How to integrate and assess ESG information in investment consideration, risk analysis and credit analysis
  • Integrating ESG information in the portfolio management process including asset allocation, security selection, risk management, and performance evaluation
  • Evolving expectations for institutional investors in stewardship and engagement
  • Stewardship best practices including goal-setting, progress monitoring, and reporting
  • Strategies for proxy voting related to ESG considerations
  • The role of collective engagement initiatives such as Climate Action 100+
  • Working with case studies to bring concepts and strategies to life in practical application

Dynamic Virtual Classroom

Participate in the program from anywhere. Our online learning platform combines live, interactive video instruction with breakout sessions, panel discussions, and expert Q&A.

Our learning platform is fully encrypted, allowing you to connect securely from home, office or anywhere in between.

Virtual programs are designed to fit within your schedule, allowing you to learn new skills and immediately put them to work.

Please note: Our Executive Education Virtual Classroom leverages Zoom for content delivery and participation collaboration. Please consult with your IT administrator if you have any concerns about platform access or setup requirements.

Session Leaders

Session leaders include senior professors from Smith School of Business and knowledgeable experts from industry. These outstanding teachers are constantly in touch with today's business world through real-world business experience, Board memberships and their own consulting practices.

Dr. Sean Cleary is a Professor of Finance at Smith School of Business, Queen’s University. He is the founder and Academic Director of the Master of Finance program. He holds a PhD in finance from the University of Toronto and is a CFA charter holder. He is a current member of the CFA Society Toronto Advisory Council, and is a former member of the Board of Directors for the Toronto CFA Society and the Atlantic Canada CFA Society (where he served as President).

Dr. Cleary has authored 14 finance textbooks and has published more than 30 research articles, including several in top tier finance journals. His publications have been cited over 4,400 times and he has received several major research grants. His most recent research and educational interests focus on the field of sustainable finance. He is an Associate Editor for two finance journals and frequently serves as a reviewer for many of the top finance journals. Dr. Cleary regularly serves as an expert witness on cost of capital and capital markets.

Sarah conducts climate change materiality assessments and climate change scenario analysis, works with her clients to set ambitious and achievable climate change goals and targets, and develops implementation roadmaps. She regularly presents to boards of directors on climate change and ESG factors and implications for corporate governance and oversight, and the link with financial and operational performance and long-term value.

Prior to joining ESG Global Advisors, Sarah was a Principal at CPA Canada where she produced research, thought leadership and guidance for companies to integrate climate change considerations into business strategy, risk management, governance, and reporting. Prior to CPA Canada, Sarah held senior roles at PwC and MNP working with the energy and mining sectors.

She is a member of the Institute for Corporate Directors Climate Strategy Advisory Board for the Canadian Chapter of the WEF Climate Governance Initiative. Sarah sits on the Board of Directors of Leading Change and Sustainable Buildings Canada. She has a Bachelor of Commerce from McGill University, ISO 14064-3 Certification for Greenhouse Gas Verifications, and received the 2018 Emerging Leader Award from CPA Ontario.

Michelle has played a prominent role in Canadian responsible investment for over ten years and has more than twenty years’ experience in sustainability. As a Principal at ESG Global Advisors, she works to bridge the gap between companies and investors on environmental, social and governance (“ESG”) factors: assisting companies and boards of directors to develop ESG strategies that generate long-term value and respond to emerging capital markets expectations and assisting investors to integrate ESG to their investment processes.

 

Prior to joining ESG Global in 2019, for eight years she was Director of Corporate Engagement at NEI Investments, leading the firm’s well-regarded program of dialogue with portfolio companies, engaged proxy voting, and public policy work on corporate regulations and standards. Before moving to Canada, she worked for ten years as a staff member and consultant for environment and social development non-profits in Europe, Asia, and Africa, including Oxfam and WWF, and earlier she served for six years in the U.K. Diplomatic Service. She holds a Master of Science degree in the management of integrated conservation and social development. Michelle is Vice-Chair of the Canadian Coalition for Good Governance Environmental and Social Committee and has played a leading role in numerous industry leading ESG collaborations at the Canadian Responsible Investment Association, the U.S. Interfaith Center for Corporate Responsibility, and globally through the Principles for Responsible Investment and the Investor Alliance for Human Rights. She is also a member of the British Columbia Securities Commission's Corporate Finance Stakeholder Forum advisory group. In 2020, Michelle received a Clean50 award for her leadership in advancing sustainability and clean capitalism in Canada.

Upcoming Sessions

Session Date Oct 15, 2024  - Module 1 Oct 17, 2024  - Module 2 Oct 22, 2024  - Module 3 Oct 24, 2024  - Module 4 View detailed schedule
Location Virtual Classroom
Program Fees $1,495 CAD (plus applicable taxes)

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