Just over a few years the Environmental, Social and Governance (ESG) Investing has evolved from being a mere “niche” area occupied by enthusiasts into a widely-recognised, almost “mainstream” investment philosophy and become an integral element of a modern investment process. Investors have recognized the importance of considering ESG factors in the investment evaluation and risk management and are increasingly expecting investment managers to provide solutions. Climate and environmental impact has become a significant additional metric in evaluating performance of investments. While bringing obvious benefits to the environment, society, capital markets and investors, ESG Investing has also unveiled various challenges, such as variety of ESG frameworks and codes, lack of standardization and transparency, “jungle” of investment approaches and products, high complexity of metrics and impact measures, fears of “greenwashing” and a “wave” of new regulations. The investment industry – investment managers, asset owners and regulators – are all working hard to address those challenges by providing more transparency, security and effective investment solutions to investors, with various efforts being undertaken both an the global, regional and local level – Switzerland being no exception. It is a good time to take a moment and look at the current status of ESG Investing, needs of investors, capabilities of investment managers and various initiatives and standardization efforts and the future outlook.
Our Swiss ESG Investment Conference organised by CFA Society Switzerland is part of the series of events dedicated to ESG Investing as a commitment of CFA Institute to foster sustainability in investment management. This unique full-day event at Kraftwerk in Zurich features a line-up of renowned speakers representing investment managers, asset owners, financial regulators, industry associations, NGOs and academia. Join us to get inspiring insights on the “best practice” ESG investing approaches implemented by asset managers and asset owners, innovative ESG investment solutions, latest ESG investment research and surveys, standardization, regulatory and self-regulatory efforts, and to engage in exciting networking discussions. The conference is aimed at investment professionals, asset owners and all those interested in ESG Investing
CFA Society Switzerland members can register PL credit for their participation using the online tracking tool. (Note: you will need to log in with your CFA Institute ID to access it).
Registration and Refreshments
Kraftwerk Zurich
Welcome Speech
Sheila Ohlund, CFA
CEO of CFA Society Switzerland
Publica’s Climate Risk Strategy
Patrick Uelfeti, CFA
Deputy Head of Asset Management at the Federal Pension Fund PUBLICA
Sustainable Investments in Switzerland: Where Are We Heading?
Sabine Döbeli
CEO of Swiss Sustainable Finance (SSF)
Climate Risk: Disclosure, Regulation, Greenwashing Detection
Prof. Markus Leippold
Professor of Financial Engineering at University of Zurich (Department of Banking and Finance)
Networking Break
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ESG Investing and «Greenwashing» Concerns: Is Regulation and Self-Regulation a Remedy? Panel Discussion
Adrian Schatzmann (AMAS)
Jürg Tobler (ASIP)
Markus Schmid (FINMA)
Stephan Kellenberger (WWF)
Moderator - Dimitri Senik (CFA Society Switzerland)
How to Build Portfolios that Positively Contribute to the SDGs
Kenneth Robertson
Client Protfolio Manager at Robeco
Lunch Break / Networking
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Relying on ESG Ratings and Benchmarks: Pragmatic Solution or a “Blind-Fight”?
Angela de Wolff
Founding Partner at Conser
Patrick Schirmann
Founder and CEO of Norsia
ESG Transparency of Collective Investment Funds
Adrian Schatzmann
CEO of Asset Management Association Switzerland (AMAS)
Networking Break
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Overcoming ESG Data Pain Points and Opportunities for Private Markets
Arthur Arzoumanidis, CFA
Product Owner - Client Solutions at RepRisk
Benjamin Haltinner, CFA
Vice President - Finance at RepRisk
Implementing ESG Standards for Insurance Firms
Paul Moody
Managing Director of CFA Institute
ESG Investments and Swiss Pension Funds
Dr. Stephan Skaanes, CFA
Partner and Member of the Executive Board at PPCmetrics AG
From "Whether" to "How" the Net Zero Transition Will Happen
Mirjam Staub-Bisang
Country Head of BlackRock Switzerland and a member of the EMEA Executive Committee
Closing Remarks
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Apéro Riche
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Product Owner - Client Solutions at RepRisk
Managing Partner – ESG independent verifier at Conser
CEO at Swiss Sustainable Finance (SSF)
Vice President - Finance at RepRisk
Deputy Head of Sustainable Finance at World Wide Fund for Nature Switzerland (WWF)
Managing Director - Global Partnerships & Client Solutions at CFA Institute.
Professor of Financial Engineering - Department of Banking and Finance at University of Zurich (UZH)
Client Portfolio Manager at Robeco
CEO of the Asset Management Association Switzerland (AMAS)
Founder and CEO at Norsia
Technical Expert at Swiss Financial Market Supervisory Authority (FINMA)
Partner and Member of the Executive Board of PPCmetrics
Country Head of BlackRock Switzerland and a member of the EMEA Executive Committee
Head of Investments at the Pension Fund City of Zurich (ASIP)
Deputy Head of Asset Management at the Federal Pension Fund PUBLICA
To register and purchase tickets, members and guests must register and log in with a CFA Institute ID number.
A limited number of tickets are available for CFA Society members and guests (The member ticket price is CHF 150, non member CHF 300). Until 9 April Early Bird tickets are available for CHF 100 for members and CHF 200 for non-members.
Full refund - cancellation is made by the participant online and is possible up to 10 working days before the conference.
In the event of a postponement, participants can decide whether their tickets should be transferred to the new date or refunded in full.
For media enquiries and press passes, please contact events@cfasocietyswitzerland.org.