ESG Investing Primer, An Introduction to ESG Investing

Course Details

Accredited SAQ CWMA recertification training amounting to 1 hour of study.

Topic: Investment Solutions, ESG



Environmental, Social and Governance (ESG) considerations are becoming an integral part of investment management. The rapid growth of ESG oriented investments are a reflection of increasing client demand and regulatory developments. This presentation provides an overview of the broad range of issues involved with ESG investing.


Learning Outcomes

- Factors underlying ESG investing growth.

- Approaches and styles of ESG investing.

- The ecosystem influencing ESG investing.

- Performance impacts of ESG investing.

- Incorporating ESG Investing in private client advisory.



This online video can be accessed at any time, up to the calendar year end if purchased in the first half of the year; or up the subsequent calendar year end if purchased in the second half of the year. 

In order to purchase this course CFA Society Switzerland members and guests must set up and login with a CFA Institute Id#.



CHF 100 for non-members.

CHF 60 for members of CFA Society Switzerland.






Sheila Ohlund, CFA

Sheila Ohlund, CFA

Sheila has over twenty years experience in investment research and portfolio management at international financial service firms, including American Express Global Asset Management, Rothschilds, and SBC Brinson/UBS. She started her career as a Certified Public Accountant (CPA) with Price Waterhouse. Sheila has the chartered financial analyst (CFA) designation and the ESG Investing Certificate. She has masters degrees from the Massachusetts Institute of Technology (MIT) and the London School of Economics as well as an Innovation and Entrepreneurship Certificate from Stanford University.