Haute école de gestion de Genève
Formation Continue
Campus de Battelle, Bâtiment B
Rue de la Tambourine 17
CH-1227 Carouge, Suisse
Certificate of Advanced Studies (CAS)
Sustainable Finance
The Geneva School of Business Administration (Haute école de gestion Genève – HEG) of the HES-SO University of Applied Sciences and Arts Western Switzerland is offering the first online Certificate of Advanced Studies (CAS) in Sustainable Finance (12 ECTS) to help finance professionals seize growing opportunities offered by responsible investment.
- Programme overview
- Programme
- Organisation
- Applications
- News & Media
- Testimonials
Programme overview
Training in Sustainable Finance
Today, responsible investment represents more than 25% of all professionally managed assets, according to the Global Sustainable Investment Review. For finance professionals, sustainability represents new opportunities in terms of jobs and markets. It is also a source of innovation in financial products and services. The interest for sustainable finance is increasing rapidly among private investors (millennials), as well as among institutional investors.
Designed by professionals for professionals, this programme is mainly organized through online teaching in English and it is well grounded in the Swiss tradition of excellence. Seasoned sustainable finance experts from the financial, banking, international organisations and academic domains have contributed to this CAS. A final week in Geneva is devoted to networking, live presentations, discussions and visits at expert organisations, enabling participants to dive into the rich local sustainability ecosystem.
The CAS Sustainable Finance is targeting a local and international audience of finance professionals willing to take the next turn in their career by mastering the theory and practice of this growing field: financial analysts, portfolio managers, independent wealth managers, client advisors, and junior ESG analysts.
Training
The structure of the CAS Sustainable Finance combines theory, concepts, industry expert interviews, and practical exercises, and is supported by mandatory and optional readings in addition to video material and tests. The practical dimension of this programme will allow participants to endorse different roles relevant to a full responsible investment process.
For example, students will act as the CEO of a bank and as an asset owner defining their values and investment guidelines. They will also play the role of an analyst defining ESG criteria and applying the guidelines, and of an asset manager in charge of selecting the right investment funds.
As virtual shareholders, students will exercise their voting rights and engage with companies on certain themes. Finally, participants will discuss the steps of their investment process during the last week of the course in Geneva.
Experts from the following organisations have been interviewed for this course: Conser Invest, de Pury Pictet Turrettini & Cie, École Polytechnique Fédérale de Lausanne (EPFL), ethos, Graduate Institute of International and Development Studies, Impact Finance Management S.A., International Labour Organization, Lombard Odier, Nest Fondation collective, Oberson Abels, PeaceNexus Foundation, Pictet & Cie SA, Quadia, SGS, Sustainable Finance Geneva, Swiss Sustainable Finance, Symbiotics, UNEP Finance Initiative, United Nations Conference on Trade and Development (UNCTAD), United Nations Office at Geneva (UNOG), University of Oxford, and University of Geneva.
Learning outcomes
This course will enable participants to understand the drivers and characteristics of the sustainable finance movement and to build their own responsible investment strategy whether it be as a corporate actor, an investor, an asset manager, or as an active shareholder.
At the end of the programme, the participant is able to:
- Justify why sustainability is relevant to the financial sector
- Combine the constraints of risk, return, and impact
- Conduct ESG analyses and select responsible investment products
- Understand active ownership and engage with companies on sustainability issues
- Report on a full responsible investment process
Recognized as Best Pedagogical Innovation at the FIR-PRI Finance & Sustainability Awards 2019
Programme
The CAS Sustainable Finance will be open for 26 weeks: students will have 25 weeks maximum to follow the 9 steps of the online education part of the programme, from 16 January to 14 July 2023; the programme includes four days in Geneva, 27 January (kick-off meeting) and from 7 to 9 June 2023.
Online
- Step 1: Sustainability and you - From capitalism to sustainable development
- Step 2: Be a bank CEO - Sustainability, business & finance
- Step 3: Define your investment charter - The role of asset owners
- Step 4: Set practical investment guidelines - ESG criteria
- Step 5: Implement ESG assessments - Responsible investment
- Step 6: Submit an investment idea - SDG, thematic and impact investing
- Step 7: Select the right funds - Responsible investment process
- Step 8: Be an active shareholder - Corporate governance & engagement
- Step 10: Formulate your investment process - Walking the path of sustainable finance
In Geneva
- Kick-off meeting 27 January 2023
- Step 9: Meet Geneva experts’ sustainability ecosystem - Recent developments in sustainable finance 7 to 9 June 2023
Organisation
Co-Director
Antoine Mach
Co-founder and managing partner of Covalence SA, a Geneva-based company specialized in Environment, Social and Governance (ESG) ratings, founded in 2001. He co-founded Sustainable Finance Geneva.
Co-Director
Dr Anjeza Kadilli
Anjeza Kadilli, Ph.D, is assistant professor of sustainable finance at Geneva School of Business Administration. She has many years of experience as a senior economist in the banking sector with a macroeconomic and ESG research focus. She strongly believes that finance, as a fund vehicle, can play a major role towards a more sustainable future.
Educational design
Jean Laville
Partner at Conser, an independent consultancy firm dedicated to sustainable finance. He is also Deputy Director of Swiss Sustainable Finance, an association promoting sustainable finance in Switzerland.
Facilitator
Kookie Habtegaber
She is a development economist. Her main focus has been on the interface between economic development, environmental risks and sustainable finance. Most recently Kookie served as the global lead for WWF’s green economy work.
Applications
Applications should be submitted to the HEG Executive education office no later than 15 December 2023
Applications will be treated on a «first-come first-served» basis and will be restricted for pedagogical reasons. In addition to the signed application form, the application must include the followings: curriculum vitae, recent picture, copy of highest diploma, and motivation letter.
For the complete programme (distance learning & Geneva on-site classes): the programme fee is CHF 6’000.-. It does not include potential travel and hotel expenses in Geneva.
For the distance learning ONLY (steps 1-9): the programme fee is CHF 4’000.-.
To register for the complete programme, please use the following online link:
To register for the distance learning ONLY, please download the registration form below:
News & Media
The program management shares its news, publications, conferences and media publications on the themes of Sustainable Finance training for the general public.
Media
2023
-
A Davos avec les funambules du capitalisme responsable
Allnews, 18 janvier 2023
2022
- Le grand reclassement des fonds «vert foncé»
Le Temps, 19 décembre 2022 - Les promesses incertaines de la matérialité simple
Allnews, 19 octobre 2022 - Des banques américaines pourraient quitter l’alliance sur le climat
TDG, 2 octobre 2022 - Une centaine de professionnels formés en finance durable
Allnews, 21 sep 2022 - Une gouvernance crédible est favorisée à court terme
Allnews, 15 août 2022 - Sur le social, la sincérité paie à long terme
Allenews, 18 juil 2022 - Le greenwashing est pénalisé par les marchés à long terme
Allenews, 22 juin 2022 - Mesurer l’exposition des portefeuilles au risque de greenwashing
Allenews, 18 mai 2022 - Le casse-tête des taxonomies ESG
Allenews, 20 avril 2022 - Quelle approche d’investissement durable avec la Russie?
Allenews,16 mars 2022 - Parties prenantes en quête de valeurs
Allenews, 16 février 2022 - Coût et crédibilité des engagements ESG
Allenews,19 janvier 2022
2021
- Avancer entre bluff, illusion et abstention
Allenews, 15 décembre 2021 - Les origines optimistes de la finance durable
Allenews,17 novembre 2021 - La crédibilité de la finance durable fait débat
Allenews, 20 octobre 2021 - Teaching ESG, not as easy as ABC
Geneva Solutions, 8 octobre 2021 - Les autorités de surveillance entrent dans la danse
Allenews, 28 septembre 2021 - Les vertus insoupçonnées des hedge funds
Allenews, 26 août 2021 - «Agua!» ou les super-pouvoirs de Cristiano Ronaldo
Allenews,22 juilet 2021 - Le chat de Battelle
Allenews, 16 juin 2021 - Evénements ESG et mouvements boursiers
Allenews,19 mai 2021 - Au croisement de la finance verte et du numérique
Allenews,7 mai 2021
2020
- Finance durable : tous les chemins mènent à Genève
Fondation Genève Place Financière, 6 octobre 2020 - De la finance dure à une finance qui dure
Tribune de Genève, 9 janvier 2020
2019
- CAS Sustainable Finance
www.cinfo.ch - Meilleure Innovation Pédagogique 2019
www.frenchsif.org - Economie durable: «Multiplier les liens»
www.bilan.ch, 30 octobre 2019 - Répondre au besoin de crédibilité
www.allnews.ch, 28 octobre 2019 - HEG Genève : Prix de l'innovation pédagogique pour sa formation certifiante en finance durable
Tribune de Genève, 10 octobre 2019 - Results of 2019 European FIR - PRI Awards “Finance & Sustainability”
FIR - Forum pour l'Investissement Responsable, 9 octobre 2019 - « Une effervescence s'est emparée de la place financière genevoise »
Le Temps, 12 avril 2019 - Présentation d'une nouvelle formation
Agefi, 30 janvier 2019 - La HEG-Genève propose le premier CAS en finance durable
www.allnews.ch, 24 janvier 2019 - Premier CAS en finance durable en ligne
www.hes-so.ch, 11 janvier 2019
Testimonials
Patrick Schirmann
Founder & CEO, Norsia
https://www.linkedin.com/in/patrick-schirmann/
Je suis fondateur et directeur de Norsia, une startup qui aide les conseillers financiers à personnaliser leur approche de la finance durable en fonction des sensibilités de leurs clients. J’ai suivi le CAS SF en 2019.
J’ai choisi ce programme pour compléter mes connaissances sur la finance durable. Elles étaient limitées et je cherchais une formation qui allie la théorie à un côté plus pratique. J’ai tout de suite été séduit par l’aspect ‘learning by doing’ du cursus qui est vraiment prégnant. Il ne s’agit pas d’apprendre par cœur des concepts mais plutôt d’en prendre connaissance pour pouvoir nourrir une réflexion personnelle. Cela m’a rendu l’apprentissage beaucoup plus efficace et plus ludique.
Le CAS SF m’aide beaucoup dans ma carrière. Je ne travaillais pas dans le domaine et ce cours m’a d’abord apporté la confirmation que c’était un domaine dans lequel je voulais vraiment m’investir professionnellement. Ensuite il m’a apporté des connaissances, des ressources, un certain esprit critique mais aussi les premiers contacts de mon réseau dans la finance durable.
Clothilde Mahroua
Senior Impact Analyst, Quadia
https://www.linkedin.com/in/clothildeeyraud/
Senior Impact Analyst chez Quadia, j’accompagne les entreprises de notre portefeuille d’investissement dans la mesure de leurs performance environnementale et sociale et dans l’amélioration de leurs pratiques de durabilité au sein de l’entreprise.
Après une expérience en audit financier au sein du cabinet EY, j’ai choisi de suivre le CAS Sustainable Finance il y a 3 ans afin d’élargir mes compétences dans le domaine de la finance durable. Cette formation m’a permis de développer des connaissances sur les grandes thématiques de la finance durable et d’obtenir une certification reconnue. J’ai apprécié le format de cette formation, qui laisse place à la créativité et permet de construire le rendu final à partir des exercices intermédiaires.
Outre la qualité des contenus, j’ai ainsi pu découvrir l’impact investing, élargir mon réseau local et intégrer Quadia en septembre 2020. Cette formation m’a également apporté une meilleure compréhension des attentes des investisseurs, et des enjeux auxquels sont confrontés les entreprises.
Gilles Socchi
Investment Advisor, UBS Switzerland
Joël Broillet
Head of Product Managment, Lombard Odier, Investment Managers
Veronica Verdial
Bordier & Cie
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