Sustainable investment


This digital training has been designed to train finance professionals on sustainability finance. It was developed in collaboration with Edmond de Rothschild and Swiss Sustainable Finance.

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What is it about?

Sustainable investment has become an integral part of the economic landscape and is gaining importance in the financial sector in general, including Private Banking. Through examples and interactive case studies, this training enables finance professionals to understand the integration of sustainable investment into the financial sector.


At the end of this training, your employees will be able to inform their clients about the impact of sustainable investment and the resulting opportunities.


The training is structured around 4 modules based on the main elements of the financial sector value chain:

  • What is sustainability and what are the implications for the financial sector?
  • The role of institutional investors (Asset Owners) in the sustainable value creation process and the implications for Asset Managers.
  • Integrating sustainability into business models and business strategy, as well as their implications for business analysis and valuation.
  • Enhance the value proposition for private banking clients through sustainable investing.


The training is available in:

  • French
  • English
  • German


The training lasts for approximately 1 hour and 30 minutes.

Each module lasts about 30 minutes.

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