ESG Investment Certificate Adds Investment Management Skills Landscape


LONDON, 25 October 2021 / PRNewswire / – The CFA Institute, the global association of investment professionals, has recorded more than 11,500 global registrations for its ESG investment certificate since its inception two years ago, signaling a shift in the skills required in a rapidly changing world of sustainable investment management.

Most of the applicants came from the UK, where the certificate was first offered, followed by the USA, Switzerland, France, Hong Kong and Singapore with growing interest around the world. Financial institutions such as HSBC Wealth and Personal Banking, AXA Investment Managers and Aegon Asset Management, among others, have been among the largest employers of these applicants, as these firms take steps to equip their investment professionals with a solid understanding of ESG investing.

Peg job, Director General of Accreditation at the CFA Institute comments:

“In a context of growing client demand for ESG expertise, it is imperative that investment professionals understand this topic. The ESG Investing Certificate offers a broad knowledge base to help portfolio managers, analysts and sales teams integrate ESG considerations into products, policies and conversations with clients. COP26, CFA Institute sees a clear role that the financial sector can play in integrating environmental, social and governance factors into investment portfolios. We continue to advocate for the provision of clear and comparable data from companies and fund managers, and the need to develop skills to understand and assess this data. The industry needs better equipped financial professionals to meet the challenges society faces. “

Jan-Marc Fergg, Global Head of Wealth Products, ESG & Mutual Funds at HSBC Global Private Banking and Wealth comments:

“At HSBC Global Private Banking and Wealth, we see a clear trend emerging from our clients. Many are looking for investments that support the global fight against climate change and investments that are more broadly aligned with ESG principles. The CFA Institute Certificate in ESG Investment aims to enhance the skills of relationship managers and investment advisers as they respond to client demands. The general curriculum provides a solid foundation for understanding these concepts while instilling an ability to sift through disclosures quickly and effectively. “

The certificate, which was first initiated by the CFA Society of the UK, is now under the auspices of the CFA Institute and available to applicants in most markets around the world. The certificate is also now available for investment firms to perform mass registrations for their employees, making it more convenient and convenient for businesses and individuals.

In the perspective of COP26, the CFA Institute continues to raise awareness of the need to train investment professionals to meet client demand and advocate for clear and consistent data so that the industry can play its role in the transition to a more globalized world. sustainable.

During the week of COP26, the CFA Institute has partnered with the City of London Corporation and the Green Finance Institute, and will organize a roundtable on Skills, capacities and data to Horizon Vert Summit finance day, November 3. Panelists will understand Dr. Ben caldecott, Director, Oxford Sustainable Finance Program, and Lombard Odier Associate Professor and Principal Investigator; Sarah gordon, Managing Director of the Impact Investment Institute; and Will goodhart, Chief Executive Officer of the CFA Society, UK. Chairman and CEO of the CFA Institute Marguerite Franklin, CFA, will also host a fireside chat with Kate hampton, CEO of Children’s Investment Fund Foundation on November 2. To express your interest, please visit:

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About the CFA Institute
The CFA Institute is the global association of investment professionals that sets the standard for excellence and professional credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment in which the interests of investors come first, markets work best and the economy grows. There are over 175,000 CFA charter holders worldwide in over 160 markets. CFA Institute has nine offices around the world and 160 local companies. Visit or follow us on LinkedIn and Twitter on @CFAInstitute.

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