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BFI@SMU Making Sense of Sustainable Investing
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Designed for experienced RMs and financial advisors to develop an in-depth understanding of sustainable investing strategies—an increasingly important area of interest for UHNW investors. Through the workshop, participants will learn about different sustainable investing strategies, motivations for family office investors, and how these perspectives apply to family office portfolios. Due diligence exercises using actual sustainable investment products will illustrate these issues. The course concludes with a candid assessment of the current state of sustainable investing including reporting standards, greenwashing, and performance measurement.
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Training Duration/CPD Hours
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8 CPD Hours
1 Full Day, 9am - 6pm
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Delivery Platform:
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In-Person: venue TBA (Lunch provided)
Language: English
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Course Fee
The Institute of Banking and Finance (IBF) Financial Training Scheme (FTS) provides course fee subsidies to eligible company sponsored individuals who complete financial sector-specific training courses recognised under FTS courses.
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Course Fee per participant
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In-Person: SGD1,370.00 (before 8% GST)
(as low as SGD1,068.60^ or SGD979.60# after IBF-FTS Funding Scheme for eligible participants* and inclusive of GST)
^30% co-funding of direct training cost (capped at SGD500 per participant per course)
#70% co-funding of direct training cost for Singapore Citizens aged 40 years old and above (capped at SGD500 per participant per course)
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Eligible Participants*
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- All Singapore Citizens or Permanent Residents, physically based in Singapore and sponsored by financial institutions (FI) or eligible FinTech firms
- Licensed representatives such as insurance agents, financial advisers, and remisiers supported by FI principal
- General insurance (GI) agents registered with the General Insurance Association’s (GIA) Agent Registration Board
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Time
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Programme
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8:45am
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Sign-in starts
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9:00am
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Welcome Remarks
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9:10am
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Making Sense of Sustainable Investing
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1:00pm
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Lunch Break
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2:00pm
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Workshop continues
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6:00pm
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End of workshop
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Programme Outline
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Making Sense of Sustainable Investing
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(1) Sustainable Investing Language and Strategies
- Understand the key terms associated with sustainable investing
- Review investor attitudes and preferences for sustainable investing
- Learn about the continuum of sustainable investing strategies
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(2) Integrating Sustainable Investing into Family Office Portfolios
- Evaluate opportunities to incorporate sustainable public markets funds into portfolios
- Review issues and opportunities associated with sustainability in private markets
- Learn about current research on portfolio construction with risk, return and impact
- Discuss what we know (and don’t know) about sustainable investing performance
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| Trainer's Profile |
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Mr Matthew Dearth, Adjunct Faculty (Finance), Lee Kong Chian School of Business, Singapore Management University
Matthew Dearth is a consultant to investment managers and, since 2016, Adjunct Faculty (Finance) at Singapore Management University where he teaches graduate-level courses on sustainable finance and alternative investments. His nearly 30 years financial services experience includes roles with leading equity hedge fund Marshall Wace, global investment bank Goldman Sachs, and strategy consulting firm Booz Allen & Hamilton. Since founding his own firm in 2013, Matt has advised clients in the US, Asia and Europe on new product development, performance attribution analysis, and portfolio manager decision making. He holds a Master of Business Administration from Massachusetts Institute of Technology (MIT) and a Bachelor of Science in Civil Engineering and Operations Research from Princeton University.
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About Business Families Institute
In response to the growing needs for Asian-centric family business research and education, the Singapore Management University (SMU) established the Business Families Institute (BFI) in August 2012 to help business families build sustainable, impactful enterprises across generations. Through SMU’s core competence as a thought leader, BFI aims to strengthen the ecosystem of entrepreneurial business families and stakeholders in their creation of sustainable impact by addressing business family-specific issues such as succession, family governance, entrepreneurship and wealth management. The Institute also encourages business families to Think Generations, Think Growth, Think Giving and Think Global.
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