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Sustainable Finance and the Future of Sustainable Investing

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Sustainable Finance and the Future of Sustainable Investing

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NYU Stern School of Business
44 West 4th Street
New York, NY 10012

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Sustainable Finance and the Future of Sustainable Investing

$4,119.00 $4,680.00 Save $561.00

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PLEASE NOTE: This program is currently being offered as a live online course. See agenda below for schedule.

Sustainable investing is a topic of increasing interest to the financial community.  With global environmental and social challenges growing, and with meaningful millennial participation in markets anticipated, trillions of dollars are beginning to shift. The battle for future market share may well be won by those who respond best to this new investment paradigm. Sustainable Finance and Trends in Sustainable Investing provides participants with the experience, tools and community of practice they will need to become an important part of this global paradigm, including understanding that while there has been some ESG backlash, sustainable investing is here to stay.

Through a combination of lecture, discussion and group exercises, participants will learn about financially material Environmental Social Governance (ESG) indicators and data providers, and learn how to translate corporate performance on sustainability into financial performance, including using the Return on Sustainability Investment (ROSI™) Framework. They will also review best practices in ESG and impact investing, and develop their own sustainable investment strategies. Executives will leave this course with concrete ideas about how to incorporate sustainable investment practices within their organizations.

Certificates and Credits

Upon completion of this course, participants will receive a Certificate of Achievement.

Program Takeaways

During this course, participants will:

  • Leadership Skills

    Develop the skills required to invest in businesses in a rapidly evolving environmental, social and political ecosystem. Those skills include system and design thinking, developing and executing ESG investment strategies, and managing radical transparency.
  • Stakeholder Engagement

    Broaden executive perspectives beyond Milton Friedman’s view that companies exist solely to deliver profits to shareholders to consider other stakeholders in the company (i.e., customers, employees, suppliers, etc.) and how they can be recruited as partners to help your organization succeed
  • Innovation & Efficiencies

    Develop the skills to identify and accelerate innovation in the organization by embedding the evaluation of sustainability impacts and outcomes in your products, services, and processes.

Who Should Attend

Although there are no formal education or background requirements, this course is designed for executives who meet the criteria below. While we strongly encourage global participation, please note that all courses are taught in English. Proficiency in written and spoken English is required.

  • Years of Experience

    Designed for professionals with 5+ years of work experience
  • Job Functions

    Ideal for executives in significant leadership roles who are interested in learning more about sustainable finance
  • Prerequisites

    There are no formal prerequisites for this course. The course is Intended for individuals with limited exposure to sustainable investing, though students with a background in finance will benefit most from the course.


The following agenda is a sample and subject to change.

Please note: this agenda has been modified for live online instruction.

9:00 - 10:30 am ET: Session 1: Key Trends in Sustainable Business and Relevance for Finance

  • What is ‘sustainable business’
  • Key economic, environmental, social and governance issues
  • Sustainable business: profitability and social impact performance
  • The sustainable consumer and consumer demand for sustainability
  • Current trends for embedding sustainability in corporate strategy
  • Impact of COVID-19 coronavirus
  • Kick off with small group discussion: Reflections on the readings

10:30 - 11:00 am ET: Break

11:00 - 12:30 pm ET: Session 2: Case Studies - Companies Setting the Standard

  • The specific case studies used in this session will be tailored to the audience, but could include:
    • Nike: Sustainability and Innovation through Flyknit Technology
    • Nespresso: Supply Chain and Stakeholder Engagement Case Study
    • Avery Dennison: Innovative Marketing of Sustainability Attracts More Loyal Customers
    • Citigroup, Inc.: Innovation in Energy Efficiency Financing
    • Domtar: Embedding Operational Efficiency
    • KKR: Sustainability as a Performance Enhancer
  • Small group working session: What are the commonalities across these corporate approaches to sustainability? As an investor, what should we be looking for?

Please note: this agenda has been modified for live online instruction.

9:00 - 10:30 am ET: Session 3: Emerging Strategies and Trends in Sustainable Finance

  • The current state of sustainable investing, multiple emerging strategies
  • The evidence on delivering alpha from sustainability
  • Key challenges ahead for sustainable investing
  • Impact of COVID-19 coronavirus
  • Pathways to overcome barriers
  • Small group discussion

10:30 - 11:00 am ET: Break

11:00 - 12:30 pm ET: Session 4: Measuring Environmental, Social and Governance (ESG) Performance

  • Materiality and frameworks, strengths and weaknesses (including SASB, GRI, TCFD)
  • Specific investor case studies
  • Compare and contrast (including overnight exercise)
  • Opportunities and challenges for delivering impact by addressing the Sustainable Development Goals (SDGs)
  • Specific strategies and the roles of asset owners and fund managers
  • Small group working session: work on a case to identify key ESG issues (including separate fund manager and asset owner discussions)

Please note: this agenda has been modified for live online instruction.

9:00 - 10:30 am ET: Session 5: Monetizing the Value of Sustainability

  • New measures for quantifying operational ESG performance
  • Turning non-financial performance into financial value
  • Quantifying the impact of ESG performance on the corporate bottom line
  • Monetizing the benefits delivered outside the company

10:30 - 11:00 am ET: Break

11:00 - 12:30 pm ET: Session 6: Monetizing the Value of Sustainability (cont.)

  • Small group working session: work on a case

Please note: this agenda has been modified for live online instruction.

9:00 - 10:30 am ET: Session 7: Investing Strategies

  • Reflections on the overnight exercises
  • ESG issue and shareholder engagement
  • New financing mechanisms for scaling up investment in sustainability
  • Impact investing and Impact Measurement
  • Other techniques for ESG integration
  • Global considerations

10:30 - 11:00 am ET: Break

11:00 - 12:30 pm ET: Session 8: Hands-on Investment Strategy Development

  • Build a portfolio objective and related fund materials
  • Teams will produce a one-page sheet including a paragraph objective and target financial metrics of a single sustainable or impact investment fund that you intend to launch
  • Small group working sessions

Please note: this agenda has been modified for live online instruction.

9:00 - 10:30 am ET: Hands-on Project: Build Your Own Investment Strategy

  • Building on the one-page fund sheet designed in the previous session, participants practice creating and deploying a specific investment process, resulting in a starting portfolio of companies or investments

10:30 - 11:00 am ET: Break

11:00 am - 12:30 pm ET: Project Presentations & Wrap-Up

Customer Reviews

Based on 4 reviews
George S. Uy-Tioco Jr.
Fantastic introduction to sustainable finance!

Great course! I highly recommend that anyone wanting an introduction to sustainable finance attend this course. it's a great way to understand the latest trends and developments in this emerging field. It was also great to meet fellow professionals from all over the world with a common goal to learn more about sustainable finance and how to apply this in our work.

Judy Arteche-Carr, CEO- Arteche Global Group
Recommended- worthwhile use of your time

I highly recommend this class especially for Board of Directors and Senior executives globally. Excellent overview of financial and non financial aspects of sustainability/ESG and more. Profs Tenzi and Cary were great. Attendee perspectives from different countries with a wide range of domain expertise was invaluable. This topic will dominate the CEO agenda now and in the future.

Kathleen M Camilli
Independent Director, UniFirst, AGF Investment Management, Zero Hash

Excellent course on the fundamentals of ESG investing. I would recommend this course to any independent director looking to gain deep knowledge on the ESG framework used for ranking companies. This is vitally important information for directors, management, and investors in this next decade.

Josh Marks
Outstanding Sustainable Investing Course

The Executive Education course on Sustainable Finance and ESG Investing was outstanding. Tensie and Cary did an amazing job presenting an enormous array of information in an interesting and effective manner, the breakout groups were creative and thought-provoking, and it was great meeting and learning from all of the other participants. It was a fantastic week, and I highly recommend the course for anyone remotely interested in sustainability and/or finance.