Creating a Client-centric Sustainability Investment Journey (Synchronous E-Learning)
About This Course
The regulatory landscape in Asia is evolving alongside the region’s growing commitment to addressing sustainability challenges. Where Europe has gotten a head start on the sustainability investment advisory journey, there are also unique challenges where the client's experience has been compromised as a result. What can Asia learn from Europe in order to be better? Many banks have jumped headfirst into offering “Sustainability themed” investment advisory without first understanding their clients’ attitude towards sustainability in investing. In this 1-day course, participants will be equipped with the essential knowledge and skills necessary to navigate the complexities of sustainability regulations and implement a client-centric approach investment journey that can differentiate the bank from its peers.
What You'll Learn
• Understand Asia’s Sustainability Regulations and its impact on the investment journey
• Learn from lessons drawn from Europe’s Sustainability regulations on the investment journey
• Learn how regulations will impact client experience
• Understand the strategic vision behind a client-centric Sustainability investment journey
• Learn how to start implementing a client-centric Sustainability investment journey
Entry Requirements
Participants should be familiar with basic investment concepts and portfolio construction.