the Sustainable Finance Institute (SFI)
New York, New Haven, Shanghai, London, Montreal, Miami, Edinburgh
New York, New Haven, Shanghai, London, Montreal, Miami, Edinburgh
Mobilising private capital in the transition to net zero
For the first time finance will be a key COP theme, reflecting the vital role finance will play in transitioning the real economy to net zero.
2021 is the first year of the China’s 14th Five-Year Plan. In the first half of this year, while global inflation was on the rise and the ex...
Mobilising private capital in the transition to net zeroFor the first time finance will be a key COP theme, reflecting the vital role financ...
Sustainable investing is an area of increasing interest to the financial community, and investors around the world increasingly use Environmental, Social and Governance (ESG) considerations and analysis as a practical method for ensuring they are investing in high quality companies and projects. With global sustainability challenges increasing and meaningful millennial participation in markets fully anticipated, trillions of dollars are beginning to shift into this new area. The battle for future financial performance and market share may well be won by those who respond best to this new investment paradigm shift.
Sustainable investing as an investment philosophy and practice is still new. Sustainable investors and leaders are often those who “woke up” to ESG issues and concerns over the course of their careers. They also are now enjoying economic benefit from getting involved and actively solving these problems. There is a mindset change well underway, and related skillset demand is extremely high. Such skillsets include becoming multi-level systems thinkers, actively involving stakeholders in decisions, integrating ESG considerations into traditional models of valuation as well as having a long-term mindset and the courage to challenge traditional approaches.
ESG concerns are becoming a core part of the overall strategy plan for many financial institutions, public companies, private companies, venture capitalists and governments alike. Western financial institutions now are required to champion an ESG approach to win business; stock exchanges require public companies to report on ESG, and governments and investors around the world are increasingly establishing sustainable business incentives using ESG analytical methodologies.
Firms are divesting from unethical businesses, and investing in performing ESG engagement and stewardship with their clients on ESG issues and topics, while others are starting up completely new funds with novel focus on areas such as ‘Impact Investing’ and ‘Climate Tech VC’.
Companies and financial institutions that identify sustainability leaders, give them necessary training and opportunities, will be able to reach mandated sustainability and investment goals more quickly. They will be more successful through the current tumult, and make themselves more attractive to long-term investors and their clients.
Founded in New Haven, CT, the Sustainable Finance Institute (SFI) creates and delivers cutting edge sustainable finance Certification, Executive Training & Custom Workshops, Special Research and Events.
Combined with industry experience, the CSFA™ programs strive to allow trainees across interested age groups to become fully immersed in the theory and practice of sustainable finance, and emerge as leading practitioners in this rapidly growing field.
Recent surveys from Bank of America and Morgan Stanley demonstrate interest for the millennials exceeds 90% in investing with sustainability considerations, while limited offerings are available to interested candidates, yet few programs are qualified to prove a candidate’s capability of understanding and formulating right strategies.
Our Executive and Workshop programs involve the best, most experienced teaching available globally, using well evolved techniques which keep our courses vibrant and fully engaging for students, including access to some of the largest investment institutions’ case studies.
Armed with an affiliated network of the brightest minds and most talented practitioners around the world from consulting, industry, academia and think-tanks, SFI conducts numerous Special Research projects for organizations from the United Nations to Fortune 500 companies, as well as emerging climate tech startups. Since the early 2000's, our researchers have delivered exceptional sustainability strategy solutions to tackle challenges faced by businesses and investors today.
Our mission is to be the first, as well as the world's leader at providing programs which develop communities of best sustainable finance practice, giving candidates a multi-disciplinary perspective including multiple global on the ground experiences, and making important connections towards their becoming part of a growing cohort of leading global practitioners of sustainable finance.
SFI also has offices and/or partners in New York City, Beijing, Shanghai, London, Montreal, Miami and Edinburgh. We organize sustainable finance events with partners around the world.
The Sustainable Finance Institute’s board of directors and leading faculties are mostly from the world’s leading academic, such as Yale University, Brown University, and financial institutions from around the world.
Vision: to create a community of highly motivated professionals to tackle the environmental, social and economic imperatives of humankind.
Mission: to be the world leader at providing programs which develop communities of best sustainable finance practice, giving candidates a multi-disciplinary perspective including multiple global on the ground experiences, and making important connections towards their becoming part of a growing cohort of leading global practitioners of sustainable finance.
Member, Faculty Advisory Committee, Energy Studies at Yale College, teaching energy, climate and investing each year from 2015 featuring many prominent speakers from across the spectrum of energy innovation and investment. This multi-disciplinary program has record levels of student interest.
Our popular course helped establish the Brown University Sustainable Investment Fund in 2016 alongside our class The Theory and Practice of Sustainable Investing, whose final projects involve building investment portfolios which outperform and ongoing side research which has contributed to recent books, including topics such as funding green infrastructure, sustainable private equity and venture capital.
Designed and teaching BSPA-UB 48: The Theory and Practice of Sustainable Investing for undergraduates and co-teaching Sustainable Finance and ESG Investing Executive program at the Stern School of Business.
RFK Sustainable Investing Certificate program - during 2013-14, designed, led teaching and delivered a successful multi-disciplinary sustainable investing program for professionals which included $15T of assets among the senior students from Pension Funds such as NY State Common, NY City Retirement, CalPERS, LACERA, City of Boston Employee Retirement, Apollo, Carlyle, Generation and many similar
at Columbia University.
Mentored the successful Prosper Social Finance student run fund at the University of Edinburgh which attracted significant interest and funding from the university and gives back part of its profits to the local community, along with other student funds at global universities.
Partnered with the #1 ranked Green MBA by the Princeton Review to review and certify Bard MBA in Sustainability students to meet the requirements as Certified Sustainable Finance Analyst: CSFA™ to meet the needs of the growing number of finance sector employers looking for ESG and sustainability expertise.
Advised New York Governor Andrew M. Cuomo and Comptroller Thomas P. DiNapoli of the state’s first-ever Decarbonization Advisory Panel. SFI's Cary Krosinsky, one of the panel's leading experts, advised the Comptroller, as trustee of the $200+ billion New York State Common Retirement Fund (Fund), on how best to mitigate investment risks stemming from climate change and maximize opportunities from a low-carbon economy.
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