Month of Financial Education in Italy

Month of Financial Education in Italy

Sustainability of financial products: ESG, rating, SRI. Investment certificates' use case     REGISTER

(3 EFPA credits + 3 credits by CFA Society Italy*)

25 November 2024, 09:30-12:30, for financial advistors and investors

Teachers:
Luca testoni - Eticanews
Giovanna Zanotti - Scientific Director of ACEPI, Full Professor of the University of Bergamo
Dario Savoia - ACEPI Secretary General 

CONTENTS

• One or many "sustainability"? Analysis of the different types to pursue an ESG investment
• A distinction between ESG and SRI: the different types of products for sustainable investment
• The relationship between ESG and performance: studies and risk/return trends of different baskets and indices x asset class, approach, score etc.
• What are ESG ratings, rating agencies and how the meaning and use of ESG ratings is changing
• The great "confusion" of ESG judgments, the market trend towards data search. The challenge of effective and truthful data. The importance of ESG information.
• Certificates: the main characteristics for an ESG assessment
• ACEPI Guidelines on the ESG classification of certificates