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45th After-Work Lecture on Sustainable Investing with Passive Solutions: Returns with Impact

Event Description

After-Work Lectures on Asset and Investment Management 

Series of lectures on current developments in Asset and Investment Management. Exchange of ideas amongst professionals of Corporations, Banks, Asset Management, Investment and Insurance Companies, Financial Advisory Services, Tax Administra-tion, Lawyers, Trustees, Fund Managers and Financial Auditors. 

Speaker:
Dominik Blunschi
UBS AG, Asset Management, Zurich, Switzerland
Abstract 
Sustainable investing (SI) has evolved. No longer just a "nice-to-have" for policy makers, regulators and investors, SI is now high on the agenda, and investors are looking for ways to incorporate sustainability and responsible investing into their portfolios. 

Today, whatever an investor's specific SI requirements might be, a broad range of approaches exist, which vary greatly in their sophistication. They encompass relatively simple exclusionary offerings, through products which integrate material ESG factors within the research process, to sustainability focused strategies which look to address a specific theme, such as gender or water scarcity, and ultimately, sophisticated impact-driven solutions which carry an explicit intention to generate a measurable social and environmental impact alongside financial return. That proliferation is reflected in both active and passive strategies, with particularly strong growth witnessed in the passive and ETF space. In Europe alone, there has been an almost 50% increase every year over the past five years in assets under management measured against indices constructed around ESG factors. 

The presentation examines the evolution of ESG investing in the passive space, with a particular focus on the development of SI indices and benchmarks. 

Speaker 
Dominik Blunschi has been with UBS Asset Management since November 2012, and is responsible for developing and implementing the UBS ETF business in Switzerland and Liechtenstein. In this role, Mr Blunschi works closely with institutional clients, banks and asset managers in helping to provide ETF based solutions for their invest-ment strategies. Prior to joining UBS Asset Management, Mr Blunschi worked several years for Credit Suisse and later with Zürcher Kantonalbank in Portfolio and Invest-ment Consulting roles responsible for UHNW client coverage. Mr Blunschi holds a Master of Advanced Studies (MAS) in Banking & Finance and a Bachelor of Science (BSc) in Business Administration from the FHNW University of Applied Sciences and Arts, Northwestern Switzerland. 

Speaker:

Dominik Blunschi
UBS AG, Asset Management, Zurich, Switzerland
Dominik Blunschi has been with UBS Asset Management since November 2012, and is responsible for developing and implementing the UBS ETF business in Switzerland and Liechtenstein. In this role, Mr Blunschi works closely with institutional clients, banks and asset managers in helping to provide ETF-based solutions for their invest-ment strategies. Prior to joining UBS Asset Management, Mr Blunschi worked several years for Credit Suisse and later with Zürcher Kantonalbank in Portfolio and Invest-ment Consulting roles responsible for UHNW client coverage. Mr Blunschi holds a Master of Advanced Studies (MAS) in Banking & Finance and a Bachelor of Science (BSc) in Business Administration from the FHNW University of Applied Sciences and Arts, Northwestern Switzerland. 

CE Qualified Activity
This event is a CE Qualified Activity and earns CFA Institute members 1.0 CE credits. For further information, please refer to the back of this brochure.

Registration
For registration visit www.uni.li/awl or send an e-mail to [email protected]

Event Type

 

Education Topic

 

Start Time

5/16/2019 5:30 PM

End Time

5/16/2019 7:00 PM

City

Vaduz

State/Province

 

Event Country

 

Event Region

EMEA

Location Info

​University of Liechtenstein, Vaduz
Lecture Hall 1 (H1)

Speaker

Dominik Blunschi

CE Credits

1.0

SER Credit

N/A

Currency

N/A

Member Price

 

Non-Member Price

 

Candidate Price

N/A

Registration

​For registration visit www.uni.li/awl or send an e-mail to [email protected]

All Day Event

 

Recurrence

 

Date of Event

5/16/2019

Presentation (Members Only)

 

Event Category

Educational CE Events; Society

Event Link

 

Event Link Leads To New Tab

 

Event Short Info

 

Event Type

0

Attachments

Content Type: MyCFA Custom Calendar
Created at 4/8/2019 8:29 AM by [email protected]
Last modified at 4/9/2019 8:40 AM by [email protected]