ESG investments
Introduction to Swiss Banking's ESG guidelines

Catalog | CWMA Certification


The publication of the Swiss Bankers Association guidelines for financial service providers on integrating ESG preferences and risks in investment advice and asset management require banks, and more generally employees working in the investment area, to complete a targeted training course in sustainable finance by January1, 2024.

This training is designed to cover a number of specific themes, with the broader aim of being able to advise and support customers in a variety of sustainable finance strategies and solutions.

ISFB's training program on this topic provides an efficient, high-impact response to this issue, while providing bank employees with the knowledge, skills and tools they need to provide the best possible support and advice to customers wishing to incorporate an ESG coloring into their portfolios.

  • Relevant: practical investment training focused on SBA requirements
  • Practical: enables you to immediately integrate SBA requirements into your professional activity
  • Compact: 4 hours of training to cover the essentials of the topic
  • Flexible: live videoconferencing courses that you can follow from anywhere at a time of your choosing.
  • Impactful: interactive themes led by investment experts

Target audience

Relationship managers, management assistants, portfolio managers, investment advisors, front office managers


Courses are given by one of the following ISFB lecturers:

  • Emeline Ozhan
  • Jonathan Pernet
  • Antoine Mach
  • Natacha Guerdat

Key objectives

  • Identify ESG factors and document KYC/risk profile
  • Explain 8 the main ESG strategies and their characteristics to a customer
  • Select investment vehicles in line with client preferences for each asset class

Duration: 4-hour course

Format: Live training, distance learning via Zoom

Part 1: The ecosystem

  • Stakeholders and the market
  • Initiatives (Paris, PRI, SDG Taxonomy, etc.)
  • EU legal environment (Mifid, SFDR, EU taxonomy)
  • CH legal environment (Federal Council, Swissbanking, Swiss climate scores)
  • Main criteria (Materiality, ESG rating, impact)

Part 2: Investment strategies - the 7 approaches

  • Exclusion
  • Norm based screening
  • ESG integration
  • Best in class
  • ESG engagement & voting
  • Sustainable thematic
  • Impact investing

Section 3: Investment products (focus on bank products)

  • Cash part: microfinance
  • Fixed income: ESG bonds, green bonds / blue bonds / Social bonds
  • Part equity: active, passive, thematic funds, impact funds
  • Alternative: sustainable real estate, private equity, private debt
  • ESG investment performance: relevance, comparability
  • The challenge of impact and credibility (greenwashing)

This is a standardized training service. No specific advice will be given during the training by our lecturers.


CHF 2'900.00 / session *

* Price valid for a group of up to 12 connected people from the same member company. Please contact us if you need to train more people over several sessions, or if you require a specific organization, such as a face-to-face meeting.

Exclusive training for member establishments. Not open to the public and other non-ISFB member organizations.


Please complete the online application form.

Your registration will then be considered as firm and definitive. 3 weeks before the beginning of the training, you will have access to our ISFB collaborative space, then a few days before the beginning of the training to the specific space reserved for the participants of this training.

The general conditions of the ISFB apply as soon as you validate our offer.

Opening of the next session

Training available on request for in-company training only.

Date to be defined on request.

Application for registration