ISFB Sustainable Finance Certificate

Category
Private Banking & Asset Management
Retail & Corporate Banking
Support and transversal functions
Level
Master's degree
Format
Presential
Duration
4 non-consecutive days
Language
French
Location
ISFB Geneva premises
Director
Antoine Mach
Manager
Joseph Baud-Grasset
Type
ISFB Certificates
Description
Prices & Admission
Content
Testimonials
Stakeholders

Context

With more than 30,000 billion francs managed worldwide according to the principles of sustainability and a sustained annual growth, sustainable finance is today a major and unavoidable phenomenon. The marked interest of investors, the important changes in thinking as well as the adaptation of regulatory constraints encourage the industry to approach this theme with proactivity and professionalism. After providing the keys to understanding this ecosystem, this training will address the various investment strategies that an institution can adopt to offer clients investment solutions that meet their objectives and preferences.

Key objectives

1. Understand the sustainable finance ecosystem and its various issues and perspectives.
2. Evaluate and identify ESG criteria and translate them into an appropriate investment strategy.
3. Advise a customer on existing investment solutions focusing on E, S and G areas.

Target audience

- Employees in the banking and financial sector in contact with private or institutional customers
- Middle and senior managers working in the banking and financial industry

Stakeholders

ISFB lecturers have been working in the banking and financial world, or in their respective fields, for many years and are recognized as some of the best experts in our ecosystem in French-speaking Switzerland.

Reviews

The certificate is validated by means of a 120-minute written QCS exam (simple-choice questionnaire, one and only one correct answer). Emphasis is placed on comprehension, application and the ability to analyze and solve concrete cases using the tools and methods learned in training. Candidates have the right to consult course materials, appendices and personal notes (open notes exam concept).

Practical information

ISFB Specialization Certificates are recognized by all member institutions. They are an important professional asset in the job market in French-speaking Switzerland. FFPC x ISFB funding: price announced subject to validation by the FFPC.


Price

  • Public : CHF 4'735.-
  • Member : CHF 3'550.-
  • FFPC : CHF 0.-

Admission requirements

* This certificate may be financially supported through a partnership between ISFB and FFPC for employees currently working at member institutions in the canton of Geneva. Please check with your Human Resources department.

FFPC rates for the 2027 sessions are subject to change, pending approval by the relevant authority.
FD01

Issues and context of sustainable finance

Content: This course explores the tensions between capitalism and morality, in relation to the challenges of sustainable development and corporate social responsibility. It looks at ESG (Environment, Social, Governance) criteria as tools for extra-financial evaluation, as well as sustainable business models. ESG analysis is examined through two types of data: those derived from companies' voluntary disclosure and those based on their reputation. Finally, the course highlights the limits of this analysis, particularly in terms of standardization, reliability and the risk of greenwashing.

SAQ Code: CWMA-ISFB-21-1080
Duration: 4h00
Format: In-person
Possible contributors: MACH Antoine
FD02

Legal & policy framework for sustainable finance

Content: This module introduces the fundamental principles of good corporate governance, focusing on the exercise of voting rights at shareholders' meetings and shareholder engagement. It explores mechanisms for dialogue between investors and companies, as well as collective initiatives aimed at influencing practices, particularly with regard to climate change, such as Climate Action 100+.

SAQ Code: CWMA-ISFB-21-3073
Duration: 4h00
Format: In-person
Possible contributors: CONTAMIN Damien
FD03

ESG analysis & impact assessment

Content: This module enables you to understand the main components of an ESG score and to start a conversation with a client about these issues. It distinguishes between companies' practices and their real impact, while analyzing the market dynamics linked to the measurement of extra-financial criteria. Finally, it presents tools for interpreting impact criteria and formulating investment proposals in line with clients' ESG expectations.

SAQ Code: CWMA-ISFB-21-3074
Duration: 4h00
Format: In-person
Possible contributors: MACH Antoine
FD04

Sustainable investment strategies

Content: This module examines the evolution of the demand for and supply of ESG products, market trends and customers' growing expectations in terms of sustainability. It presents the different sustainable investment strategies (inclusion, exclusion, best in class) and analyzes their financial performance. Finally, it discusses methods for measuring the sustainability of products and services.

SAQ Code: CWMA-ISFB-21-1081
Duration: 4h00
Format: In-person
Possible speakers: DAHMANI Malek
FD05

Macro risks, dialogue and values

Content: This module is in two parts: the first covers macro-risks (climate, biodiversity, etc.) as well as the application of the ASB ESG Investment Guidelines within a bank; the second part of the module features the testimony of an impact investor and a reflection on personal values.
Duration: 4h00
Format: In-person
Possible speakers: ESCHBACH Jérôme, TAYLOR Guillaume
FD06

Environmentally focused investment solutions

Contents: This module provides an overview of clean technologies and related investment opportunities, through the analysis of various financial vehicles. It addresses environmental and social considerations, climate issues and their impact on finance. The decarbonization of portfolios is studied, distinguishing between the financial impact and the impact on the real economy. The module also explores climate strategies (exclusion vs. optimization), tools for measuring decarbonization, climate-related financial products, and shareholder activism approaches, between exclusion and engagement.

SAQ Code: CWMA-ISFB-21-3076
Duration: 4h00
Format: In-person
Possible contributors: OZHAN Emeline
FD07

Philanthropy and finance: challenges and solutions

Content: This module explores the motivations, objectives and targets of philanthropic donors. It addresses the relationships required to implement an effective strategy, as well as the organizational aspects, resources, governance and impact of foundations. Theoretical insights are offered for foundation board members, complemented by practical illustrations on the challenges of good governance. Finally, the module highlights the contribution of finance and private management to this little-known field.

SAQ Code: CWMA-ISFB-21-3077
Duration: 4h00
Format: In-person
Possible speakers: EICHENBERGER Etienne
FD08

Impact investing

Content: This module introduces the impact investment ecosystem, defining impact objectives and project selection methods. It provides an analysis of different investment vehicles and explores impact measurement approaches, in order to assess real environmental, social and economic effects.

SAQ Code: CWMA-ISFB-21-3082
Duration: 4h00
Format: In-person
Possible contributors: GUERDAT Natacha
FD

Review

Content: The aim of the final exam is to validate the skills acquired during the course, by consolidating the practical and theoretical knowledge developed throughout the program. It enables participants to demonstrate their mastery of the concepts covered, their ability to articulate the various contributions of the course within a professional logic, and to identify the evolution of their personal skills.

The test takes the form of a 40-question MCQ, in open book format: participants can consult their course materials, appendices and personal notes. The exam lasts 120 minutes, i.e. 3 minutes per question. Each question has only one correct answer, and no negative marks are awarded for incorrect answers.

The questions are general, with no traps, and are based exclusively on content clearly covered in the course or in the training materials.
Duration: 2h00
Format: In-person
Interview with Antoine Mach, ISFB Sustainable Finance Certificate Program Director

Interview with Antoine Mach, ISFB Sustainable Finance Certificate Program Director

Antoine Mach - Managing Partner (Covalence)

"This program offers a mix of theoretical knowledge, which is essential for understanding the ins and outs of a rapidly evolving field, and practical knowledge applied on a daily basis by finance professionals."


Read the interview

Sustainable finance in Geneva: issues, regulation and continuing education - Interview with Edouard Cuendet

Sustainable finance in Geneva: issues, regulation and continuing education - Interview with Edouard Cuendet

Edouard Cuendet - Director of the Geneva Financial Center Foundation

"Sustainability remains an important issue according to the annual economic survey conducted by the FGPF among banks, asset managers, and other financial intermediaries."


Read the interview

Training tomorrow's players: interview with Natacha Guerdat on the ISFB Sustainable Finance certificate

Training tomorrow's players: interview with Natacha Guerdat on the ISFB Sustainable Finance certificate

Natacha Guerdat - Head of Research (Asteria Investment Managers)

In this interview, Natacha Guerdat looks back on her career, the current challenges facing financial institutions, and the advantages of the ISFB Sustainable Finance certificate program, which enables participants to combine financial performance with positive impact. A rigorous, human, and committed approach, at the heart of today's and tomorrow's challenges.


Read the interview

Training for better support: a look back at ISFB's Sustainable Finance training course with Marica Biemmi

Training for better support: a look back at ISFB's Sustainable Finance training course with Marica Biemmi

Marica Biemmi - Wealth Advisor (Piguet Galland & Cie SA)

Marica Biemmi, a graduate of the ISFB Certificate in Sustainable Finance, explains why she chose this program, its strengths, and how it has enriched her daily professional practice.


Read the interview

Challenges, innovations and future prospects for sustainable finance - interview with Kali Taylor

Challenges, innovations and future prospects for sustainable finance - interview with Kali Taylor

Kali Taylor - Managing Director (Sustainable Finance Geneva, SFG)

"Every finance professional should have a basic understanding of sustainability, as it is fundamental to good risk management and to being able to identify and capitalize on new investment opportunities."


Read the interview

Interview with Grégoire Pennone, CEO of ONE Swiss Bank SA

Interview with Grégoire Pennone, CEO of ONE Swiss Bank SA

Grégoire Pennone - CEO of ONE Swiss Bank SA

"What I think is important to emphasize, and which is a common trait among our managers, is the ability to take an interest in others and the desire to help teams progress. This is a non-negotiable starting point."


Read the interview

Interview with Eva Joss, credit risk expert and ISFB Certified in Sustainable Finance

Interview with Eva Joss, credit risk expert and ISFB Certified in Sustainable Finance

Eva Joss - Credit risk expert (Banque Cantonale de Genève)

"Addressing a variety of topics such as governance, impact measurement, philanthropy, and social and environmental impacts allowed us to cover a wide range of aspects of sustainable finance."


Read the interview

Antoine MACH

Antoine MACH

Antoine Mach is co-founder and managing partner of Covalence SA, a rating agency specializing in environmental, social, and governance criteria. With a degree in political science from the University of Geneva, Antoine Mach (1968) has worked as an assistant in the university's political science department, a freelance journalist, and a researcher for the Antenna International foundation. Antoine is co-founder of Sustainable Finance Geneva, an association working to promote sustainability and responsibility within the Geneva financial community. He is also a member of the board of the European Association of Sustainability Rating Agencies (EASRA).
Damien CONTAMIN

Damien CONTAMIN

Damien Contamin joined BCGE in 2021 as a non-financial risk manager. He is also responsible for CSR. He began his career at Société Générale in Zurich as an FX derivatives sales trader. He worked for 10 years at Banque Cantonale Vaudoise as a structured products specialist. He holds two master's degrees in advanced quantitative economics from the Toulouse School of Economics and is a CFA ESG investing charterholder.
Malek Dahmani

Malek Dahmani

With 15 years of investment experience, Malek Dahmani joined Bruellan in 2022 to strengthen European equity and sustainable investment management. Prior to that, he spent 14 years at LOIM, where he initiated and managed a strategy focused on European family-owned companies. A graduate of the Geneva Graduate Institute, Malek completed his studies with a management program at IMD and the CFA ESG certificate.
Jérôme ESCHBACH

Jérôme ESCHBACH

Jérôme Eschbach has over 20 years of experience in the banking sector, during which time he has held various management positions in corporate finance, transformation projects, and wealth management in Paris, London, and Geneva.
 
Certified by the Cambridge Institute for Sustainability Leadership and CFA ESG Investing, he has been leading the integration of sustainable development issues into BNP Paribas Wealth Management's offering in Switzerland since 2018, working to raise awareness among private bankers and clients while contributing to the development of responsible and positive-impact offerings.
 
He holds a Master's degree in Engineering from ENSMM Besançon and a Master's degree in Business Administration from EM Strasbourg Business School.
Guillaume TAYLOR

Guillaume TAYLOR


After graduating from Boston University in 1989, Guillaume Taylor began his career as a credit analyst at Intel Corporation in the United Kingdom. From 1992 to 1995, he worked as a treasury specialist in Paris, managing all foreign currency hedging activities for Intel's European operations and overseeing the company's Euro Commercial Paper program. In 1995, Guillaume Taylor joined Darier Hentsch & Cie, private bankers in Geneva, as a private portfolio manager. In 2002, he became a partner at de Pury Pictet Turrettini & Cie, an independent asset and wealth management company, where he oversaw sustainable finance for private clients. He founded Quadia in 2010 and has been the principal of Umbutu since 2021. He is currently Executive Director of the Montagu Foundation.
Since 2000, Guillaume's activities have focused on social and environmental finance, and he has developed in-depth knowledge of impact measurement. In this context, Guillaume served on the board of directors of ECLOF International for 10 years, one of the world's oldest microfinance institutions, present in 20 countries and with over 500 employees. He has also served as treasurer of the Fondation Internationale du Banc d'Arguin (FIBA), a major conservation foundation focused on West African coastal regions, part of the MAVA Foundation. Guillaume is also co-founder of Sustainable Finance Geneva, an association promoting sustainable finance. From 2009 to 2017, Guillaume was a member of the steering committee of WWF International's Living Planet Campaign. From 2009 to 2017, he was a member of Firmenich's Sustainability Advisory Board, and from 2016 to 2020, he was a member of the board of directors of the Global Alliance for Improved Nutrition (GAIN). From 2017 to 2023, Guillaume served as a trustee of the Spirit of the Wild Trust, a South African environmental leadership organization, and chaired the Bergplaas Foundation founded by Princess Irene of the Netherlands, both of which are part of the Bergplaas Nature Reserve in the Karoo. Guillaume served as treasurer of the Pro Valat Foundation from 2016 until the end of 2024. In 2021, Guillaume co-founded Advancing the Sanitation Economy Infrastructure AG or ASE and is currently vice-chairman of Hanaku AG, the parent company of ASE. Guillaume also sits on the board of directors of three investment vehicles of the Astanor group and is a member of the board of directors of RhyThink AG.
Guillaume chairs the investment committee of BACoMaB, a UK-based nature conservation fund, and sits on its board of directors. He is currently president of the Margherita Foundation and special advisor on ecological issues to Mauritanian filmmaker Abderrahmane Sissako.
Emeline OZHAN

Emeline OZHAN

Emeline Ozhan is currently Chief Investment Officer for the asset management company ÜTI.
She developed her expertise in sustainable investing by integrating sustainability into the investment processes at Lombard Odier bank.
Previously, Emeline was an equity analyst at a hedge fund within the Pictet Asset Management group before being appointed head of thematic and environmental equity research at Silex.
Etienne EICHENBERGER

Etienne EICHENBERGER

Etienne is managing partner and co-founder of WISE-philanthropy advisors, one of Europe's most renowned philanthropic consulting firms. For 20 years, he has been supporting donors, entrepreneurs, and foundations by offering personalized services. WISE has been recognized by its peers for the quality of its work and its pioneering spirit.

He is president of the Swiss Philanthropy Foundation, co-founder of the Foundation Board Academy, and sits on the board of the Debiopharm Chair in Family Philanthropy at IMD and the Board for Good in Zurich.

Etienne holds a bachelor's degree from the University of St. Gallen (HSG), has trained in High Performance Leadership at IMD, and is married with three children.
Natacha GUERDAT

Natacha GUERDAT

Passionate about sustainable investing, with over 25 years of experience in the field, Natacha is the founder and a member of the executive committee of Asteria IM, an impact asset manager recently acquired by MAN Group plc.
As head of research, she defines the impact investment strategy for all asset classes. She also oversees research and impact measurement activities. In particular, she is chair of the impact committee.
Natacha is a founding member of Sustainable Finance Geneva and holds a master's degree in international relations from the Graduate Institute of International and Development Studies in Geneva.

Information

A question about this service? Our manager is at your disposal
Joseph Baud-Grasset
Joseph Baud-Grasset
Product Manager
Category
Private Banking & Asset Management
Retail & Corporate Banking
Support and transversal functions
Level
Master's degree
Format
Presential
Duration
4 non-consecutive days
Language
French
Location
ISFB Geneva premises
Director
Antoine Mach
Manager
Joseph Baud-Grasset
Type
ISFB Certificates

Information

A question about this service? Our manager is at your disposal
Joseph Baud-Grasset
Joseph Baud-Grasset
Product Manager
Registration
Autumn 2026
Available