Interesting report from the CFA Institute published yesterday on the Future State of the Investment Industry (cfainstitute.org), outlining megatrends shaping the world and profession, including insights into Sustainable Finance as a scenario, Investment Product opportunities, and principle recommendations for Investment Organisations and Investment Professionals.
Professional learning: one of the key recommendations for investment professionals is to stay agile and relevant, embrace a growth mindset and keep up to date, capitalising on new opportunities, especially where change is accelerating, and there are opportunities to build expertise where there are skills gaps.
Question for community members/ discussion
Overview of report<o:p></o:p>
Sustainable Finance scenario overview<o:p></o:p>
Sustainable Finance scenario outcomes<o:p></o:p>
Investment product opportunities
Thank you for sharing. I work in the front-office for a bank, managing our fixed income investments, and it's remarkable how much the entire organistion needs to upskill in terms of sustainability-related knowledge.
Over the past year, we signed a Green Credit Facility, proposed various sustainability linked Credits and Green Bonds to the Credit Committee, had to defend our exposures if traditional assets and were questioned what their Green/ESG initiatives were, and constant pressure from Auditors and Regulators on our ESG KPIs and reporting.
Embedding sustainability in our day-to-day management of the business is here to stay and will continue to evolve.
Overview of report
Sustainable Finance scenario overview
Sustainable Finance scenario outcomes
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