
SUBTITLE: HOW TO MAXIMIZE YOUR SDG-IMPACT AND STAY COMPETITIVE
LECTURER: Mag. Dr. Markus Schuller, MBA, MScFE
DURATION: 2 x 3h
Dates on request
FORMAT: Online
- Introduction to a Culture of Compliance
- Adaptive Markets & Innovative Specialization
- Integrating Ethics, Compliance and Innovative Specialization
- Evolution of SDG Compliance
- Introduction to 3rd generation asset allocation
- Impact investing and causality analysis
- Rulebook versus Playbook
BEHAVIORAL CONSIDERATIONS
- Individual empowerment
- Team configuration
- Choice architecture configuration
INTRODUCTION TO NARRATIVE REPORTING
Instruments to strengthen a culture of compliance are introduced via practical examples.
DECISION SUPPORT SYSTEMS & NARRATIVE REPORTING
Methods to strengthen the self-organization of investment teams that lead to a competitive edge.
CASE STUDY
Participants will study their own investment process and explore how to optimize it by applying previously introduced narrative reporting techniques.
REVIEW YOUR FINDINGS
Moderated by the lecturer, participants share their findings and reflect together on eventual further improvements of their own or other findings.
How to maximize your impact on Sustainable Development Goals (SDG) and stay competitive. In 2020, sustainable investing is a hotter than ever topic and it’s clear that finance professionals can no longer allow themselves to ignore environmental, social, and governance (ESG) issues in their investment analysis and decisions. Treating your compliance with SDGs as a fig-leaf topic for marketing reasons is no longer possible.
Regulators are clear. In the years ahead, SDG compliance will not be another checklist exercise for boards, investment committees or portfolio managers. Professional investors cannot delegate their responsibility for understanding which impact they generate to rating agencies, ESG databases or external consultants. Simply put, being SDG-compliant offers an opportunity for investment decision makers to strengthen their comparative advantage through innovative specialization.
Narrative reporting not only enables investors to comply with regulation, but also to utilize the regulatory pressure for producing better investment decisions. Narrative reporting strengthens the comparative advantage of an investor through first principle thinking, investment narrative assessment and a causal understanding of capital markets. In this online course you will explore and test how to combine both, your SDG compliance, while increasing your competitiveness through narrative reporting.
Mag. Dr. Markus Schuller, MBA, MScFE
Founder & Managing Partner / Panthera Solutions Sarl
Markus Schuller is the founder and managing partner of Panthera Solutions Sarl, a leading applied behavioral finance consultancy. As award-winning Investment Decision Architects™, Panthera optimizes the choice architecture of professional investors through applied behavioral finance methods. Empowering the decision makers towards comparative advantages in capital markets remains the ultimate goal. The Panthera intervention toolbox has proven to be equally effective and innovative.
As adjunct professor, Markus teaches courses like “Asset Allocation & Applied Behavioral Finance“, Risk Management & Applied Behavioral Finance”, “Investment Banking” and “Narrative Reporting” at renowned Master in Finance programs of the EDHEC Business School, the IE Business School and the International University of Monaco. Markus publishes in academic top journals (i.e. Journal of Portfolio Management, 2018), writes articles for professional journals (i.e. CFA Institute, OECD Insights, etc.) and holds keynotes at international investment conferences.
As an investment banker, adjunct professor and author, Markus looks back at 20 rewarding years of trading, structuring, and managing standard and alternative investment products. Prior to founding Panthera Solutions, he worked in executive roles for a long/short equity hedge fund for which he developed the trading algorithm. Markus started his career working as equity trader, derivatives trader and macro analyst for different banks.
• Wealth Managers
• Private Banks
• Regional Banks
• Trusts
• Financial Analyst
• Corporate Treasurer
• Management Consultant
• Performance Manager
• Legal & tax advisor

HAVE ANY QUESTIONS?
OUR MISSION IS
TO EMPOWER YOU
Panthera Solutions Sarl
5, Avenue Saint Laurent | MC 98000 | Monaco | info@panthera.mc | Company ID / 18S07917
