SF Education Pro
This workgroup set out in 2015 to develop training material to educate finance professionals on the topic of sustainable finance. The workgroup defined the content of four different modules introducing sustainable finance and providing background information on different approaches and forms. The material will soon be made available to SSF members and network partners. Kate Cacciatore, Edmond de Rothschild, is the workgroup leader of this initiative.
Investments for Development
The first priority of this workgroup was to establish a market survey of Swiss investments for development, which was published in April 2016. The group will further address regulatory barriers for such investments and discuss ways to best measure the impact of investments. Frédéric Berney, CRO BlueOrchard, guides the activities of this group.
Institutional Asset Owners
This workgroup consists of institutional asset owner representatives of SSF. The objective is to support them in adopting sustainable investment policies by providing useful information, tools and peer dialogues. The workgroup published a comprehensive toolkit defining the various aspects of sustainable finance from a Swiss perspective in November 2016. Ulla Enne, Nest collective foundation, is the workgroup leader for the institutional asset owner group.
This work group supports SSF in creating an annual overview of the main trends, facts and figures on Sustainable Finance in Switzerland. Besides reviewing the survey, the workgroup helps SSF with setting an annual theme and consolidating the data in a meaningful way. The leader of this workgroup is CEO of SSF Sabine Döbeli.
Private Wealth Management
The private wealth management workgroup has the goal to help promote sustainable investing within private banking with a strong focus on supporting tools for client advisors. The workgroup prepared a glossary of close to 100 terms related to sustainable finance. The group also drafted 10 arguments and practical tools for client advisors to promote sustainable investments, which it published in March 2017. This group’s activities are led by Stefano Montobbio, Research Director and Global Head of Governance at EFG A.M.
Regional Workgroup Ticino
This workgroup offers Ticino-based member representatives a network to exchange know-how and experiences in sustainable finance. It prepares Ticino-based SSF activities such as events and seminars. The workgroup is lead by SSF team member Alberto Stival.