Decision Tree

Offerings

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Wealth Owner Alumni Weekend

Annual reunion weekend to meet old and new friends, discuss key topics, network, share experiences and have fun. Open to the 130+ alumni of the IRI/CSP Impact Investing for the Next Generation Program

Introductions and deep dives to sustainable and impact investing

Maximise your impact All paths are different. For us at CSP it is key that everyone is able to enter the discussion on their own terms. Striving impact investors usually first get to know us through in-house workshops or trainings. These trainings and workshops take place across continents. So far we have trained impact champions in, for example, Singapore, Copenhagen, and Amman. Workshops are also provided online. Furthermore, we run Impact Investing Excursions designed for current and future private impact investors. These excursions give impact champions the opportunity to learn about the entrepreneurial landscape of the given context, meet potential investees, and get hands-on and fun insights into what impact means on the ground. Read more

Impact Investing & Blended Finance for Development Agencies & Foundations

Align your team Using philanthropic funds more effectively and mobilizing private investment to achieve the Sustainable Development Goals is a question gaining increasing momentum as the 2030 deadline draws near. The approach that tackles these questions heads-on is blended finance. The Impact Investing & Blended Finance training held in Zurich brings foundation experts, project and program managers from development agencies, and professionals from public or multilateral organizations together for a deep-dive into a methodology that has the keys to maximize impact. This is a training your foundation staff should not miss. What: Impact Investing & Blended Finance 3-day training held in Zurich. When: September 9-11, 2020. Read more

Sustainable Investing in Wealth Management

Align your team Navigating an uncharted territory with confidence is all about having an aligned crew. The Sustainable Investing in Wealth Management training organized for family office staff and private bankers ensures that you are all on the same page, speak the same language, and aim for the same change. What: Sustainable Investing in Wealth Manger training for family office and private bank staff as well as investment advisors held online and in Zurich. When: Online cohort in June 3-5, 2020. On-site Zurich cohort in November 5-6, 2020. Read more

Impact Portfolio Accelerator Program

Make it happen The program gives you the tools to develop and implement a portfolio strategy based on your risk profile as well as the risk-return and liquidity characteristics of different asset classes. The program dives into the investment geographies, styles and impact themes you are most driven for. It helps you make your strategy reality. What: Training consisting of 3 modules that give you what you need to start implementation. When: Modules run from September 2020 to March 2021. Online participation is possible. Read more

My Impactful Life Personal Development Program: Integrate purpose and maximize net positive impact

Impact starts with you The My Impactful Life personal development program is designed for participants and alumni of our IRI/CSP program who desire to amplify their impact with personal transformation. The program consists of one-on-one sessions in which participants get to know themselves on a deeper level, work towards the best version of themselves, and make progress on their most pressing issues. These issues can range from, for example, overcoming limiting beliefs and crystallizing your purpose to dealing with family dynamics. What: Personal Development Program led by Britta Gruenig Castelli, Personal Development Program Lead at CSP. When: Applications accepted on a rolling basis. All sessions held online. Read more

IRI/CSP Impact Investing for the Next Generation Program

The nuts and bolts The IRI/CSP Impact Investing for the Next Generation program is tailor-made to support next gens who wish to explore impact investing for their own and family’s portfolios. This is a program for those who want to move toward impact, be part of finding solutions, and invest like it means something. What: Impact investing training led by the Initiative for Responsible Investment at the Harvard Kennedy School and the Center for Sustainable Finance & Private Wealth at the University of Zurich. When: Program consists of two 3-day on-site trainings first in Boston and then in Zurich. Online participation is possible. Read more

Research and Publications

Excellence in research lays the foundation of CSP. The knowledge produced by the research team can be divided into two pillars: academic research and practitioner research. Projects and collaborations built on these two pillars enable long-term and real-world impact. The research team of CSP focuses on, for example, investment impact, climate risks, microfinance, investor preferences, and the role of banks and advisors in steering investments toward impact. The academic track produces in-depth analysis with the highest standards and aims to publish in leading academic journals. The applied research conducted by CSP answers critical contemporary questions relevant for experts, decision-makers, and policy specialists. The project-based work provides ready-to-use recommendations, industry insights, and timely overviews. Read more