Impact investing with causality analysis

In 2021, sustainable investing is a hotter than ever topic and it’s clear that finance professionals can no longer allow themselves to ignore SDG issues in their investment analysis and decisions. Simply put, being SDG-compliant offers an opportunity for investment decision makers to strengthen their comparative advantage through innovative specialization. In order to exploit this opportunity, investors will need to step-up in utilizing the advantages of new assessment techniques.

This training sprint introduces the advantages of causality analysis to measure and maximize your impact on Sustainable Development Goals (SDG).


Best Practices

  • Introduction to causality assessment
  • Causality assessment in the context of Sustainable Development Goals (SDG)
  • Categorization of causality assessment tools
  • Best practices when using causality assessment tools

Deliberate Practice

  • Participants will apply one of the causality assessment tools to their own portfolio to simulate the impact of an investment decision.

Lessons Learned and Next Steps


    The Training Sprint is a live online class of 3 hours (10-13 CET) using Zoom. This course is CPD accredited for 3 credits.

    Target Group

    Investment committee members, CIOs, Board of directors, Investors with fiduciary duty


    This Training Sprint will be offered by Panthera Solutions, a cooperation partner of the Capital Markets Academy. Registration, processing and payment are handled directly through Panthera Solutions. Standard payment method is PayPal. If this is not suitable for you, please contact Panthera Solutions directly here.

    Ihre Referenten

    Dr. Markus Schuller

    Mag. Dr. Markus Schuller, MBA, MScFE ist der Gründer und Managing Partner von Panthera Solutions Sarl, einer weltweit führenden Applied Behavioral Finance Consultancy mit Sitz im Fürstentum Monaco.