Bridge over ocean
12 October 2020 Research Reports

Skills & Expertise for a Career in ESG Investing

The People Model for Sustainable Investing

  1. Rebecca Fender, CFA
  2. Robert Stammers, CFA
  3. Roger Urwin, FSIP
  4. Rhodri G. Preece, CFA

In this excerpt from the Future of Sustainability in Investment Management report, learn how organizations use a variety of staffing models and attract-and-retain methods to ensure ESG expertise and growth in investment management career paths.

Organizations use a variety of staffing models and attract-and-retain methods to ensure ESG expertise and growth in investment management career paths toward an ESG specialty.

Organizational Commitments to ESG Research

Current Structure and Roles

Demand for ESG Expertise

Supply of ESG Expertise

Training

Types of Skills Needed among ESG Professionals

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Related
Footnote(s)

  1. Nelson and Schuchard (2011).

  2. As of August 2020.

  3. On a four-level scale used by LinkedIn to gauge hiring demand that ranges from low to moderate, high, or very high.

  4. See the full methodology in the Future of Sustainability in Investment Management report appendix for details on the LinkedIn search parameters. Variations of these titles were also included, and results were limited to those in financial services and specific investment segments.

  5. Research conducted by Mercer indicated 1.05 million core investment professionals globally, as published in “Investment Professional of the Future” (CFA Institute 2019a).

  6. Sargis and Lutton (2016).

  7. See more detail in the full report.

  8. As described in Investment Professional of the Future, T-shaped skills are a combination of deep knowledge in a single field or part of the ecosystem and wider knowledge in the other fields or other parts of the ecosystem and the competencies to connect them.

Publisher Information
CFA Institute

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