Certificate overview

A modular course to help investment marketers build a proficient understanding of the dynamics and drivers in responsible investing and sustainability.

A new certificate course that gives investment marketers a foundation in sustainability and responsible investing. This course will ensure that marketers, regardless of experience, have the tools to successfully market sustainability at brand and product level.

The certificate comprises of five online modules and two workshops.  The course leads participants through the fundamentals of the responsible investing landscape and the role that marketing can play in the transition to more sustainable practices.

Learning outcomes

  • Solid foundational understanding of the responsible investing and sustainability landscape

  • Increased confidence and skills for engaging with key stakeholders internally to ensure that sustainability positioning is authentic 

  • New perspectives on the role that marketers can play – within a business, at an industry level and more broadly – to advance sustainability  

Who is this for?

Marketers at all stages of their careers who seek a foundational understanding of the responsible investment, ESG and sustainability landscape with a marketing and communications focus.

Responsible Investing Marketing Certificate



20 hours


Marketers of all levels

Would you like to find out more?

Key features

Responsible investment landscape

Gain a deeper understanding of the responsible investment and ESG landscape in Europe and the US

Theory and practical sources

You will have ongoing access to curated resources, case studies and discussion forums

Sustainability leadership

Develop an understanding of the concepts of sustainability leadership, as well as the confidence and skills to help lead the movement to a more sustainable way of doing business

Community network

Build a peer group of like-minded professionals through online and in-person forums and events

What you'll learn


Background and context to the responsible investment and sustainability landscape

  • Background to the development of responsible investing and the sustainability movement
  • The business case for sustainability
  • Key players in the investment chain and the role they play in advancing more sustainable, responsible investing
  • Overview of the key environmental, social and governance issues and megatrends


Product and regulation

  • Overview of the different strategies within responsible investment depending on asset owner goals
  • Features and challenges of different asset classes as it relates to responsible investing and ESG
  • Challenges to and criticisms of ESG integration in the investment process
  • Current and upcoming regulation for asset managers integrating ESG into their processes


Build and integrate a sustainable brand

  • Purpose and brand positioning – understanding key stakeholders to articulate a brand's purpose
  • Internal stakeholder management and engagement – storytelling that communicates value and builds corporate culture from the bottom up
  • Case studies and examples from within and outside our industry


Communicating sustainability, authentically

  • Moving beyond pure product and service-based marketing – how value and aspirational marketing can play a role in marketing strategies
  • Crafting messages for a range of audiences at different stages of engagement with, and enthusiasm for, responsible investing, sustainability and ESG
  • Guidance and best practice for reporting and communication on sustainability


Beyond marketing

  • Exploring how to be an effective agent of change and a sustainability leader
  • Future-proofing a business – the move towards more purpose-driven business
  • From corporate social initiatives to corporate social responsibility

Team booking

Think your team could benefit from this course? We are able to deliver this course, or even specific versions of our courses, to groups as and when required. Find out how we can tailor our programs to your needs. 

Meet the team

Benjie Elston

Benjie brings business development and commercial skills from over 12 years in the asset management industry, as well as learnings from a self-funded MBA at Strathclyde Business School, the CFA Certificate in ESG Investing and the Cambridge Institute for Sustainability…

Elisa Magistrali

Elisa joined is an experienced marketing and client engagement professional with 19 years of experience in developing B2B marketing strategies with leading investment management groups.  Most recently Elisa was head of global channel marketing at Unigestion. Prior to this she worked for 11 years at Goldman Sachs Asset Management where she covered many roles within the…

Rebecca Vogel

Working on delivering brand and campaign projects, Rebecca has a particular focus on Sustainability and the US market. Rebecca holds the CFA Certificate in ESG Investing, as well as an MSc in Strategic Marketing from Imperial College Business School. She…

Esther Armstrong

Esther has over a decade of experience in financial services marketing and communications, starting out as a journalist. Esther earned a distinction from the Cambridge Institute for Sustainability Leadership at Cambridge University, has a first class honours degree in international…

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Responsible investing case studies