Are you unsure about how to apply the principles of “sustainable investing”?

With reference to international developments, this webinar will provide a big-picture insight into all the relevant legislation, policy documents and publications in South Africa to equip participants with a more in-depth understanding to allow them to be proactive in their approach to applying sustainable investing principles in their organisation.

Traditional investing provides short-term value to investors by delivering an expected return on capital. The concept of sustainable investing is to provide balance to this investment process by using environmental, social and governance (ESG) criteria to improve long-term outcomes. Developments internationally and in South African, including the introduction of our own green taxonomy in 2022, illustrate the increasing importance of principles of “sustainable investing” to the investment industry. A foundational understanding of these principles from legislation to policy documents is therefore critical for their proper application to the investment process and the compliance and reporting thereof.


12 May 2023, 10:00 to 12:00 SAST

Course outline

The following topics will be covered:

  • Introduction to concept of “sustainable investing”
  • The UN Principles for Responsible Investing (UNPRI), UN sustainable development goals and other international standards
  • Sustainable investing principles in King Code IV
  • The Code for Responsible Investing in South Africa (CRISA)
  • Sustainable investing principles in financial services legislation
  • Introduction to the new green taxonomy in South Africa
  • Overview of sustainable reporting requirements
  • What does “sustainable investing” translate into in practice?

Who will benefit from this course?

Attorneys, accountants, financial advisers, asset managers, and anyone else interested in the financial services industry or principles of sustainable investing.


Kerry Kopke is a director of Attune Solutions (Pty) Ltd, which provides legal consulting services, specialising in the financial services industry and in investment/development funds. Kerry has a BBusSci (cum laude), LLB (cum laude) and a MCom (Financial Management with distinction in the thesis), all from the University of Cape Town. She has over fifteen years of experience in the legal and consulting industry, having worked for prestigious law firms in New York, South Africa and Dublin, and in-house for one of the largest asset managers in Africa. Kerry's work with Attune Solutions sees her working with a broad range of clients such as asset managers, administrators, Mancos and prime brokers across the financial services industry.

How much?

R750 per person

CPD points

This course has been accredited by the FPI with 2 CPD points.

If you require CPD points, please state this when sending in your registration form. You will be asked to send in a copy of your ID for verification purposes before the course, and will need to complete an evaluation after the course.




How to sign up

Complete and submit the registration form. You will then be given the payment information. Please note that registrations will not be accepted until payment has been made.

One or two days before the webinar, we will send you the Zoom link. You will need to register and use a password to enter the webinar.

Registrations close three days before the webinar.

View the advert here.

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