ED4S • Education for Sustainability

Is your advisory team effectively integrating #ClientPreferences into their investment strategies? Investors are increasingly seeking portfolios that reflect their personal values, particularly younger generations. Traditional portfolio construction approaches, primarily focused on risk and return, can make it challenging for advisors to incorporate these preferences, particularly when doing so complicates benchmarking. Values-aligned investing addresses this shift by integrating an investor’s personal values, beliefs, or priorities into portfolio construction and management alongside financial objectives. This approach often incorporates strategies such as ESG, sustainable, or socially responsible investing. Last month, we published a report examining the growing importance of values-based preferences among investors. The guide also: • Presents key data highlighting the evolution of client expectations • Explores why sustainability training is becoming essential for advisors • Reviews emerging regulations that are strengthening compliance requirements in financial advisory services As client expectations continue to evolve, bridging the knowledge gap around sustainability is no longer optional, it is essential for advisors. #ED4S specializes in delivering impactful, role-based #EmployeeTraining designed to build practical, lasting expertise. Visit our website to learn more about our solutions or contact a member of our team to schedule a demo. Download our catalogue of solutions tailored specifically for advisors: https://lnkd.in/g8tu35BF Follow ED4S • Education for Sustainability to stay up to date on industry trends, #Sustainability solutions, and more. Maria Maisuradze, CFA, FSA Credential Holder Nawar Alsaadi, FSA, SIPC Anaëlle de Serres Lorraine Spradley Wilson Ma. Ditas Dalagan Carlos Blanco Charles Abondo Matt Orsagh Lucie Bourgeois, ASC, C. Dir., M.Sc., CRHA John Morgan, MBA, CFP®, CRPC® James Atfield

Every company is intricately linked to its value chain, with suppliers playing a crucial role in the composition and delivery of its products. But how can sustainable practices be effectively enforced across the broader supply chain?    This is the focus of our latest #SustainabilityInMotion podcast episode, featuring Mark Sandersen Crouch, sustainable procurement specialist and founder of Eco-Capture.    Key highlights:  - Insights into the day-to-day challenges faced by a sustainability procurement director  - A discussion on the various frameworks that guide sustainable procurement decisions  - Mark highlights the business value of rethinking procurement through a sustainability lens  - An outline of the key best practices and how to implement them effectively  - The importance of supplier education and engagement, and how to prioritize stakeholder dialogue    Listen to this conversation to better understand the importance of sustainability in procurement and how to implement it across sectors.    The episode is available on:  Spotify: https://lnkd.in/gsJ3-UXz Apply: https://lnkd.in/g23e5ixZ YouTube: https://lnkd.in/gBHrSt7X   Don’t miss future episodes ! Follow our page ED4S • Education for Sustainability to stay up to date with product releases, industry trends, and insights.    At #ED4S, we prioritize #WorkforceDevelopment and #EmployeeUpskilling to embed compliance as a core element of your sustainability strategy. Interested in learning more about our solutions that best fit your training needs? Visit our website and book a free demo: https://lnkd.in/eSTFuC2w Maria Maisuradze, CFA, FSA Credential Holder Nawar Alsaadi, FSA, SIPC Anaëlle de Serres Ma. Ditas Dalagan Alexander Lowry John Morgan, MBA, CFP®, CRPC® James Atfield Lucie Bourgeois, ASC, C. Dir., M.Sc., CRHA Matt Orsagh Carlos Blanco Charles Abondo Chris Romeo Sam W.

Can software and Artificial Intelligence (#AI) become more #Sustainable without compromising performance? For a long time, many assumed that sustainability and performance were trade-offs. In reality, modern software design shows the opposite: efficient systems can deliver strong performance while significantly reducing environmental impact. This is the foundation of green software. The Green Software Foundation defines green software as: Software that is developed and operated with minimal negative environmental impact, focusing on efficiency, renewable energy use, and sustainability metrics. Efficiency does not mean sacrificing performance. In fact, this is particularly true for #AI systems. Numerous real-world examples show that optimizing resource use can significantly reduce #Energy and #Water consumption while maintaining, or even improving, performance outcomes. This principle is central to the approach of our instructor Minav Patel in our #Free online course: Green AI Foundations for Tech Teams. This new #ED4S course explores practical measures that can be implemented at every stage of the design and deployment of AI-based systems. Participants learn how to build and operate AI solutions that reduce inefficiencies, lower operational costs, and minimize environmental impact. Sign up for free here: https://lnkd.in/gJgAgFKx Explore our solutions here: https://lnkd.in/eSTFuC2w Interested in integrating this training into your own learning platform? We would be happy to support you. Contact Maria Maisuradze, CFA, FSA Credential Holder or any other team member for more information. Follow ED4S • Education for Sustainability for industry updates, emerging trends, and future online and in-person #TrainingForEmployees opportunities. Maria Maisuradze, CFA, FSA Credential Holder Anaëlle de Serres Ma. Ditas Dalagan Nawar Alsaadi, FSA, SIPC James Atfield Matt Orsagh Charles Abondo Lorraine Spradley Wilson Carlos Blanco John Morgan, MBA, CFP®, CRPC®

Attention, students and industry practitioners, save the date !  This Thursday, our founder and CEO Maria Maisuradze, CFA, FSA Credential Holder will be a panelist at the #Impact #Investing event, organized by the Desautels Graduate Women's Association (DGWA), and hosted by Desautels Graduate Student Society (DGSS) at McGill University.  Bringing together four leading voices in impact and sustainable investing, the panel will explore how these powerful women are actively shaping the industry and taking part in creating an economy for a better future.  This event will also feature a student Q&A and a networking opportunity with industry practitioners.  Come meet us ! The event will take place directly on McGill University campus.  We look forward to connecting with you. 👉 Register for free here : https://lnkd.in/eNWxVaxD    

How much of the content of your last training do you remember ? Most new knowledge acquired is lost within the first 24 hours, mostly due to a lack of practice. The solution ? According to this article from Forbes, hands-on training is key. The key takeaways of the article : - Without a comfortable space to immediately engage with the new material, the information will likely not be retained. - This space will provide the opportunity to think through each action, an opportunity not reached when simply reading information on a process. - Giving immediate feedback is equally as important, as reinforces correct methodologies from the start. - Providing a safe space to fail will build confidence for the learner, which is one of the most crucial aspects of a successful training. At #ED4S, our approach to #SustainabilityTraining has evolved over more than five years of hands-on experience designing and delivering learning programs. We focus on moving beyond traditional, generic formats by integrating realistic scenarios and applied activities that reflect the kinds of decisions learners face in practice. This approach is grounded in what we’ve seen work: people retain more when they actively engage with the material rather than passively consume it. More information is available at ed4s.org. Follow ED4S • Education for Sustainability for weekly updates on industry trends. Link to Forbes’ original article : https://lnkd.in/e_CyBHCh Maria Maisuradze, CFA, FSA Credential Holder Anaëlle de Serres Nawar Alsaadi, FSA, SIPC Ma. Ditas Dalagan James Atfield Carlos Blanco Lorraine Spradley Wilson

⚡ #AI is accelerating. So is its #energy #footprint. Every new model, deployment, and AI workload increases compute demand, infrastructure #cost, and operational #risk. Yet most organizations still treat #sustainability in AI as a policy discussion instead of an engineering discipline. That needs to change. Today we’re launching #GreenAI Foundations: Designing Energy-Efficient AI Systems. A free, 30-minute course created for technical leaders, architects, and decision-makers who want to build AI systems that are both powerful and responsible. This course introduces a practical, enterprise-ready framework developed by Minav Patel, Engineering Manager and distributed systems leader, to help organizations integrate sustainability directly into how AI systems are designed and operated. In just 30 minutes you’ll learn how to think about Green AI across five critical layers: ✅ #Strategy : align AI innovation with long-term sustainability goals ✅ #Infrastructure : understand the energy implications of compute and cloud architecture ✅#Model Design : balance model performance with efficiency and cost ✅ Application #Architecture : Design systems that minimize unnecessary compute ✅ #Governance & Measurement : Track, manage, and scale sustainable AI practices This isn’t theory. It’s about real engineering trade-offs, enterprise constraints, and how leaders make better decisions when building AI systems at scale. If you're: • A CTO, architect, or AI leader shaping AI strategy • A platform or infrastructure engineer managing AI workloads • A sustainability or technology leader responsible for responsible innovation This course provides the shared foundation your team needs to start building Green AI in practice. Thanks for all the contributors to shaping, testing and refining this mini course: Maria Maisuradze, CFA, FSA Credential Holder, Anaëlle de Serres, Ma. Ditas Dalagan, Charles Abondo, Nawar Alsaadi, FSA, SIPC, Lorraine Spradley Wilson, Carlos Blanco 🎓 Free. Practical. Built for real-world systems. 👉 Sign up for the course or reach out if you'd like to run it as a team or cohort training for your organization. #GreenAI #SustainableAI #ResponsibleAI #AIArchitecture #TechLeadership #ClimateTech

“The biggest myth in AI is we have to choose between innovation and sustainability. (…) This is just not true. There is this great study that proves that small is sufficient : we could cut global AI energy use by 28 % simply by right-sizing the models”. - Minav Patel This excerpt from our latest podcast challenges one of the most persistent misconceptions in the deployment of AI-based systems : that performance and sustainability are inherently at odds. As Minav highlights, evidence shows that optimization also drives impact. In the episode, Minav : 🟢 Illustrates the magnitude of the use of water and energy by AI 🟢 Debunks the misconceptions on AI and sustainability 🟢 Presents his step-by-step principles for integrating #Sustainability into AI models at every level of the deployment of AI-based systems 🟢 Recommends practical, operational actions to turn principles into measurable results #GreenAI does not only mean being sustainable. It means reducing costs, limiting inefficiencies, and putting in place an infrastructure designed for long-term value creation. Listen to the full episode here : · Apple: https://lnkd.in/eWCkG9EG · Spotify: https://lnkd.in/e2PcYHC6 At ED4S • Education for Sustainability, we are moments away from launching our free online course on the subject of Green AI, specifically designed for technical roles and development teams. Explore Minav’s framework more in depth through a hands-on, detailed training, stay tuned ! Eager to secure your spot ? Contact one of our team members. At ED4S, we prioritize #WorkforceDevelopment and #EmployeeUpskilling to embed compliance and sustainability into core business strategy. If you would like to learn more about our training solutions, send our CEO Maria Maisuradze, CFA, FSA Credential Holder and request for a demo.

When #investors choose #financial products, their motivations aren’t just financial. While returns and risk are key, research shows many also want to “be good” or “do good”, aligning their investments with personal #values and #sustainability impact. Yet the reality is stark: 👉 74% of EU retail investors have sustainability-related goals, but only ~19% hold sustainable financial products. 👉In over half of advisory meetings, sustainability preferences are not assessed, and unsubstantiated impact claims are still common. 👉Even when advisors are aware, knowledge gaps persist on value-aligned investing and real-world impact, creating compliance and greenwashing risks under #MiFIDII and #SFDR. This is where our solutions make a difference for organizations employing financial advisors: ✅ Off-the-shelf e-learning : ready-made, customizable, deployable on your LMS. ✅ Internal readiness assessments : evaluate advisors and stakeholders on sustainability knowledge and preparedness. ✅ Practical simulation modules : our cutting-edge solution AdvisorSim allowing your advisors to practice value-based conversations in a safe, controlled environment. Together, these tools: >> Build a #baseline competency for handling client ESG inquiries. >> Ensure regulatory #compliance and reduce the risk of misleading advice >> Enable advisors to confidently engage clients on value-aligned and impact-focused investing 📥 Explore our full catalogue of solutions and empower your advisors to close the gap between investor intent and advisory practice.

Have you noticed that your costs and insurance premiums are rising ? Climate change manifests in various ways across value chains. How do you identify and adapt to these new risks? Physical climate risks refer to financial losses and asset damage resulting from the physical impacts of climate change. They are typically divided into two categories: Acute physical risks: Event-driven, short-term extreme weather events linked to climate change, such as heatwaves, floods, wildfires, and storms. These events can cause immediate and significant disruption and damage. Chronic physical risks: Long-term, gradual shifts in climate patterns that are often less visible but equally material. These include sea-level rise, increasing average temperatures, and coastal erosion. Their impacts are structural, persistent, and potentially systemic. Both categories must be addressed, as they can directly affect a company’s operations, asset integrity, workforce health, and productivity, and indirectly impact performance through higher insurance premiums, supply chain disruptions, and increased capital expenditures. Integrating physical climate risks into enterprise risk management and strategic planning is no longer optional. As both acute and chronic events intensify across value chains, organizations must embed climate risk assessment into long-term decision-making, capital allocation, and resilience planning. How are you ensuring that climate risk becomes an integral part of your long-term strategy? Is your organization prepared to adapt to future physical and financial shocks? #ED4S focuses on training workforces to address exactly this type of challenge. We leverage #EmployeeTraining to embed #Sustainability and climate risk into corporate strategy through customized, industry-specific programs. Anticipate risk. Build resilience. Stay ahead of future costs. We explore climate adaptation in depth in our new adaptation journey training module, available in French and English. Contact our CEO Maria Maisuradze, CFA, FSA Credential Holder for more information. Learn more by visiting our website and downloading our free guide to sustainability training: https://www.ed4s.org/ Follow ED4S • Education for Sustainability to stay up to date with industry trends and definitions. Anaëlle de Serres Nawar Alsaadi, FSA, SIPC Ma. Ditas Dalagan Lorraine Spradley Wilson Matt Orsagh John Morgan, MBA, CFP®, CRPC® James Atfield Carlos Blanco Charles Abondo