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CAS AI & ESG / DAS AI & ESG / MSc Risk Management with AI & ESG modules

In cooperation with the University of Oldenburg and the German Federal Association of Alternative Investments we offer unique professional education programmes with the focus on Alternative Investments (AI) and Sustainable Finance (ESG) for full-time professionals. We designed our programmes under one simple principle:

In our programmes we only include content that can be used on the job.

We offer AI & ESG modules in the following formats:

  • Stand-alone AI & ESG module
  • CAS AI / ESG (Certificate of Advanced Studies Alternative Investments & Sustainability / ESG)
  • DAS AI / ESG (Diploma of Advanced Studies Alternative Investments & Sustainability / ESG)
  • MSc Risk Management for Financial Services

In small groups with fellow professionals we explore key concepts of the main alternative asset classes (private equity, private debt, infrastructure, real estate). Our topics are selected based on the current industry needs and updated on a regular basis. Portfolio management, valuation, risk management and regulatory requirements (Solvency II, Basel, AIFMD, IORP II) including ESG risks are part of the curriculum.

The programme is designed in the most flexible and efficient way possible as it can be split up into different pieces and requires less than 2 onsite weekends per module.

More information can be found under the following links:

BAI

Uni Oldenburg

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Date Events/Location Presentation Serial order
2022/03/24 GSN Investment Working Group / online Regulatory Update ESG ( Link )
2022/02/24 BVI Workshop / online Introduction: Infrastructure Investments for Regulated Asset Owners
2022/01/19 BAI Webinar / online BAI Best Practices for Principal Adverse Impact (PAI) KPIs under SFDR for Real Estate and Infrastructure Assets ( Presentation , Video )
2022/01/07 GreenWatch & CAS AI/ESG Webinar / online Green Taxonomy and EU Sustainable Finance QnA ( Webinar )
2021/12/09 BAI Webinar / online Implications of Draft CRR 3 for Alternative Investments (Private Equity, Private Debt, Infrastructure, Real Estate) ( Presentation , Video )
2021/12/09 Evolution AI Webinar / online Artificial Intelligence for ESG Data in the Asset Management Industry
2021/10/28 P+P Funds Forum Frankfurt / hybrid Roundtable “ESG in the Investment Process” ( Link )
2021/10/08 GSN Investment Working Group / online Regulatory Update ESG ( Link )
2021/09/13 IDI Working Group Regulations / online ESG Agenda 2021/22
2021/06/17 DWS Depot-A Roundtable / online Infrastructure Debt under CRR II
2021/06/11 GSN Investment Working Group / online Regulatory Update ESG ( Link )
2021/05/19 LPGP Connect Private Debt / Berlin / online In Focus: Trending Products & Strategies in Private Markets
2021/03/31 VERS Leipzig / SOF Workshop / online Sustainability & ESG for Alternative Investments ( Link )
2021/02/18 IDI Arbeitskreis Regulatorik und Nachhaltigkeit / online Sustainable Finance Disclosure Regulation
2020/12/02 VERS Leipzig / SOF Workshop / online Sustainability & ESG for Alternative Investments
2020/11/24 BAI Webinar / online Look Through & Reporting for Alternative Investment Funds under CRR 2 ( Link )
2020/06/18 Allianz Global Investors Summer Talk 2020 for Solvency II Investors / online Solvency II Update 2020 & ESG
2020/05/11 VERS Leipzig / SOF / Uni Oldenburg Workshop "Solvency II for Alternative Investments" / online SCR Optimisation and Reporting
2020/05/19 M.M. Warburg & CO Webinar "Coronavirus as an ESG risk - sustainability only in bull markets"? COVID-19 in the ESG Risk Management
2020/04/27 Presentation in the meeting of BVI Working Group "VAG Reporting" / online Solvency II Update for Alternative Investments
2020/04/07 BAI Webinar / online Solvency II Update & TPT 5.0 for Alternative Investments ( Link )
2020/03/10 Bright Talk ESG Summit ESG Risk & Reporting for Alternative Investments & EU Institutional Investors
2020/01/20 Institutional Private Equity Investments 2020 / Frankfurt Case Study: Private Equity Investments under Solvency II and Q&A
2019/11/06 LPGP Connect Private Debt / Berlin Panel Discussion "Standing Out through Conscious Investing
2019/11/04 Investor Partners Workshop ESG & Sustainability / Frankfurt ESG & Sustainability
2019/09/26 ESG BAI Workshop / Frankfurt ESG Risk Management & Reporting for Alternative Investments
2019/07/05 Pöllath + Partners Munich Private Equity Training (P+P Mupet) / Munich Panel discussion "Investor Regulations: Private Equity under Solvency II 2019 ( Link )
2019/06/28 BAI Webinar / online ESG Risk Management & Reporting for Alternative Investments
2019/06/05 Institutional Investor DACH Alternatives and Real Assets Summit / Zurich Panel discussion "Integrating ESG into a Portfolio of Alternatives – Risk Management or Thematic Opportunity?
2019/05/21 Institutional Investment Days / Leipzig Panel discussion "Climate Change – How to invest the E in ESG ( Link )
2019/05/14 6 German Blackrock ALM Roundtable / Köln ALM in the Regulatory Environment 2019
2019/05/13 Goethe University Frankfurt / Frankfurt Infrastructure Investments & Solvency II
2019/05/10 BAI Working Group on Investor Regulations / Frankfurt Current Regulatory Developments & Reporting (Solvency II, Basel IV, ESG)
2018/08/30 BAI & Uni Oldenburg Webinar / online Look Through in the Investment Process & Reporting for Alternative Investments ( Link )
2018/04/25 BAI Workshop on Insurance Ordinance and Solvency II Review / Frankfurt Solvency II Review of Unlisted Equities: Preliminary Results of CEPRES & SOF study for BAI
2018/02/15 Uni Oldenburg Webinar / online Risk Management and Infrastructure Investments ( Link )
2017/11/07 Forum V Actuarial Colloqium at the University of Nuernberg-Erlangen / Nürnberg (Qualifying) Infrastructure Investments in Portfolio Management & Risk Management of German Insurance Investors ( Link )
2017/04/25 RdF Workshop “Current Topics of the Investment Law” / Frankfurt Qualifying Infrastructure Investments under Solvency II: Theory & Practice ( Link )
2017/02/09 BAI Insight 39 / Frankfurt Solvency II for Asset Managers
2016/02/17 London Metropolitan University / London Alternative Investments & Financial Institutional Investors ( Link )
2015/12/08 EBC University of Applied Sciences / Berlin Financing & Investment for Renewables Projects ( Link )
2022/05/03 BAI Alternative Investor Conference (AIC) / Frankfurt Panel “Law and Regulations”
2022/09/21 BAI Webinar / online European ESG Template (EET) Reporting für alternative Investments ( Presentation , Video )
2022/06/15 SOF Workshop / online ESG Regulatory Update, EET (European ESG Template), Art. 8 Taxonomy
2022/09/06 SOF Workshop / online EET for Fund of Funds, Master Funds and End Investor Portfolios
2022/10/17 GSN Investment Working Group / online Regulatory Update ESG ( Link )
2022/10/20 Cority Webinar “Sustainable Finance regulation in Europe” / online Presentation “EU SFDR” and ESG Roundtable
2022/10/25 Webinar: AI for ESG Data in the Asset Management Industry Evolution.ai ( Link )
2022/11/17 SOF GSN EET Workshop / online EET for Insurance Investors
2022/11/04 BAI Workshop / Frankfurt ESG Workshop 2022
2023/06/20 SOF GSN PAI Statement Workshop / online PAI Statement 2022 Roundtable
2023/05/31 SOF Workshop „European ESG Template (EET) / online “Lessons Learned from the First PAI Reporting for the Year 2022“ ( Link )
2023/03/09 BAI Workshop / Frankfurt BAI Private Debt Symposium 2023 ( Agenda )
2023/06/27 AltamarCam Insurance Summit 2023 / Barcelona Roundtable “ESG & Regulatory Update: implications for the Insurance sector” Workshop “ESG data as a constraint of alternative investments – challenges and solutions”
2023/11/14 7th Sustainable Finance Gipfel 2023 / Hamburg Panel discussion: More transparency and consumer information in the investment market ( Link )
2023/11/20 BAI ESG Workshop 2023 / Frankfurt Roundtable "Investor Panel on ESG regulation and ESG reporting"
2023/10/16 BAI Webinar / online Art. 8 Taxonomy DA Reporting for NFRD Investors and Alternative Investments ( Presentation , Slides )
2023/11/28 GSN Investment Working Group / online Regulatory ESG Update and SOF PAI Study 2022 for Alternative Investments
2024/01/25 DWS European Infrastructure Debt – Investment Opportunities & Regulatory Environment / online DWS Investor Workshop: Infrastructure Debt under CRR 2/3
2024/02/29 Luxembourg Meeting for Private Market Investments (LUMPI) / Luxembourg Interview about PAI, EET, EU Taxonomy and other ESG topics
2024/04/15 BAI Alternative Investor Conference (AIC) / Frankfurt Panel "ESG in practical implementation for alternative investments - illiquid asset classes"
2024/06/11 GSN Investment Working Group / online Regulatory ESG Update incl. SFDR / CSRD / Taxonomy Reporting 2024
2024/09/03 GSN Investment Working Group / online PAI Statement Roundtable
2024/09/10 BAI Webinar / online CRR 3 for Alternative Investments ( Presentation , Slides )
2024/10/14 BAI Webinar / online BAI ESG Template: Art. 8 Taxonomy DA + CSRD/ESRS Reporting for Alternative Investments to NFRD / CSRD investors ( Presentation , Slides )
2024/11/13 PEI Private Funds CFO Europe Forum / London Panel Discussion “Key Compliance and Enforcement Considerations”
2024/11/28 BAI ESG Workshop 2024 / Frankfurt Presentation & Roundtable "Investor Panel on ESG regulation and ESG reporting"
2024/12/12 GSN Investment Working Group / online Regulatory ESG Update incl. SFDR / CSRD / Taxonomy Reporting 2024
2025/02/26 BAI Webinar / online Solvency 2 Update & TPT 7.0 for Alternative Investments ( Presentation , Slides )
2025/02/02 Luxembourg Meeting for Private Market Investments (LUMPI) / Luxembourg ELTIF for Solvency 2 Investors
2025/04/02 22 German PE Investor Conference / Frankfurt LP Panel Discussion: “Future LP Requirements with regard to Private Equity” ( Link )
2025/05/21 ALFI Roadshow to Frankfurt 2025 / Frankfurt Panel Discussion: “ESG Funds and Liability / Litigation Risks” ( Link )
2025/09/02 VERS Leipzig Investment Working Group / online Solvency II Review 2020 & Consequences for Insurance Investments
2025/09/18 BAI Webinar / online BAI ESG Template 2.0 Update: Art. 8 Taxonomy DA + CSRD/ESRS Reporting for Alternative Investments to Regulated EU Investors ( Presentation , Link )
2025/09/30 Client LP Webinar / online Solvency 2 Analysis and ESG Reporting for a German Private Debt Fund
2025/10/21 GSN Investment Working Group / online Regulatory ESG Update incl. SFDR / CSRD / Taxonomy Reporting 2025
2025/11/11 Client LP Webinar / online ESG Reporting for a German Private Debt Fund
2025/10/30 Client LP Webinar / online Regulations and Risk Management for a German Versorgungswerk Investing in Private Equity Fund of Funds
2025/11/27 BAI ESG Workshop 2025 / Frankfurt Roundtable "Investor Panel on ESG regulation and ESG reporting"
2025/11/25 Private Markets Forum 2025 / Düsseldorf Roundtable "Optimal Access: Platforms, Evergreens, Secondaries, Co-Investments and Joint Ventures"
2026/02/05 BAI Webinar / online Private market benchmarks for portfolio / risk management and regulated institutional investors ( Presentation , Link )
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Date Title Source Serial order
2022/02 Skills gap causes ‘misleading’ SFDR disclosures Ignites Europe ( Link )
2022/02 Deep dive: Credibility on the line Private Debt Investor ( Link )
2021/12 Biodiversity ‘stress tests’ beckon for fund firms Ignites Europe ( Link )
2021/10 Alternative Investments The Practitioner’s Handbook MaGo ( Link )
2021/06 To PAI or not to PAI, that is the question! LinkedIn ( Link )
2020/11 New Product Process for Alternative Assets under Solvency II Absolut Report ( Link )
2020/10 Solvency II - Marketing to insurers in Europe, or how to find the right numbers Invest Europe ( Link )
2020/09 Accounting for Negative Values in the VAG Reporting BAI Newsletter IV/2020 ( Link )
2020/06 Qualifying infrastructure under Solvency II and CRR II, ESG and COVID-19 i3 Institutional Investing in Infrastructure ( Link )
2020/03 Risk Management in times of the Global Coronavirus Crisis Insurance Asset Risk ( Link )
2020/03 Scenario Analysis in the Coronavirus Crisis LinkedIn ( Link )
2019/09 Look-through under the investor regulations Absolut Report ( Link )
2019/05 No Look-Through – No Investment Mehrwert Magazin 2019
2019/04 Major inconsistencies between the TPT 4.0 and QRT S.06.03 (Solvency II Reporting) BAI Newsletter II/2019
2019/03 Alternative Investments under the new Draft Delegated Regulation Versicherungswirtschaft heute / be.in.VALUE
2018/11 SCR benefits for equity investments Versicherungswirtschaft heute / be.in.VALUE
2018/11 Q&A: EC's proposals on reduced capital charge for qualifying unrated debt Insurance Asset Risk ( Link )
2018/11 Demystifying Solvency II’s latest regulations Private Equity International ( Link )
2018/02 Smart ledgers (aka Blockchain) & Alternative Investments Investment Management Review Magazine ( Link )
2018/01 FAQ: investing in infrastructure under Solvency II Insurance Asset Risk ( Link )
2017/11 What does “qualifying infrastructure” mean? Versicherungswirtschaft heute
2017/09 Qualifying Infrastructure Investments for German insurance investors – new rules & implications for practice Absolut Spezial – Real Assets ( Link )
2017/11 Structuring of Alternative Investments for reducing the Solvency Capital Requirement considering the Look-Through Approach under Solvency II Recht der Finanzinstrumente ( Link )
2017/05 How to structure a Qualifying Infrastructure Fund Infrastructure Investor ( Link )
2017/04 Qualifying Infrastructure Investments for German insurance investors Absolut Report ( Link )
2016/10 Alternative Investments, Insurance Investors and Third Party AIFM: Cooperations create new languages and opportunities Portfolio institutionell
2016/02 Proportionality in light of profit optimization Versicherungswirschaft
2022/06 Clarifications on the ESAs’ Draft RTS under SFDR LinkedIn ( Link )
2022/06 ESMA's Supervisory Briefing re SFDR / Taxonomy Disclosures LinkedIn ( Link )
2022/05 EU COM’s QnA on SFDR & Taxonomy LinkedIn ( Link )
2022/09 EET – was ist das EET und wer braucht es überhaupt? Private Banking Magazin ( Link )
2022/12 Was beim European ESG Template (EET) beachtet werden muss Private Banking Magazin ( Link )
2022/10 ESG: scientific expertise needed to counter 'competence greenwashing' Ignites Europe ( Link )
2023/04 Comment: Timberland as a potential investment class in light of Solvency II : Insurance Asset Risk Insurance Asset Risk ( Link )
2023/05 Sonderausgabe: DE-Risking von Pensionszusagen / Interview mit Natural Capital dpn Magazin ( Link )
2023/09 SOF Publication: Principal Adverse Impact (PAI) KPIs for Alternative Investments under SFDR Insurance Asset Risk ( Link )
2023/03 How regulation is affecting sustainable investment Private Debt Investor ( Link )
2023/09 Viele Zielfonds liefern PAI-Daten – doch es gibt Unterschiede Private Banking Magazin ( Link )
2023/10 PAI-Kennzahlen für Real Assets teils sinnlos Handelsblatt ( Link )
2024/08 Haftpflicht, Hausrat, Bäume pflanzen. Wie Versicherungen nachhaltiger werden wollen Nordwest-Zeitung ( Link )
2024/09 SOF ESG / PAI Research for Illiquid Assets (2023) SOF Website ( Link )
2024/09 2024: ESG Indicators (PAIs) Reach New Data Quality Heights for Alternative Investments (2024) Insurance Asset Risk ( Link )
2024/10 Darum ist die Erhebung von regulatorischen ESG-Daten für alle Fondsmanager ratsam Private Banking Magazin ( Link )
2024/12 SOF PAI Validation Framework for Alternative Investment Portfolios under SFDR and CSRD BAI Newsletter VI 2024 “ESG & Impact Investing” ( Link )
2025/03 ESG Investor Reporting for Private Markets Absolut Private ( Link )
2025/05 Infrastructure Report Germany 2025 BAI Market Study ( Link )
2025/06 Private equity despite the crisis Dpn 4/25 ( Link )
2025/07 Boomerang-Effekt bei Taxonomie-Erleichterungen Tagesspiegel Background 24/7/2025 ( Link )
2025/09 Gemischtes Investoren-Feedback zum Solvency II Review portfolio institutionell 12/9/2025 ( Link )
2025/10 Warum Fondsmanager auch 2025 ESG-Daten sammeln müssen Private Banking Magazin ( Link )
2025/10 CFA UK Event “Sustainable regulations in flux: What investors need to know now” / London Roundtable “Reporting under pressure: Getting ready for UK & EU shifts.” ( Link )
2025/10 Comment: ESG data continuously improving despite the ESG backlash Insurance Asset Risk ( Link )
2025/11 Standardisiertes und anlageklassenübergreifendes ESG-Scoring für Asset Manager in Private Markets Absolut Private ( Link )
2025/12 SOF PAI Validation Framework 2024 for Alternative Investment Portfolios under SFDR and CSRD BAI Newsletter VI 2025 “ESG & Impact Investing” ( Link )
2026/04 CFA UK Podcast / online Episode 91: Navigating ESG Reporting in Private Markets ( Link )
2026/03 GSN Investment Working Group / online Regulatory ESG Update incl. Solvency 2 / SFDR 2.0 / CSRD / Taxonomy Reporting 2026
2026/07 Funds in 15 Minutes Podcast | Diesmal mit Jegor Tokarevich Liquid trifft illiquid: Wie Reporting und RegTech den Fondsmarkt neu sortieren ( Link )
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Working Group Content
FinDatEx Solvency II Ongoing development of the Tripartite Template (TPT) as an "active member"
BVI Banking Reporting Ongoing development of guidance with regard to the CRR reporting
BAI ESG Reporting Working Group Co-heading the ESG Reporting working Group incl. development of the BAI Art. 8 Taxonomy / CSRD+ESRS Template as well as providing BAI feedback re EET to FinDatEx
BAI Principal Adverse Impact (PAI) Roundtables Moderating BAI PAI Roundtables and developing a best practices guidance for the PAI calculation for alternative asset classes
GSN Investment Working Group / online Regulatory ESG updates and technical discussions about SFDR / PAIs / EETs, CSRD / ESRS / Taxonomy / BAI Template