Raffles Legacy Learning
A Principled Approach to Sustainable Investing
Aligning your family’s investments with its values — an integrated, disciplined approach to sustainable, impact and responsible investing for the legacy family.
There is no Planet B.
An emerging principle
of family investing
Fully onlineSelf-pacedOn demandEstimated duration 6–8 weeks
Course overview
Responsible investing has moved on from the old negative screens. Today, leading families take an integrated, principled approach — embedding ethics, environmental impact and social outcomes into every layer of their investment process.
This Core Course gives you the concepts, frameworks and processes to define and implement your family’s own program of sustainable and impact investing. We cover the full lifecycle — from defining types of principled investment, to sourcing and due diligence, to post-investment governance and portfolio management — with a redefined view of “return” that goes beyond the financial to include environmental, social and community impact.
Who will benefit from this course
For families ready to align capital with conviction.
The journey you will take
Seven steps. From principle to portfolio.
By the end of this course you will have a working framework for sustainable investing across your family’s portfolio — the philosophy, the people, the process, and the post-investment disciplines that turn principles into measurable impact.
Click any icon to see what you will learn
Module 01
Supporting course materials
Everything you will get from us to succeed in this course.
Course instructors
What you create here
A complete sustainable investing framework
— principles, process, and portfolio.
By the end of this Core Course you will have built the complete framework for sustainable investing across your family’s capital — from the philosophy of principled investment, to the people and processes that deliver it, to the post-investment governance and portfolio disciplines that hold it together.
The hard side
The frameworks, screens, and quantitative tools of sustainable investing — covering definitions and types of principled investment, sourcing, due diligence criteria, post-investment KPIs, and portfolio-level metrics.
The soft side
The values, principles and conversations that underpin sustainable investing — how the family decides what it stands for, how the rising generation is engaged in shaping the program, and how the family’s capital becomes a credible expression of its beliefs.
Sustainable investing done well is one of the strongest bridges between generations — aligning the family’s capital with its conviction, and giving the rising generation a meaningful seat at the family’s investment table.
Align capital with conviction
Build the principled framework that aligns your family’s investing with its values — and turns conviction into measurable impact.
CHF 2,500
Get it now →Enrollment is open year-round. Access to the CourseBook and templates is immediate.