Sustainable Finance Insights

Advance your approach to sustainable finance

null

As clients and investors’ expectations grow for financial institutions to integrate sustainability considerations such as environment, social and governance (ESG) factors into their lending, investment and product portfolios, navigating this fast-moving space can be a challenge. Sustainalytics supports the world's leading banks and organizations to advance their approach in sustainable finance by providing valuable insights and award-winning expertise into activities that can be considered impactful and material.

Our Solution

Sustainalytics will support the development and refinement of eligible activities that are considered sustainable based on industries and activities of particular relevance to your institution and identify common exclusions. This also entails providing support in mapping environmental and social criteria to relevant UN SDGs. The Eligibility Guide can provide a framework for sustainable financing and product development.

null

Eligibility Guide / Framework Annual Update

  • Sustainalytics can provide annual support to update the eligibility criteria of the published Eligibility Guide to ensure continued development and refinement of the criteria with emergent market practices.
null

Product Review

  • Assist in reviewing new products to ensure that the sustainable finance product is aligned to the Guide.
  • Sustainalytics’ contribution can be mentioned in product material.
null

Annual Transaction Review

  • Sustainalytics can conduct an assessment of the transactions classified as sustainable according to the Eligibility Guide and provide an assurance report.
  • The report can be shown to your investors.

Key Benefits

null

Enable your organization to identify transactions with positive ESG impacts.

null

Offer transparency into the financial institution’s sustainability commitments, organizational goals, and eligible sustainable financing.

null

Provide guidance for allocation reporting to monitor and report on the financial institution’s sustainable finance targets.

null

Inform your desks and broader employee base on how to classify sustainable finance transactions across debt, loans, deposits, and trade finance.

null

Launch and co-brand products with Sustainalytics and build a reputation as a sustainable finance leader.

null

Align with market best practices and meet investor expectations.

Examples of Eligibility Guides codeveloped by Sustainalytics

Sustainalytics has supported the following leading financial institutions build their sustainable banking, lending and finance frameworks.

Why Sustainalytics?

null

A Single Market Standard

Consistent approach to ESG assessments across the investment spectrum.

null

Award-Winning Research and Data

Firm recognized as Best ESG Research and Data Provider by Environmental Finance and Investment Week.

null

End-to-End ESG Solutions

ESG products and services that serve the entire investment value chain.

null

30 Years of ESG Expertise

800+ ESG research analysts across our global offices.

null

A Leading SPO Provider

As recognized by Environmental Finance and the Climate Bonds Initiative.

Register for our banking / lender sustainable finance quarterly round up newsletter

What you as a banking / lending professional can expect in this Quarterly newsletter:

  • Product updates on for example Second party opinions solutions, ESG ratings, methodology changes
  • Content updates
  • Sample of recent work and reports completed by Sustainalytics

Related Insights and Resources

What’s Happening in Sustainable Finance: GSSS Market Rebounds, Sovereign Sustainable Debt, and Much More

Get caught up on developments in the global sustainable finance market. This month, we discuss market performance for the first part of the year, continuing scrutiny of SLBs, and the growing group of sovereigns exploring sustainable debt opportunities.

What Do ESG Ratings Measure? Understanding the Metrics Used to Assess Corporate ESG Performance

In this article we’ll shed some light on what the top-level corporate ESG rating means, and the metrics used to measure corporate ESG performance.

meeting investor expectations ebook

Meeting Investor Expectations Through Corporate ESG Reporting, Planning and AGMs

Investors are increasingly influenced by ESG ratings and companies’ approaches to managing ESG risk. While an annual general meeting (AGM) is an ideal opportunity to communicate company plans around managing these risks, ESG reporting goes beyond an AGM or proxy season. Investors want investing to align with values, but are also looking at risk exposure and management.

Sustainalytics Podcast

ESG In Conversation | How Can Investors Address Biodiversity Loss?

In this episode of ESG in Conversation, we’re exploring the question: how can investors address biodiversity loss? Learn about the urgency of addressing biodiversity loss and the role of good stewardship in effecting positive change.