Digital library on sustainable finance

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TITLE Ready or not? An assessment of sustainability integration in the European banking sector
AUTHOR KPMG & WWF
PUBLISHED Jun 2015
LANGUAGES EN 
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Summary

This report contains an overview of the current approaches and practices of 12 major European banks regarding the integration of environmental and social factors in commercial and investment banking activities.

The survey shows that while the identification and control of environmental and social issues in the core banking practices is becoming more common, the integration of sustainability criteria in lending and investment banking activities still requires significant improvement if banks aim to protect the value of their assets in the short and longer term.

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TITLE Overcoming Barriers to International Investment in Clean Energy
AUTHOR OECD
PUBLISHED Jun 2015
LANGUAGES EN 
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Summary

This report identifies and explains certain barriers (specifically the often mandated local sourcing of jobs, components, or costs) that exist within the solar PV and wind-energy industry and provides policy makers with evidence to guide their decisions when designing clean-energy support policies.

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TITLE Financial market regulation for sustainable development in the BRICS countries
AUTHOR WWF
PUBLISHED Jun 2015
LANGUAGES EN 
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Summary

This report, focused on the BRICS countries, outlines what financial market regulations these emerging market policy-makers have introduced or are considering introducing to manage and mitigate environmental and social risks of investments.

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TITLE Investing in a Time of Climate Change
AUTHOR Mercer
PUBLISHED Jun 2015
LANGUAGES EN 
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Summary

This study helps address the following investor questions:

  • How big a risk/return impact could climate change have on a portfolio, and when might that happen?
  • What are the key downside risks and upside opportunities, and how do investors manage these considerations to fit within their current investment process?
  • What plan of action can ensure an investor is best positioned for resilience to climate change?

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TITLE Sustainable Investments in Switzerland
AUTHOR Forum Nachhaltige Geldanlagen (FNG)
PUBLISHED May 2015
LANGUAGES DE  EN 
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TITLE Swiss team input into the UNEP Inquiry: Design of a Sustainable Financial System
AUTHOR Swiss Federal Office for the Environment (FOEN) with input from various experts from Swiss organisations in the field of sustainable finance
PUBLISHED May 2015
LANGUAGES EN 
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Summary

Swiss team input into the UNEP Inquiry: Design of a Sustainable Financial System

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TITLE Marktbericht nachhaltige Geldanlagen
AUTHOR Forum Nachhaltige Geldanlagen (FNG)
PUBLISHED May 2015
LANGUAGES DE  EN 
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Summary

Annual report produced by FNG surveying sustainable investment in Switzerland across all asset classes and sustainability approaches.    

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TITLE RISIKO, RENDITE – UND WIRKUNG? Die Anlagebereitschaft deutscher Stiftungen und vermögender Anleger für wirkungs-orientiertes Investieren (available in German)
AUTHOR Universität Stuttgart
PUBLISHED Apr 2015
LANGUAGES DE 
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Summary

Wirkungsorientiertes Investieren (WI) bzw. Social Impact Investing (SII) umschreibt eine Möglichkeit für Anleger, zivilgesellschaftliche Verantwortung gezielt und mit messbaren Wirkungen durch ihre Kapitalanlagen wahrzunehmen. Die Studie stützt sich auf qualifizierte Interviews mit Vertretern von Stiftungen (17), mit Family Offices (18) sowie mit vermögenden Einzelpersonen, sog. High Net Worth Individuals (HNWIs) (15).

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TITLE Position paper on corporate social responsibility (CSR)
AUTHOR Swiss Federal Council
PUBLISHED Apr 2015
LANGUAGES DE  FR 
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Summary

On 1 April 2015, the Swiss Federal Council adopted a position paper on corporate social responsibility. It was prepared as part of an interdepartmental process under the aegis of SECO and based on a consultation between the various stakeholders. It has two main goals: 1. Informing companies and their stakeholders about the federal government’s goals and expectations as regards CSR; 2. Providing an overview of the government’s current and future CSR-related activities.

The CSR Position Paper sets out four strategic priorities for the federal government’s activities:

  • Co-developing CSR framework conditions;
  • Raising awareness among and supporting Swiss companies as they implement CSR;
  • Promoting CSR in developing countries and transitional economies;
  • Encouraging transparency in CSR activities.

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TITLE European Responsible Investing Fund Survey 2015
AUTHOR Association of the Luxembourg Fund Industry (ALFI) & KPMG
PUBLISHED Mar 2015
LANGUAGES EN 
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Summary

ALFI published the third edition of the European Responsible Investing Fund Survey produced by KPMG. The survey covers the European responsible investment fund market as at 31 December 2014, including the size of the market, investment categories and the domicile of such funds.

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TITLE From the Stockholder to the Stakeholder: How sustainability can drive financial outperformance (March 2015 update)
AUTHOR Oxford University and Arabesque Partners
PUBLISHED Mar 2015
LANGUAGES EN 
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Summary

Based on more than 190 academic studies, industry reports, newspaper articles, and books, this meta-study showed three compelling arguments.

  • 90% of the studies on the cost of capital show that sound sustainability standards lower the cost of capital of companies
  • 88% of the research shows that solid ESG practices result in better operational performance of firms
  • 80% of the studies show that stock price performance of companies is positively influenced by good sustainability practices

    Based on more than 190 academic studies, industry reports, newspaper articles, and books, this meta-study showed three compelling arguments.

    • 90% of the studies on the cost of capital show that sound sustainability standards lower the cost of capital of companies
    • 88% of the research shows that solid ESG practices result in better operational performance of firms
    • 80% of the studies show that stock price performance of companies is positively influenced by good sustainability practices

Link

TITLE ImpactBase Snapshot: An Analysis of 300+ Impact Investing Funds
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED Mar 2015
LANGUAGES EN 
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Summary

This report provides an in-depth analysis of the impact investment intermediary landscape. Information on topics such as fundraising, fund activity, track record, social and environmental metrics, target returns and more are presented in the report.

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TITLE Global Sustainable Investment Review 2014
AUTHOR Global Sustainable Investment Alliance (GSIA)
PUBLISHED Feb 2015
LANGUAGES EN 
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Summary

This report provides a snapshot of the global market in terms of volume, growth and practice at the start of 2014. It draws on data and insights provided by the members of the GSIA. Each of these members—Eurosif, US SIF, Responsible Investment Association Canada, ASrIA and Responsible Investment Association Australasia—offers in-depth  reports that provide information and analysis, as well as examples, of sustainable investment within their markets.

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TITLE Social Impact Investment: Building the Evidence Base
AUTHOR OECD
PUBLISHED Feb 2015
LANGUAGES EN 
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Summary

This report provides a framework for assessing the social impact investment market and focuses on the need to build the evidence base. The report highlights the importance of further international collaborations in developing global standards on definitions, data collection, impact measurement and evaluation of policies.

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TITLE Financement Vert
AUTHOR Novethic
PUBLISHED Feb 2015
LANGUAGES FR 
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Summary

An assessment of the contribution to green finance of the 32 largest banks and insurance companies in Europe revealed a mixed picture. The amount of classical green projects funded is increasing, but little transparency is given as to the carbon intensity and environmental risks of the total credit portfolios. (study in French)

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TITLE Energy Efficiency - the first fuel for the EU Economy How to drive new finance for energy efficiency investments
AUTHOR Energy Efficiency Financial Institutions Group
PUBLISHED Feb 2015
LANGUAGES EN 
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Summary

The Energy Efficiency Financial Institution Group was established to determine how to overcome the documented challenges to obtaining long-term financing for energy efficiency. Recommendations have been elaborated by the Group over two years, which are summarized in this report.

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TITLE A Guide to Responsible Investment Reporting in Public Equity
AUTHOR UK Pension Funds
PUBLISHED Jan 2015
LANGUAGES EN 
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Summary

This iterative document was the product of a number of roundtable meetings with UK pension funds and open consultation with fund managers and sets out to encourage improvements in the quality of RI reporting for individual mandates.

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TITLE Private Sector Investment and Sustainable Development
AUTHOR UN Global Compact, UNCTAD, UNEP FI, PRI
PUBLISHED Jan 2015
LANGUAGES EN 
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Summary

This paper outlines the role of companies, institutional investors and foundations in contributing to global sustainability goals through their financing strategy and general conduct. Actors in the private sector are driven by sustainability challenges to come up with innovative solutions which need appropriate funding and support. The paper emphasizes the benefits of a well-functioning system to reach sustainable development goals, fostering an innovative and collaborative environment.

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TITLE Règlement sur les placements de la Caisse de prévoyance du personnel de l'Etat
AUTHOR Canton Fribourg
PUBLISHED Dec 2014
LANGUAGES DE  FR 
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Summary

Reglement über die Anlagen der Pensionskasse des Staatspersonal (de) includes the consideration of ESG policies when developing an investment strategy

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TITLE Microfinance Market Outlook 2015: Growth driven by vast market potential
AUTHOR responsAbility Investments AG
PUBLISHED Nov 2014
LANGUAGES DE  EN 
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Summary

The fifth annual Microfinance Market Outlook published by ResponsAbility is available. The 2015 study concludes that the global microfinance market is expected to grow by a further 15-20% in 2015 and examines the potential impacts of changes in interest rates on microfinance investments.

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TITLE Members' Survey: The future of sustainable finance in Switzerland 
AUTHOR Swiss Sustainable Finance (SSF)
PUBLISHED Nov 2014
LANGUAGES EN 
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Summary

SSF members confirmed the positive view on sustainable finance in the first members' survey.

  • A vast majority is convinced that Switzerland will expand its market share in this field in the years to come
  • There is a clear consensus that the sustainable finance market will grow at a double digit rate

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TITLE From the Stockholder to the Stakeholder: How sustainability can drive financial outperformance
AUTHOR Oxford University and Arabesque Partners
PUBLISHED Oct 2014
LANGUAGES EN 
More

Summary

Based on more than 190 academic studies, industry reports, newspaper articles, and books, this meta-study showed three compelling arguments.

  • 90% of the studies on the cost of capital show that sound sustainability standards lower the cost of capital of companies
  • 88% of the research shows that solid ESG practices result in better operational performance of firms
  • 80% of the studies show that stock price performance of companies is positively influenced by good sustainability practices

Link

TITLE European SRI Study 2014
AUTHOR Eurosif
PUBLISHED Oct 2014
LANGUAGES EN 
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Summary

The report highlights the scale of Sustainable and Responsible Investment practices and trends across 13 European countries.

Link

TITLE Stability and Sustainability in Banking Reform: Are Environmental Risks Missing in Basel III?
AUTHOR University of Cambridge Institute for Sustainability Leadership
PUBLISHED Oct 2014
LANGUAGES EN 
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Summary

International Banking regulations (i.e. Basel Capital Accord) have gained much attention in the aftermath of the financial crisis. Simultaneously, interest in environmental risks for banking and their potential systemic impacts are also on the rise. The author highlights some initial programs (i.e. Brazil, China, Peru), where banking regulation and governance practices address environmental risks. This report concludes that the Basel Committee should learn from these experiences and consider reforms to the Basel III Pillar 2 Supervisory Review framework and the Pillar 3 Market Discipline framework, by recognising systemic environmental risks as material risks which can potentially threaten banking stability.

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TITLE Overview of the "Green" Swiss Financial Market
AUTHOR PwC
PUBLISHED Oct 2014
LANGUAGES EN 
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Summary

This report is based on a request of the Swiss Federal Office of the Environment (FOEN). FOEN wants to receive a comprehensive overview of the green and sustainable financial market landscape in Switzerland, based on a desktop research and the experience of PwC subject matter experts.

Overview of the sustainable and ‘green’ financial market in Switzerland:

The financial sector is an important pillar of the Swiss economic system and Switzerland has a long tradition of being a financial centre of global relevance (e.g. it is the number one destination for offshore-wealth). With its supply of money (loans, insurance services, equity and other financial products) the financial sector has a significant direct and indirect impact on the sustainable development of the economy. One of the key findings of this report is that there is a general trend towards sustainable investments in Europe. In Switzerland, the volume of sustainable investments has increased since 2005 by 23 percent on average per year, and this trend is assumed to continue. However, sustainable investments represent a niche and their share of the overall volume in the market is with roughly 4 percent still low. This is surprising as there is evidence (refer to ‘The Added Value of Sustainable Investment’ in this study) that responsible investments create additional values for investors. The market overview revealed that Switzerland is still in a leading position, but that other financial centres are catching up in becoming a hub for sustainable finance. Without influencing the markets by regulations or major incentives, there will not be a very big step towards sustainable finance; rather we will see gradual growth corresponding to the overall worldwide development of sustainable financial markets.

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