Digital library on sustainable finance

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TITLE Winning Climate Strategies: Practical Solutions and Building Blocks for Asset Owners from Beginner to Best Practice
AUTHOR Asset Owners Disclosure Project
PUBLISHED Jun 2018
LANGUAGES EN 
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Summary

Based on interviews with 22 leading asset owners, this report explores the current best practices landscape, identifies barriers, and presents a framework of ten building blocks for other asset owners introducing and developing climate strategies. Our discussions covered a range of themes including the Task Force on Climate-related Financial Disclosures (TCFD) framework, culture, purpose, education, engagement, investment strategies, barriers, priorities looking forward, and practical advice for other asset owners. 

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TITLE Switzerland implements the 2030 Agenda for Sustainable Development
AUTHOR Swiss Federal Council
PUBLISHED Jun 2018
LANGUAGES DE  FR  IT  EN 
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Summary

The report shows that Switzerland has already firmly established the UN's Sustainable Development Goals in its policies, although challenges still remain. It is in Switzerland's interests to contribute to the financing of sustainable development – through its official development assistance, but increasingly through strategic partnerships and the mobilisation of private resources for sustainable development.

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TITLE Foundations of ESG Investing. Part 4: Integrating ESG into Factor Strategies and Active Portfolios.
AUTHOR MSCI
PUBLISHED Jun 2018
LANGUAGES EN 
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Summary

In part 4 of the paper, the authors analyze extend their analysis of ESG integration across various types of equity protfolios to factor-based and active allocations. The chapter explores how asset owners and asset managers effectively integrate ESG into factor-based and actively managed allocations.

 

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Foundations of ESG Investing Integrating ESG into Passive Institutional Portfolios (pdf 972.8 kB)
TITLE Baseline assessment of Switzerland serving as basis for the country report 2018
AUTHOR Swiss Federal Council
PUBLISHED Jun 2018
LANGUAGES DE  FR  IT  EN 
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Summary

Switzerland was actively involved in developing and shaping the 2030 Agenda and its 17 goals. The goals can be achieved only through a concerted effort by the international community and the participation of all important stakeholders. Switzerland is ready to do its bit, both at a global level and through concrete measures domestically.

The present report is the first comprehensive review of the current status of implementation of the 2030 Agenda (baseline assessment) from the perspective of the Federal Administration. It documents achievements and successes and identifies challenges.

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TITLE Money, Millennials and Human Rights: Sustaining ‘Sustainable Investing’
AUTHOR John G. Ruggie and Emily K. Middleton
PUBLISHED Jun 2018
LANGUAGES EN 
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Summary

This paper charts the rise in interest towards ESG investing. At the same time, the authors warn that the challenge facing ESG investing is the lack of standardisation and the mixed quality of information of all three domains, especially the S domain. By drawing on internationally recognized human rights standards, the S can be strenthend, thereby improving the robustness and comparability of ESG aggregations.

The publication is aimed at investors, issuers, and human rights advocates alike.

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TITLE Financing 100% Renewable Energy for All in Tanzania
AUTHOR World Future Council
PUBLISHED Jun 2018
LANGUAGES EN 
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Summary

This Climate Finance Policy Brief aims to demonstrate how new finance tools that build on the mandate of central banks can help the Tanzanian government to overcome these challenges. Thereby, Tanzania can not only harvest the first mover advantage, but also pioneer implementation of the Paris Agreement and Agenda 2030, particularly SDG7.

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TITLE European Asset Allocation Survey 2018
AUTHOR Mercer
PUBLISHED Jun 2018
LANGUAGES EN 
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Summary

The 16th edition of Mercer’s European Asset Allocation Report gathered information from institutional investors across 12 countries, reflecting total assets of around €1.1 trillion. The survey revealed that more European pension funds are considering the investment risks posed by climate change. 

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TITLE Green Lending. A Practioner's Guide for Financial Institutions.
AUTHOR Global Climate Partnership Fund
PUBLISHED Jun 2018
LANGUAGES EN 
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Summary

There is substantial growth potential for green lending, also in developing countries where energy demand is growing at the fastest rate. To access it, however, it is essential to understand how green lending works and what is needed to promote it. To support partner institutions in this endeavor, GCPF presents a practical guide for practitioners.

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GCPF_Green_lending_Booklet_for_Banks_WEB_EN (pdf 866.0 kB)
TITLE Geldanlagen und Investoren hinterfragen
AUTHOR Susanne Bergius
PUBLISHED Jun 2018
LANGUAGES DE 
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Summary

Das Buch „Geldanlagen und Investoren hinterfragen - Finanzen als Hebel für eine zukunftsfähige Ökonomie und Gesellschaft“ geht auf die Fragen ein welche Bedeutung nachhaltige Geldanlagen und verantwortliche Kapitalanlagen für Gesellschaften und Ökonomien haben, und warum sich Journalistinnen und Journalisten damit befassen sollten. Die Autorin gibt unter anderem Anhaltspunkte dafür, wie man bei Recherchen, in Pressekonferenzen und Interviews andere, neue Fragen stellen kann. 

Das PDF ist für 16 Euro erhältlich und die Erträge aus dem Verkauf fließen in die Arbeit des gemeinnützigen Netzwerk Weitblick e.V.

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TITLE Foundations of ESG Investing Part 2: Integrating ESG into Benchmarks
AUTHOR MSCI
PUBLISHED May 2018
LANGUAGES EN 
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Summary

In Part 2 of this paper, MSCI examines four key criteria for an index that serves as a benchmark, whether at the total portfolio level or for individual allocations. They test whether ESG indexes can be used for these purposes, using a “best-in-class” approach index that selects index constituents with strong ESG ratings and an index with a re-weighting methodology that relies on ESG ratings and changes in ESG ratings. While not indicative of future performance, these ESG indexes enhanced risk reduction and led to better risk-adjusted returns during the study period. While the best-in-class methodology had stronger ESG characteristics than the tilted approach, the former had a narrower investment universe.

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TITLE Got it Covered? Insurance in a changing climate
AUTHOR Asset Owners Disclosure Project
PUBLISHED May 2018
LANGUAGES EN 
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Summary

This survey utilises the framework provided by the Task Force on Climate-related Financial Disclosures (TCFD) to benchmark responses from the world’s 80 largest insurers to the AODP survey on climate-related risks and opportunities. As such, the organisation hopes to contribute to the debate surrounding the role of the insurance sector in addressing climate change, resulting in real improvements across the sector. The survey also offers recommendations to both regulators and insurers.

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TITLE Sailing from different harbours G20 approaches to implementing the recommendations of the Task Force on Climate-related Financial Disclosures
AUTHOR Cambridge Institute for Sustainability Leadership (CISL)
PUBLISHED May 2018
LANGUAGES EN 
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Summary

This analysis reviews the progress made by the national regulatory agencies of G20 members in making the recommendations relevant to their national contexts. It considers actions taken by the national (and international in the case of the EU) regulatory authorities in underlining the relevance, and taking steps towards potential implementation, of the TCFD recommendations.

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TITLE Implementing the TCFD recommendations: a guide for asset owners
AUTHOR Principles for Responsible Investment (PRI)
PUBLISHED May 2018
LANGUAGES EN 
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Summary


Asset owners will need high-quality and timely data on climate-related risks to help guide them through the energy transition. The FSB Taskforce on Climate–Related Financial Disclosures (TCFD) provide a global framework to translate non-financial information into financial metrics. The TCFD has been endorsed by over 238 companies, including 150 financial institutions representing a combined market capitalisation of over US$6 trillion and US$81.7 trillion assets under management. Yet, what would adopting the TCFD recommendations mean in practice for asset owners?

This publication provides technical guidance on:

  • actions for asset owners;
  • example of peer asset owner practice on implementing the TCFD recommendations and reducing exposure to climate risk;
  • questions to engage consultants or fund managers on TCFD;
  • climate scenarios.

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TITLE The Green Bond
AUTHOR Skandinaviska Enskilda Banken AB (SEB)
PUBLISHED May 2018
LANGUAGES EN 
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Summary

This paper gives an overview of the current developments in the Green Bond Market. Following an unbridled winter, the green bond market shifted towards a more tentative pattern of issuance growth through the spring, with brighter growth prospects emerging from some slightly overcast patches by April. The report's 2018 base-case issuance scenario is maintained at USD 175 bn for 2018, with the possibility to surprise to the upside once again and cross to USD 210 bn.

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TITLE Foundations of ESG Investing. Part 3: Integrating ESG into Passive Institutional Portfolios
AUTHOR MSCI
PUBLISHED May 2018
LANGUAGES EN 
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Summary

Part 3 of the research paper series focuses on how ESG can be integrated into passive allocations using MSCI ESG Ratings. While not indicative of future results, the MSCI ESG Ratings provided better risk-adjusted returns from August 2010 to December 2017 than the MSCI ACWI Index. MSCI used existing best-in-class selection-based index methodologies for the creation of hypothetical global and regional passive allocations. In the global and regional allocations, the authors found that ESG integration led to a reduction in risks and an increase in valuations compared to their respective parent index.

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TITLE Directive on Information relating to Corporate Governance
AUTHOR SIX Exchange
PUBLISHED May 2018
LANGUAGES DE  EN 
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Summary

Under the Federal Act on Financial Market Infrastructures and Market Conduct in Securities and Derivatives Trading (FMIA), the Regulatory Board determines what information needs to be published so that investors are able to evaluate the characteristics of securities and the quality of issuers. Internationally recognised standards are taken into account (Art. 35 para. 2 FMIA). The information to be published includes details on the management and control mechanisms at the highest corporate level of the issuer (Corporate Governance).

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TITLE Bedeutung und Stellenwert der OECD-Leitsätze für multinationale Unternehmen in der Schweiz
AUTHOR Herbert Winistörfer, Claus-Heinrich Daub, Seta Thakur, Verena Berger, Marie-Christin Weber
PUBLISHED May 2018
LANGUAGES DE  FR  EN 
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Summary

Um ihrer gesellschaftlichen Verantwortung nachzukommen und Erwartungen von Anspruchsgruppen zu erfüllen, beziehen sich Unternehmen häufig auf international akzeptierte und legitimierte CSR-Standards. Unter diesen Standards nehmen die OECD-Leitsätze für multinationale Unternehmen eine besondere Stellung ein. Durch die nationalen Kontaktpunkte (NKP) - in der Schweiz das Staatssekretariat für Wirtschaft (SECO) -  und ein entsprechendes Beschwerdeverfahren, verfügen die Leitsätze über eine einzigartige hoheitliche Komponente.

Mit der nachfolgenden Studie wollen das SECO sowie die DEZA den Stellenwert der OECD-Leitsätze und des NKPs für Schweizer Unternehmen ermitteln. Zugleich wurden Informationen über den Bedarf an Unterstützung für Unternehmen bei der Umsetzung der OECD-Leitsätze erhoben.

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OECD_Leitsätze_Brochure_DE (pdf 3.9 MB)
OECD_Principes_Directeurs_Guide_FR (pdf 9.3 MB)
OECD_Guidelines_Brochure_EN (pdf 4.8 MB)
TITLE Swiss Sustainable Investment Market Study 2018
AUTHOR Swiss Sustainable Finance (SSF)
PUBLISHED May 2018
LANGUAGES DE  FR  EN 
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Summary

This is the first time Swiss Sustainable Finance (SSF) provides its own comprehensive market overview of sustainable investments in Switzerland. The study highlights the growing importance of sustainability within the Swiss financial community and sheds more light on the background and drivers for this development.The market study also includes case studies from two large asset owners (Migros Pension Fund and Geneva Cantonal Pension Fund CPEG), interviews from the Federal Office for the Environment (FOEN) and the State Secretariat for International Finance (SIF), and a comprehensive chapter on regulatory issues applying to Switzerland as well as globally. 

The full report is available in English and summaries in German and French.

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TITLE How to invest in the low-carbon economy: an institutional investor's guide
AUTHOR Principles for Responsible Investsment (PRI)
PUBLISHED May 2018
LANGUAGES EN 
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Summary

This guide highlights the investment strategies available to investors in their efforts to align their investment portfolios with a lower carbon, more climate-resilient economy. It is designed for investors that have developed (or are in the process of building) their climate-related policies and processes, and are moving to implement them (particularly, the implications for investment allocations).

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TITLE Water risks and financial market
AUTHOR South Pole
PUBLISHED May 2018
LANGUAGES EN 
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Summary

This study, developed by South Pole for the Swiss Government, explores the importance of water risks for the overall economy and the financial system and reviews the availability of data, models, tools and studies to assess the impacts of water risks on the real economy and the financial market .

In addition to the risk perspective, this study also explores, if there are alignment strategies, thus investment strategies aiming at contributing to international water goals or scientific findings on adequate use of water.

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Water_risks_and_financial_market_2018 (pdf 1.2 MB)
TITLE Connecting Finance to Natural Capital: a supplement to the natural capital protocol
AUTHOR UNEP FI, Natural Capital Coalition, Natural Capital alliance, VBDO
PUBLISHED Apr 2018
LANGUAGES EN 
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Summary

This Supplement is based on the framework of the Natural Capital Protocol, a standard decision-making process written for business, made up of four stages covering ‘why’, ‘what’, ‘how’, and ‘what next’. This document builds on the Protocol, providing sectorspecific guidance to make the Protocol more applicable and practical for financial institutions. It provides a framework for financial institutions to assess the natural capital impacts and dependencies of the entities and portfolios that they support. These impacts and dependencies represent an indirect relationship to natural capital on the part of the financial institution.

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TITLE Recommendations on climate risks to the Swiss National Bank
AUTHOR Klima-Allianz Schweiz
PUBLISHED Apr 2018
LANGUAGES DE  EN 
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Summary

The NGO-coalition Klima-Allianz makes nine recommendations to the Swiss national bank to take into account the Paris agreement in its investment policies. They argue that it is in the interests of both the state and the SNB to analyse the impact of climate change on the security, return and liquidity of the SNB's investments in an integrated manner and to implement the necessary measures.

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TITLE The European Commission Action Plan: An assessment of the reform areas for PRI signatories
AUTHOR Principles for Responsible Investment (PRI)
PUBLISHED Apr 2018
LANGUAGES EN 
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Summary

On 7 March 2018, the European Commission released an action plan for financing sustainable growth. The plan is a response to recommendations from the High-Level Expert Group (HLEG) on Sustainable Finance, which were submitted to the Commission on 31 January 2018. Nine PRI signatories were members of the HLEG. The PRI served as an Observer, providing technical input on many of the recommendations. This report provides an initial assessment of the 10 reform areas outlined in the action plan. The Commission has committed to a timeline for implementation of the reforms, with the first legislative proposals to be published in May 2018. Working towards a sustainable financial system is consistent with the PRI’s Blueprint and Mission. The PRI warmly welcomes the action plan and will continue to work with signatories and the European Commission to support its delivery.

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TITLE Global Trends in Renewable Energy Investment 2018
AUTHOR UNEP, Frankfurt School-UNEP Collaborating Centre & Bloomberg New Energy Finance
PUBLISHED Apr 2018
LANGUAGES EN 
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Summary

The report finds that falling costs for solar electricity, and to some extent wind power, is continuing to drive deployment. Solar power rose to record prominence in 2017, as the world installed 98 gigawatts of new solar power projects, more than the net additions of coal, gas and nuclear plants put together. The solar build-out represented 38% of all the net new generating capacity added (renewable, fossil fuel and nuclear) last year. China accounted for just over half of that new global solar capacity in 2017, and it accounted for 45% of the $279.8 billion committed worldwide to all renewables (excluding large hydro-electric projects).

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TITLE Asset owner strategy guide: How to craft an investment strategy
AUTHOR Principles for Responsible Investment (PRI)
PUBLISHED Apr 2018
LANGUAGES EN 
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Summary

The guide highlights why asset owners should craft a clear and explicit investment strategy. There are a number of financial and sociological trends that have the potential to impact investment portfolios. In order to properly assess current trends such as climate change market volatility, social inequality and cybersecurity, asset owners need to understand their position in the market and the view for the future that they have of their organisation This includes their investment approach, an awareness of how the asset owner industry could change in years to come and how they will interact with their beneficiaries. The guidance also includes recommendations for successfully implementing a strategy, focusing, amongst other considerations, on how to gain support from the board and senior management before communicating the strategy across the organisation.

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