Digital library on sustainable finance

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TITLE Swiss Microfinance & Impact Investments Report
AUTHOR Symbiotics & SECO
PUBLISHED Oct 2019
LANGUAGES EN 
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Summary

This paper reviews the evolution of private-sector development finance in Switzerland from 2010 to 2018. It analyzes the contribution of Swiss managers specialized in impact investing towards the financing of Sustainable Development Goals (SDGs), focusing on the historical growth of their assets under management and the variety of products on offer.

The report is a follow up to the Swiss Microfinance Investments Report 2015 published by Symbiotics.

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TITLE Protecting our World Heritage, Insuring a Sustainable Future
AUTHOR UNEP Principles for Sustainable Insurance Initiative & WWF
PUBLISHED Oct 2019
LANGUAGES EN 
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Summary

This first-ever global insurance industry guide highlights the increasingly important role that the industry needs to play in protecting World Heritage Sites.

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TITLE Insuring a Low-Carbon Future. A practical guide for insurers on managing climate-related risks and opportunities
AUTHOR ShareAction
PUBLISHED Sep 2019
LANGUAGES EN 
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Summary

Based on interviews with 14 proactive insurers, this report explores how climate awareness is being integrated into underwriting, investment, and group-wide risk management practices. In addition to exploring common barriers, this report also presents a practical framework of eight building blocks relevant for insurers introducing and developing climate strategies.

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TITLE Financing the Low-carbon Future. A private-sector view on mobilising climate finance
AUTHOR Climate Finance Leadership Initiative
PUBLISHED Sep 2019
LANGUAGES EN 
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Summary

The Climate Finance Leadership Initiative (CFLI) was launched in January 2019 in order to accelerate private sector investment for climate solutions. The seven founder members have published this report “Financing the Low-Carbon Future” which examines the challenges and potential solutions to delivering the necessary financing for a sustainable low-carbon economy.

The report highlights five factors that are hampering progress:

  • Proven investment models are not replicated at scale.
  • Risks in emerging markets constrain low-carbon investments.
  • Many low-carbon investments in key emitting sectors are not yet profitable.
  • The transition from carbon-intensive business models may create financial and social risk.
  • There is a lack of tools and incentives to align portfolios with a low-carbon future.

Download

Financing the Low-Carbon Future (pdf 9.4 MB)
TITLE Aggregate Confusion: The Divergence of ESG Ratings
AUTHOR Florian Berg, Julian Kölbel and Roberto Rigobon
PUBLISHED Aug 2019
LANGUAGES EN 
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Summary

This paper investigates the divergence of environmental, social, and governance (ESG) ratings between five prominent rating agencies. The paper traces the disagreement of ESG categories and decomposes the overall divergence into three sources: Scope divergence related to the selection of different sets of categories, measurement divergence related to different assessment of ESG categories, and weight divergence related to the relative importance of categories in the computation of the aggregate ESG score.

The authors find that measurement divergence explains more than 50 percent of the overall divergence. Scope and weight divergence together are slightly less important. The results allow investors, companies, and researchers to understand why ESG ratings differ.

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TITLE Act ESG: Closing the ESG knowledge gap
AUTHOR Vontobel Asset Management
PUBLISHED Aug 2019
LANGUAGES EN 
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Summary

This study by Vontobel Asset Management commissioned a survey of 4,600 people in 14 countries to find out what they think about sustainable investing. The survey found that although investors follow sustainable principles in their daily lives, their awareness of sustainable investment opportunities remains limited.

Regional case studies for DACH, Germany, Italy, Spain, Switzerland and the United Kingdom can be accessed here (scroll down).

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TITLE IFZ/AMP Asset Management Study 2019
AUTHOR Institut für Finanzdienstleistungen/ Asset Management Plattform Switzerland
PUBLISHED Aug 2019
LANGUAGES EN 
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Summary

Based on a survey conducted among asset managers operating in Switzerland, the IFZ/AMP Asset Management Study 2019 provides an overview of the scope and breadth of the Swiss asset management industry, capturing the facts, current industry dynamics as well as the most important challenges and opportunities faced by Swiss-based asset managers. Moreover, in the context of a PEST analysis, the political, economic, social, and technological environment is analyzed with the aim to highlight the most important developments affecting the industry.

Among other findings, the analysis showed that Swiss-based asset managers see large opportunities in sustainable investments .

An executive summary can be download in German and French.

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TITLE Green Finance Strategy
AUTHOR UK Government
PUBLISHED Jul 2019
LANGUAGES EN 
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Summary

This UK strategy recognises the role of the financial sector in delivering global and domestic climate and environmental objectives. It sets out the proposals for green finance at the heart of delivering the UK’s Clean Growth Strategy, 25 Year Environment Plan and Industrial Strategy, and how the proposals support the UK’s economic policy for strong, sustainable and balanced growth

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TITLE WWF Rating des Österreichischen Retailbankings 2018/2019
AUTHOR WWF Österreich
PUBLISHED Jul 2019
LANGUAGES DE 
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Summary

In dieser Studie hat der WWF Österreich gemeinsam mit der Ratingagentur ESG Plus die zehn größten österreichischen Retailbanken untersucht. Unternehmensführung, Sparen und Anlagen sowie Kredite und Finanzierungen wurden auf konkrete Aktivitäten im Bereich Nachhaltigkeit analysiert und bewertet. Das Ergebnis zeigt, dass den 10 größten Akteuren des österreichischen Bankwesens eine klare Vision fehlt, um eine sichere und erstrebenswerte Zukunft für Österreich und den Planeten mitzugestalten. 

Eine Kurzfassung der Studie finden Sie hier, die Vollversion kann via untenstehendem Link geöffnet werden.

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TITLE Practitioner Roundups Special Issue: Can Finance Make the Planet Greener?
AUTHOR Swiss Finance Institute
PUBLISHED Jul 2019
LANGUAGES DE  FR  IT  EN 
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Summary

The international community set itself the goal of limiting the rise in global warming to 2°C by 2100. To reach this target, societies must rethink and transform the way they operate, especially with regard to carbon dioxide emissions. Can finance help the world rise to the challenge?

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TITLE Best Practice Principles for Providers of Shareholder Voting Research & Analysis 2019
AUTHOR The BPP Group
PUBLISHED Jul 2019
LANGUAGES EN 
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Summary

The new edition of the Best Practice Principles for Shareholder Voting Research & Analysis was launched in July 2019, after a two-year consultation period by the group of five firms that sponsor them.

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TITLE Principles for Responsible Banking: Key Steps to be Implemented
AUTHOR Principles for Responsible Banking (PRB)
PUBLISHED Jul 2019
LANGUAGES EN 
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Summary

This document details the key steps regarding impact analysis, target setting & implementation, and accountability a bank needs to take to ensure the effective implementation of the Principles for Responsible Banking.

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TITLE Principles for Responsible Banking: Signatory Document
AUTHOR Principles for Responsible Banking (PRB)
PUBLISHED Jul 2019
LANGUAGES EN 
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Summary

This document sets out the 6 Principles and the preamble of the Principles for Responsible Banking (PRB) .

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TITLE Internal Carbon Pricing for Low-Carbon Finance
AUTHOR Navigant, The Generation Foundation and CDP
PUBLISHED Jul 2019
LANGUAGES EN 
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Summary

This briefing paper aims to help investors and banks understand how they could use Internal Carbon Pricing (ICP) in their decision-making, specifically for their investment and lending practices.

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TITLE Macroeconomic and financial stability: Implications of climate change
AUTHOR Network for Greening the Financial System (NGFS)
PUBLISHED Jul 2019
LANGUAGES EN 
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Summary

This document is a technical supplement to the April 2019 NGFS Comprehensive report. The supplement provides an overview of existing approaches for quantitatively assessing climate-related risks and identifies key areas for further research. It also sets out a menu of options for central banks and supervisors to assess the risks.

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TITLE Swiss Sustainable Investment Market Study 2019
AUTHOR Swiss Sustainable Finance (SSF)
PUBLISHED Jun 2019
LANGUAGES DE  FR  EN 
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Summary

In the 2019 edition of the Swiss Sustainable Investment Market Study, SSF provides in-depth insights into recent market developments. The study reveals a sharp increase in the total volume of sustainable investments, again highlighting the growing importance of sustainability in the Swiss financial industry.

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

Link

TITLE Central banks and climate change
AUTHOR Official Monetary and Financial Institutions Forum (OMFIF)
PUBLISHED Jun 2019
LANGUAGES EN 
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Summary

The Official Monetary and Financial Institutions Forum (OMFIF) publishes several reports a year, covering key themes in current economic and financial issues. In this edition, OMFIF discusses the increasing attention that Central Banks are giving to climate change.

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TITLE Handbook Harmonized. Framework for Impact Reporting
AUTHOR The Green Bond Principles (GBP) and International Capital Market Association (ICMA)
PUBLISHED Jun 2019
LANGUAGES EN 
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Summary

This handbook brings together in one publication a series of impact reporting frameworks for eligible green categories covering several sectors, released since 2017: Sustainable Water and Wastewater Management Projects, Sustainable Waste Management and Resource-Efficiency Projects, Clean Transportation Projects and Green Building Projects.

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TITLE Guidance Handbook
AUTHOR The Green Bond Principles (GBP), The Social Bond Principles (SBP), The Sustainability Bond Guidelines (SBG), International Capital Markets Association (ICMA)
PUBLISHED Jun 2019
LANGUAGES EN 
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Summary

Since the original publication of the Green Bond Principles (GBP), and the subsequent releases of the Social Bond Principles (SBP) and Sustainability Bond Guidelines (SBG), market participants have sought additional information on how to interpret these principles especially for its practical application for transactions, as well as in the context of market developments and complementary initiatives.

In order to further enhance the accessibility of information on these topics, a compendium of the Q&A in a “Guidance Handbook” has been published, organised thematically around 5 sections: Fundamentals, Governance & Membership, Core Components of the GBP/SBP, Market and Technical Issues and Other Market and Official Sector Initiatives. .

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TITLE 2019 Annual Impact Investor Survey
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED Jun 2019
LANGUAGES EN 
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Summary

The ninth edition of the Annual Impact Investor Survey demonstrates the increasing scale and maturity of the impact investing industry. The report draws on responses from 266 leading impact investing organizations from around the world, including: fund managers, foundations, banks, development finance institutions, family offices, permanent investment companies, pension funds, and others. These respondents collectively manage USD 239 billion, a subset of the total USD 502 billion in the market.

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TITLE ESG integration in Asia Pacific: markets, practices and data
AUTHOR CFA Institute and PRI
PUBLISHED May 2019
LANGUAGES EN 
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Summary

This best practice report contains guidance on ESG integration in equity and fixed income investments and case studies on how ESG integration is “done” by leading practitioners. 

This report focuses on the current state of ESG integration in the APAC region. Other regional reports focus on the Americas and the EMEA region.

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TITLE Making Finance Serve Nature
AUTHOR Finance Watch
PUBLISHED May 2019
LANGUAGES EN 
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Summary

Finance Watch has published a landscape paper on natural capital and ecosystem services, mapping the efforts made so far in conservation finance and suggests some policy ideas ahead of the 2020 COP, with the aim to mainstream the the natural capital approaches in financial systems.

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TITLE Global Sustainable Investment Review 2018
AUTHOR Global Sustainable Investment Alliance
PUBLISHED Apr 2019
LANGUAGES EN 
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Summary

The Global Sustainable Investment Review 2018, the fourth edition of this biennial report, collates the results from the market studies of regional sustainable investment forums from Europe, the United States, Japan, Canada, and Australia and New Zealand. It provides a snapshot of sustainable investing in these markets at the start of 2018 by drawing on the in-depth regional and national reports from GSIA members—Eurosif, Japan Sustainable Investment Forum (JSIF), Responsible Investment Association Australasia, RIA Canada and US SIF.

This report also includes data on the African sustainable investing market, from the African Investing for Impact Barometer, and on Latin America from the Principles for Responsible Investment.

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TITLE Sizing the Impact Investing Market
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED Apr 2019
LANGUAGES EN 
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Summary

The Global Impact Investing Network’s Sizing the Impact Investing Market report provides an in-depth analysis of the current size and composition of the impact investing market. The GIIN estimates the current size of the global impact investing market to be $502 billion.

Based on the collation of AUM data on more than 1,300 impact investors around the world, this research also underscores the diversity of the market, capturing data from many types of investors. These include asset managers, foundations, banks, development finance institutions, family offices, pension funds, insurance companies, and others.

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TITLE A call for action. Climate change as a source of financial risk
AUTHOR Network for Greening the Financial System (NGFS)
PUBLISHED Apr 2019
LANGUAGES EN 
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Summary

In its first comprehensive report  the Network for Greening the Financial System (NGFS) provides six recommendations for central banks, supervisors, policymakers and financial institutions to enhance their role in the greening of the financial system and the managing of environment and climate-related risks.

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Showing 1 - 25 of 397 Reports

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