The United Nations Environment Programme Finance Initiative (UNEP FI) is a unique global partnership between the United Nations Environment Programme (UNEP) and the global financial sector. UNEP FI works closely with over 200 financial institutions who are Signatories to the UNEP FI Statements, and a range of partner organizations to develop and promote linkages between sustainability and financial performance. Through peer-to-peer networks, research and training, UNEP FI carries out its mission to identify, promote, and realise the adoption of best environmental and sustainability practice at all levels of financial institution operations.
S&P Global is the world’s foremost provider of credit ratings, benchmarks and analytics in the global capital and commodity markets, offering ESG solutions, deep data and insights on critical economic, market and business factors. We’ve been providing essential intelligence that unlocks opportunity, fosters growth and accelerates progress for more than 160 years. Our divisions include:
- S&P Global Ratings, which provides credit ratings, research and insights essential to driving growth and transparency.
- S&P Global Market Intelligence, which provides data and insights into companies and markets so that business and financial decisions can be made with conviction.
- S&P Dow Jones Indices, the world’s largest resource for iconic and innovative indices, which helps investors pinpoint global opportunities.
- S&P Global Platts, which equips customers to identify and seize opportunities in energy and commodities, stimulating business growth and market transparency.
For more information, visit www.spglobal.com.
ERM is the largest global pure play sustainability consultancy, ERM partners with the world’s leading organizations, creating innovative solutions to sustainability challenges and unlocking commercial opportunities that meet the needs of today while preserving opportunity for future generations.
ERM’s diverse team of over 5,500 world-class experts in over 150 offices in more than 40 countries supports clients across the breadth of their organizations to operationalize sustainability. Through ERM’s deep technical expertise clients are well positioned to address their environmental, health, safety, risk and social issues.
For more information, please visit www.erm.com
Persefoni is a SaaS company that enables enterprises and institutional investors to measure, analyze, plan, forecast, and report on their carbon footprint. The Persefoni platform provides users contextual sustainability performance scores for their organization and enables them to manage their carbon transactions and inventory with the same rigor as their financial ones. Built for both reporting companies and institutional investors, Persefoni is a complete carbon accounting and management system.
Founded in 2010, EVBox Group empowers forward-thinking businesses to build a sustainable future by providing flexible and scalable electric vehicle charging solutions. With its extensive portfolio of commercial and ultra-fast EVBox charging stations, as well as scalable charging management software engineered by Everon, EVBox Group ensures that electric mobility is accessible to everyone. EVBox Group is a leader in R&D, with facilities across Europe and North America developing groundbreaking electric vehicle charging technology. With offices across the globe, including Amsterdam, Bordeaux, Munich, and Chicago, and strong foundations in dozens of markets, EVBox Group is working to shape a sustainable future of transportation.
AWS – Data Exchange
Breckinridge Capital Advisors
Breckinridge Capital Advisors is a Boston-based, independently owned asset manager specializing in investment grade fixed income portfolio management.
What Sets Us Apart:
- Independent Asset Manager
- Integrated Fundamental & ESG Research
- A Decade of Sustainability
- Strong belief in customized separate accounts
- Continuous emphasis on innovation
Working through a network of investment consultants and advisors, we serve a wide variety of clients ranging from high net worth individuals to large institutions. Breckinridge’s assets under management totaled more than $46 billion as of June 30, 2021.
Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp. We believe these designations help us in our goals to create positive, long-term impact for our clients, employees and the communities in which we live, work and invest.
Clarity AI provides a tech platform for investors to manage the impact of their portfolios, leveraging big data and machine learning.
Clarity AI’s value proposition is composed of 3 main pillars:
- Data. The largest and most reliable database of environmental and social impact data (~30k companies, 198 countries, 187 local governments, 200k+ funds), by combining both structured and unstructured data, applying reliability algorithms and complementing them with estimated data.
- Ratings. Societal / environmental impact and sustainability modules (ESG Risk, ESG Impact, UN SDGs, Climate, Impact of products and services) and proprietary methodologies, including market leading Regulatory Solutions for EU Taxonomy and SFDR reporting. Additionally, our software tool allows for rating customization and reporting based on client’s methodologies and impact preferences.
Tools. A technology platform that enables seamless sustainability analysis and reporting of investment portfolios.
Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide help investors to make important credit judgments with confidence.
Fitch Group is a global leader in financial information services with operations in more than 30 countries.
Fitch Group is comprised of: Fitch Ratings, a global leader in credit ratings and research; Fitch Solutions, a leading provider of credit market data, analytical tools and risk services; BMI Research, an independent provider of country risk and industry analysis specializing in emerging and frontier markets; and Fitch Learning, a preeminent training and professional development firm. With dual headquarters in London and New York, Fitch Group is owned by Hearst.
Impax, adviser to the Pax World Funds, is a specialist asset manager, with £34.4bn / US$47.6bn as of 30 June 2021 in both listed and private markets strategies, investing in the opportunities arising from the transition to a more sustainable global economy. Impax believes that capital markets will be shaped profoundly by global sustainability challenges, including climate change, pollution and essential investments in human capital, infrastructure and resource efficiency. These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt. The company seeks to invest in higher quality companies with strong business models that demonstrate sound management of risk. Impax offers a well-rounded suite of investment solutions spanning multiple asset classes seeking superior risk-adjusted returns over the medium to long term. Impax has ca. 200 staff across six offices in the United Kingdom, the United States, Ireland and Hong Kong, making it one of the investment management sector’s largest investment teams dedicated to sustainable development.
About Qontigo — Optimizing Impact™
Qontigo is a leading global provider of innovative index, analytics and risk solutions that optimize investment impact. As the shift toward sustainable investing accelerates, Qontigo enables its clients—financial-products issuers, capital owners and asset managers—to deliver sophisticated and targeted solutions at scale to meet the increasingly demanding and unique sustainability goals of investors and asset owners worldwide.
Qontigo’s solutions are enhanced by both our collaborative, customer-centric culture, which allows us to create tailored solutions for our clients, and our open architecture and modern technology that efficiently integrate with our clients’ processes.
Part of the Deutsche Börse Group, Qontigo was created in 2019 through the combination of Axioma, DAX and STOXX. Headquartered in Eschborn, Germany, Qontigo’s global presence includes offices in New York, London, Zug and Hong Kong.
Riskthinking.AI develops standards, regulator-ready data, and analytics to enable forward-looking, climate risk management stress-testing software. Our implementations are based on the latest science and algorithms that automate consistent, scenario-generation.
Our solutions include:
A comprehensive, consistent, and science-based Data Exchange that provides subscribers with a central location for accessing geo-specific, aligned Climate Risk Data™. This data is needed to identify, evaluate, stress-test and rate potential financial impacts of climate change on industries, economies, portfolios and assets.
CLIMATE RISK CLASSIFICATION STANDARD (CRCS™)
An emerging global standard designed to provide a consistent and transparent methodology for classifying transition and physical risk related to climate change. CRCS codifies Climate Drivers, Climate Risk Factors and their geographic specific impacts on society, economies, industries, corporations, portfolios and assets over time.
MULTI-FACTOR SCENARIOS & OTHER SERVICES
We build benchmarks, ratings and provide bespoke multi-factor scenarios. Using Climate Risk Data and our multi-factor Scenario Generation Algorithm, we work with clients to conduct Climate Risk Stress-Tests and to measure the financial impact of climate change.
We are building a global community of climate risk experts who contribute to and enjoy the benefits of our products and services.
Siemens Financial Services
Siemens, recognized by Fortune as the world’s most admired industrial machinery company, is a leading supplier of systems and technology for a wide range of industries, including industrial manufacturing, food and beverage, medical imaging equipment, chemicals, power generation and transmission, transportation and more. Siemens employs approximately 293,000 employees in 190 countries, including approximately 40,000 people in the United States.
Siemens Financial Services (SFS) – the company’s finance arm – is an international provider of business-to-business financial solutions. SFS offers a unique combination of financial expertise, risk management and industry know-how to facilitate growth, create value, enhance competitiveness and help customers access new technologies. SFS supports investments with equipment and technology financing and leasing, corporate lending, equity investments and project and structured financing. Trade and receivable financing solutions complete the SFS portfolio. With an international network, SFS is well adapted to country-specific legal requirements and able to provide financial solutions globally.
BMO Capital Markets
Serving customers since 1817, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $950 billion as of April 30, 2021, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.
BNP Paribas Asset Management
BNP Paribas Asset Management is the asset management arm of BNP Paribas, one of the world’s foremost financial institutions, and offers high value-added solutions to institutional and private wealth investors. It has a broad range of skills in four investment divisions: Equities, Fixed Income, Private Debt & Real Assets, and Multi-Asset, Quantitative and Solutions (MAQS). Sustainability is at the heart of BNP Paribas Asset Management’s strategy and investment decision-making process, making an active contribution to energy transition, environmental protection and the promotion of equality and inclusive growth. Its aim is to achieve long-term sustainable investment returns for its clients. BNP Paribas Asset Management has assets under management of EUR 474 billion (as at 31 March 2021), with more than 500 investment professionals and around 500 client servicing specialists, serving individual, corporate and institutional clients in 71 countries.
FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 155,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We’re proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly scored 100 by the Human Rights Campaign® Corporate Equality Index for our LGBTQ+ inclusive policies and practices. Subscribe to our thought leadership blog to get fresh insight delivered daily at insight.factset.com.
Mitsubishi Heavy Industries (MHI) Group
Mitsubishi Heavy Industries (MHI) Group (www.mhi.com), headquartered in Tokyo, is one of the world’s leading industrial firms with over 80,000 group employees and annual consolidated revenue of around 38 billion U.S. dollars.
MHI Group provides world-class technical solutions across the entire energy value chain that enable industry-leading production efficiency and significantly reduced environmental impact. MHI Group’s energy portfolio spans conventional and nuclear power, renewable energy solutions such as offshore wind turbines, geothermal and organic rankine cycle (ORC) power generation technology as well as turbomachinery. MHI Group is also a key technology provider along the hydrogen value chain.
Seneca ESG is a business intelligence company delivering solutions for corporate sustainability assessment, reporting, and integration with financial services. The company’s flagship Zeno/Epic platforms facilitate ESG data management, sustainability-driven analyses, and workflow automation, for both corporate and investment manager clients.
Util uses machine learning to measure the real-world impact of every company and portfolio, empowering investors to make more informed investment decisions. Objective, universal and sophisticated, Util’s analytics capture the myriad ways in which 45,000 listed companies—of every size, geography, and sector—affect the 17 United Nations Sustainable Development Goals (SDGs) and thousands of other sustainability concepts. The result is a value metric for extra-financial performance that sits beside that of financial performance, paving the way for diversified and differentiated sustainable strategies that capture the complexities of the global economy.
The Carbon Trust is an expert partner for businesses, governments and organisations around the world – supporting them in realising ambitious plans for a sustainable, low carbon future. We believe that environmental sustainability and economic prosperity can go hand-in-hand as we address the climate crisis. The Carbon Trust has been a trusted partner to a wide range of organisations grappling with energy issues for over 19 years. We have been engaged in what could be described as ‘first of a kind’ energy systems work, for example helping UK power distribution network companies understand how best to integrate electricity storage assets onto networks, quantifying uncertainty in future energy system business models for multinational corporates, and developing deployment roadmaps for renewable energy technologies and smart (mini-) grid architectures for governments around the world.
Glenmede Investment Management is an independently owned boutique asset management company offering actively managed equity, liquid alternative, fixed income and ESG investing strategies. As highly skilled active investment advisors, we serve a global client base of institutions, consultants and advisors in helping them meet their investment goals. Glenmede Investment Management began managing Environmental, Social, and Governance (ESG) portfolios using a quantitative discipline based on restriction lists and positive/negative screening in 2001. Since that time, we have expanded our offering set to include ESG Mandated and Thematic strategies within our Quantitative product suite. As an organization, GIM is committed to a culture of continuous improvement and this includes our approach to ESG initiatives.
Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For nearly 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Trillium uses a holistic, fully integrated fundamental investment process to uncover compelling long-term investment opportunities. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non-profit organizations with the goal to provide positive impact, long-term value, and ‘social dividends’.
Affiliated Side Event
Care Conference 2021
Accounting for Sustainability and Responsible Investing
There is no denying the global climate is changing. 2019 was the second warmest year on record, and ended the warmest decade on record. Climate change is affecting every continent on earth, disrupting the economy and affecting lives. The Paris Agreement, adopted in 2015, aims to strengthen the ability of countries to deal with the impacts of climate change through appropriate financial flows and new technology frameworks; additionally, the UN Secretary-General has proposed six climate-positive actions for governments to take as they begin to individually and collectively begin to build back the economy post-pandemic. Companies will need to adopt long-term systemic shifts to address the changes necessary to comply with the Paris Agreement. This conference will discuss some of the changes that will be necessary to create the accounting framework for sustainability and responsible investing necessary moving forward.
With over 70 industry and academic speakers, this conference is the first of several conferences on the topic and will bring together accountants, finance-professionals, law-professionals, law-makers, standard-setters, economists, investors and scientists as well as academics from the sciences, accounting, finance, law and economics as a vehicle for change.
The American Council on Renewable Energy (ACORE) is a 501(c)(3) national nonprofit organization that unites finance, policy and technology to accelerate the transition to a renewable energy economy.
We are the focal point for collaborative advocacy across the renewable energy sector, supported by members spanning renewable energy technologies and constituencies, including developers, manufacturers, top financial institutions, major corporate renewable energy buyers, grid technology providers, utilities, professional service firms, academic institutions and allied nonprofit groups.
ACORE accomplishes much of its work by convening key stakeholders, facilitating partnerships, educating senior officials on important policies, publishing research and analysis on pressing issues, and undertaking strategic outreach on the policies and financial structures essential to renewable energy growth.
The Association for Financial Markets in Europe (AFME) is the voice of all Europe’s wholesale financial markets, providing expertise across a broad range of regulatory and capital markets issues.
We represent the leading global and European banks and other significant capital market players.
We advocate for deep and integrated European capital markets which serve the needs of companies and investors, supporting economic growth and benefiting society.
We aim to act as a bridge between market participants and policy makers across Europe, drawing on our strong and long-standing relationships, our technical knowledge and fact-based work.
The Alternative Investment Management Association (AIMA) is the global representative of the alternative investment industry, with around 2,000 corporate members in over 60 countries. AIMA’s fund manager members collectively manage more than $2 trillion in hedge fund and private credit assets.
AIMA draws upon the expertise and diversity of its membership to provide leadership in industry initiatives such as advocacy, policy and regulatory engagement, educational programmes and sound practice guides. AIMA works to raise media and public awareness of the value of the industry.
Representing the interests of institutional investors, the Canadian Coalition for Good Governance promotes good governance practices in Canadian public companies and the improvement of the regulatory environment to best align the interests of boards and management with those of their shareholders, and to promote the efficiency and effectiveness of the Canadian capital markets.
Climate Disclosure Standards Board is an international consortium of business and environmental NGOs. We are committed to advancing and aligning the global mainstream corporate reporting model to equate natural capital with financial capital.
Ceres is a sustainability nonprofit organization working with the most influential investors and companies to build leadership and drive solutions throughout the economy. Through powerful networks and advocacy, Ceres tackles the world’s biggest sustainability challenges, including the climate crisis, water scarcity and pollution, and inequitable workplaces. Our mission: Ceres is transforming the economy to build a sustainable future for people and the planet.
Climate Bonds Initiatives
Climate Bonds Initiative is an international investor-focused not-for-profit organisation working to mobilise capital markets for climate action. The Climate Bonds Initiative carries out market analysis, policy research, market development; advises governments and regulators; and administers an international Standard & Certification Scheme for best practice in green bonds issuance.
Global Infrastructure Investors Association (GIIA)
GIIA is the membership body for the world’s leading infrastructure investors and the advisors to the sector. Our aims are:
1) Make the case for private investment in infrastructure across the world through evidence-based advocacy;
2) Promote improved understanding and dialogue between governments and the private sector to create the right environment for private investment;
3) Foster a community of infrastructure professionals to collectively shape the future of the sector.
ICMA promotes well-functioning cross-border capital markets, which are essential to fund sustainable economic growth. It is a not-for-profit membership association with offices in Zurich, London, Paris, Brussels and Hong Kong, serving more than 600 member firms in over 60 jurisdictions. Among its members are private and official sector issuers, banks, broker-dealers, asset managers, pension funds, insurance companies, market infrastructure providers, central banks and law firms. It provides industry-driven standards and recommendations, prioritising four core fixed income areas: primary, secondary, repo and collateral and sustainable finance. ICMA works with regulatory and governmental authorities, helping to ensure that financial regulation supports stable and efficient capital markets.
Institute of International Finance
The Institute of International Finance is the global association of the financial industry, with more than 450 members from more than 70 countries. Its mission is to support the financial industry in the prudent management of risks; to develop sound industry practices; and to advocate for regulatory, financial and economic policies that are in the broad interests of its members and foster global financial stability and sustainable economic growth. IIF members include commercial and investment banks, asset managers, insurance companies, sovereign wealth funds, hedge funds, central banks and development banks.
International Securities Lending Association (ISLA)
The International Securities Lending Association (ISLA) is a leading industry association, representing the common interests of securities lending and financing market participants across Europe, Middle East and Africa. Its geographically diverse membership of over 160 firms includes institutional investors, asset managers, custodial banks, prime brokers and service providers.
Long Term Infratsructure Investors Association
Founded in 2014 by investors and for investors, Long Term Infrastructure Investors Association (LTIIA) is a not-for-profit international professional association; most of our members are institutional investors and fund managers with responsibilities over long-term and open-ended infrastructure investment mandates. Our action circle includes leading global and regional discussion fora, information powerhouses and service providers to the infrastructure marketplace.
LTIIA works with a wide range of stakeholders, including infrastructure investors, policy-makers and academia, on supporting long-term, responsible deployment of private capital to public infrastructure around the world. Its members, hailing from various jurisdictions, collectively manage close to US$ 12 t of assets, out of which over $ 350b of infrastructure assets.
Partnership for Carbon Accounting Financials (PCAF)
PCAF is a global partnership of financial institutions that work together to develop and implement a harmonized approach to assess and disclose the greenhouse gas (GHG) emissions associated with their loans and investments.
The harmonized accounting approach provides financial institutions with the starting point required to set science-based targets and align their portfolio with the Paris Climate Agreement. PCAF enables transparency and accountability and will develop an open-source global GHG accounting standard for financial institutions.
Principles for Responsible Investment is a United Nations-supported international network of investors working together to implement its six aspirational principles, often referenced as “the Principles”.
PRMIA is a non-profit, member-led association dedicated to defining and implementing the best practices of risk management through education; webinar, online, classroom and in-house training; events; networking; and online resources. We provide an open forum for the development and promotion of the risk profession.
ShareAction has spent the last 12 years building the movement for responsible investment.Our vision is of an investment system that truly serves savers and communities, and protects our environment for the long term.
We’re working towards a system in which long-term thinking is recognised as the best way to guarantee healthy returns. We believe that anyone can play a part in changing the investment system for good.
ESG Investor is the practical information hub for asset owners looking to invest successfully and sustainably for the long term. As best practice evolves, we will share news, insights and data necessary to guide asset owners on their individual journey to ESG integration. ESG Investor helps its readers navigate the obstacles, harness valuable innovations and forge a path toward a new sustainable investment framework.
Ethical Markets is an independent media company promoting the emergence of a sustainable, green, more ethical and just economy worldwide. We share the goals of all our non-profit groups and friends listed on our Partners/Links page. We research, assist and report on all the new organizations: civic, non-profit and for-profit, as well as individuals working for the transition to the new economies of the dawning information-rich solar age.
Foresight Climate & Energy
FORESIGHT Climate & Energy is the essential read from Denmark on the global transition to a decarbonised energy economy — objective reporting on what really matters by expert journalists and writers from around the world.
Since its establishment in 2006, IFC Media has been the leading publishing house for the global wealth management industry which represents international finance centres across the globe while creating a comprehensive archive of commentary, analysis and technical articles.
As an expert in sustainable finance and a reference media for economics, business & sustainability, Novethic combines approaches to offer financial players, companies and their employees the keys to a sustainable transformation. Our mission is to spread a sustainable culture among finance and business professionals, to empower decision-makers and facilitate their action. Founded in 2001, Novethic is a subsidiary of the Caisse des Dépôts Group.
Savvy Investor is a world-leading content platform for institutional investors and service providers. Our dedicated Content Team curate the best investment articles, white papers, blogs and more from across the web, putting it all in one place for the ease of our members.
We have over 50 topics to choose from on site with sections such as ESG and Ethical Investing, Cleantech Investing, Global Strategy Outlook and more.
Register for free today and join our 50,000 members at www.savvyinvestor.net