Green Bond Principles

Last updated: 2021

To be completed.

Use this resource to:

  • To be completed.

IRIS+ Guidance / Incorporate Stakeholders

Last updated: 2019

This document provides guidance on how to use IRIS+ to incorporate the voices of affected stakeholders into impact measurement and management practice.

Use this resource to:

  • Use IRIS+ to incorporate the voices of affected stakeholders into impact measurement and management practice.

IRIS+ Guidance / Decision-Making

Last updated: 2019

The “How to use IRIS+ for decision-making” document provides practical guidance on how to use IRIS+ Core Metrics Sets to inform decision-making to enhance impact throughout the investment lifecycle.

Use this resource to:

  • Implement: Understand how to track and mine impact data throughout the investment lifecycle

ISEAL Codes of Good Practice

Last updated: 2014

ISEAL’s Codes of Good Practice provide a globally recognised framework, defining practices for effective and credible sustainability systems.

User this resource to:

  • Define how a standard should be developed, structured and improved over time. The Code addresses multi-stakeholder consultation and decision-making, and ensures the standard contains clear requirements that can be measured and assessed.
  • Provide a framework for assessing compliance with standards, so that consumers, supply chain partners, investors and other stakeholders know they can trust the results of assessments. It encourages assurance that is rigorous and accessible, providing accurate and transparent results.
  • Support robust monitoring and evaluation that helps systems to understand how effective their standards are in achieving what they set out to do. It provides standards with a roadmap to measure progress against sustainability goals and to improve practices over time.

Model Framework for financial products for corporates with unspecified use of funds

Last updated: 2018

The Model Frameworks provide guidance on integrating holistic impact analysis into business processes and decision-making, spanning different business lines and asset types. They can be used by financial institutions, as well as by third parties such as auditors. This Model Framework covers financial products for corporates where the funds raised or guarantees issued are used at the corporate’s discretion, without any specified use.

Use this resource to:

  • Deliver positive impact financial products. The PI Model Framework enables financial institutions or intermediaries tto develop appropriate frameworks or adapt their existing frameworks to serve a number of purposes: for decision-making (i.e. on financing /investments); for the development of PI financial products, or for on-going analysis/monitoring of portfolios; and
  • Verify and/or provide opinions on the PI nature of financial products.

Model Framework for specified use of proceeds

Last updated: 2018

The Model Frameworks provide guidance on integrating holistic impact analysis into business processes and decision-making, spanning different business lines and asset types. They can be used by financial institutions, as well as by third parties such as auditors. This Model Framework covers Financial Products where the funds raised or guarantees issued are used for a specific purpose, in this case Project-related finance within the scope of the Equator Principles.

Use this resource to:

  • Deliver positive impact financial products. The PI Model Frameworks enables financial institutions or intermediaries to develop appropriate frameworks or adapt their existing frameworks to serve a number of purposes: for decision-making (i.e. on financing /investments); for the development of PI financial products, or for on-going analysis/monitoring of portfolios; and
  • Verify and/or provide opinions on the PI nature of financial products.

Guidance on Transition Finance

Last updated: 2022

This resource sets out elements of credible corporate climate transition plans, which aim to align with the temperature goal of the Paris Agreement.

Use this resource to:

  • Obtain a comprehensive overview of existing transition finance approaches, identifying the main challenges and solutions.

Responsible business conduct due diligence for project and asset finance transactions

Last updated: 2022

This paper provides a common framework for financial institutions – and particularly development finance institutions – on how to carry out due diligence to identify, respond to, and publicly communicate on environmental and social risks associated with projects and assets they finance.

Use this resource to:

  • Implement: Obtain practical recommendations to financial institutions on key aspects of the RBC due diligence process, including on stakeholder engagement, managing client’s confidentiality, providing for or contributing to the remediation process, etc.

Impact Protocol for Banks

Last updated: 2022

The Impact Protocol provides a step-by-step overview of how to analyse and manage bank portfolio impacts.

Use this resource to:

  • Understand how to manage bank portfolio imapcts as per UNEP FI’s holistic impact approach and in conformity with the requirements of the Principles for Responsible Banking.The Protocol provides an overview of the impact management process as a whole; it is complemented by further UNEP FI resources such as the Impact Management Tool and the Thematic Target-Setting Guidance, which can be used to operationalise the methodology.

Core Characteristics of Impact Investing

Last updated: 2019

The Core Characteristics of Impact Investing define the growing approach of impact investing, and offer the financial markets greater clarity on what constitutes credible impact investing.

This resource calls upon organisations to:

  • Intentionally contribute to positive social and environmental impact, use evidence and impact data in investment design, manage impact performance, and contribute to the growth of impact investing