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EFPA ESG Handbook 2022

Discover some important insights into concepts regarding the current issues linked to Green Finance.

Even if the IPCC reports are more and more alarming, scepticism is always present when it comes to climate change and the impact of human activity on it, as the Trump administration has proven in the past. Scepticism is also present when we talk about ESG criteria or Sustainable Finance. Around one-third of the finance professionals view Environmental, Social and Governance issues through the lens of negative screening without trying to understand the deeper context.

Globally, and similar to climate change, scepticism on Sustainable Finance is massively due to a lack of knowledge and a lack of clear and common definitions for its key concepts. How many people talk about Sustainable Finance without having a clear point of view on the issue?

Thanks to regulatory pressures and public opinion, Sustainable Finance is becoming THE new standard for financial centers across Europe. However, this lack of knowledge and not having a common basis are still present. Everybody knows what is an equity or a bond but few have a clear understanding of Green Bonds, Impact Investing or positive or negative screening… To fight against such scepticism, education, as usual, will be an essential tool to establish standards in Sustainable Finance.

Initiatives such as the EFPA ESG Advisor certification, which was launched in 2021 in 12 countries across Europe by the European Financial Planning Association (EFPA) can help to close the gap between the current level of information and the level necessary due to increasing regulatory requirements around the integration of ESG criterion. Always with this aim of a deeper understanding, EFPA Luxembourg publishes an update of its manual Green Ethica 2nd Edition. To achieve our goal, we enlarged this endeavour to a wider range of contributors from different backgrounds...

Ouvrage collectif sous la coordination de l'EFPA Luxembourg


Avec la participation de :

S. Allan, Client Executive – HSBC Continental Europe, Luxembourg
J. Anderson, Co-Head of Sustainable Investment & ESG 
A. Argenziano, Product Director – Intertrust Group
M. Baggiani, CEO and CIO, Chairman – Niche AM
P. Beaulieu, Professor, University Montréal
P. Besson Fencikova, Head of ESG investments, Portfolio Manager – Societe Generale Private Wealth Management
R. Bissoli, Chairman – Niche AM
R. Bordage, Of Counsel – LexField
M. Caldana, Board Member – EFPA Luxembourg
D. Capocci, FARAD Group General Manager & CEO FARAD Investment Management
N. Centofanti, Sustainability Adviser – LSFI
P. Chahine, Sustainability Research Manager, Luxembourg Stock Exchange
D. Chapuis, Head of CSR – Societe Generale Private Banking Europe 
K. Church, ACA, Head of Sustainable Solutions
D. Czupryna, Head of Content & Brand Management – Candriam
D. De Cubber, Of Counsel – LexField
G. D’Alessio, Senior Portfolio Manager – FARAD Investment Management
N. Fisch, Secrétaire général – INDR
A. Garufi, Portfolio Manager of Decalia Circular Economy Fund – Decalia AM
C. Gata, Associate Impact Finance Team & A. Contreras-Muller, Of Counsel – Arendt & Medernach & C. Thuin, Investment Analyst & A. Wilson, Deputy CEO – Luxembourg Microfinance and Development Fund
W. Gore-Randall, Director, Research Analyst – Lazard Asset Management
E. Grippo, Partner – Gianni & Origoni
J. Hartmann, CEO and Founder – SustainableFamily
R. Hartmann, Chairman of the Board – EFPA Luxembourg
N. Hentgen, Investment Associate – Haltra Group
Dr Ch. R. Kaminker, FRGS, Head of Sustainable Investment Research & Strategy
 & Paul Udall, Portfolio Manager, LO Funds–Climate Transition – LOIM
P. Levaldaur, Project Coordinator – EFPA Luxembourg
M. Lewis, Head of Research ESG – DWS Group
LPEA with the kind contribution of Astorg, BlackRock Private Equity Partners 
Prof.(FH) Mag. O. Lucius, CFP, Founder and Managing Partner – BEC GesmbH
F. Passant, Head of Marketing and Business Management – Nordea Asset Management
T. Pfeiffer, Founder and CEO – Triple Line Advisory
C. Pimpaud, Partner & A. Ferey, Head of Operations – DLA Piper Luxembourg
R. Poulles – PROgroup & V-E. Mathon, Project Manager - LCEE
J. Purcell, Group Head of Sustainable Investment – Quintet Private Bank
F. Reynolds, PRI CEO – PRI
A. Roelens, Investment Director and ESG Coordinator – Cube Infrastructure Managers Cube Infrastructure Managers
S. Sanker, Head of Multinationals – HSBC
J. Schroeder, Managing Director – PROgroup & V-E. Mathon, Project Manager - LCEE
N. Singhal, Co-Head of Sustainable Investment & ESG – Lazard Asset Management
I. Stoliarova, Senior Associate & Dr. M. Peter, Partner – GSK Stockmann
J.-H. Tan, Global Head of Stewardship and Sustainable Investing – Fidelity International
S. Vankalas, CEO – LuxFLAG
F. Vonner, Partner – PwC
A. Woltrager, Associate | Investment Funds & Natalia Celac, Associate | Investment Funds – Baker McKenzie

KEY DEFINITIONS, DEVELOPMENTS AND DRIVERS

  • ESG: Environmental, social and governance

  • CSR Policy – principle and definition

  • The emergence of a new capitalist system from a renewed leadership of investment practice

  • From Stockholm to Paris: a chronology of international environmental politics

  • European Commission initiatives: action plan on Financing

  • Sustainable Growth (including Taxonomy and Ecolabel)

  • Driving change across the finance industry


EU LEGAL FRAMEWORK ON THE INTEGRATION

OF ESG FACTORS

  • Understanding the UE Taxonomy

  • Integration of sustainability factors under the AIFMD, IDD II and MIFID II regulations


IMPLICATIONS AT THE COMPANIES’ LEVEL

  • Strategy: inclusion of ESG and CSR main strategic principles

  • Engagement: CSR and labelling engagements

  • Engagement: elevating the importance of sustainability issues at companies’ level.


IMPACTS ON FINANCIAL STRATEGIES

  • ESG factors and impact on security analysis

  • Sustainable investing approaches and strategies

  • Impact investing


GREEN FINANCE: FINANCIAL PRODUCTS AND SERVICES

  • Sustainable mutual funds and collective investment vehicles

  • A main example of impact investing: Green bonds and Social bonds

  • A main example of impact investing: microfinance

  • Insurance Companies and ESG Issues

  • Integrating ESG into banking products – Working capital products

  • How to develop an ESG strategy in Private Equity?

  • Impact Private Debt


THE NEXT STEPS

  • The unexpected profitability of long-term investments through material circularity

  • The case for circular economy

  • The current path to net zero emissions

  • Climate Transition – Practical case

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EFPA ESG Handbook 2022



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Publication date : 2022-06-01
ISBN : 9782919814374
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 Livraison gratuite au Luxembourg
Expédition : 2-3 jours ouvrables