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Audience: Financial institutions

Guide on environmental impact claims for EU financial products

This Guide aims to provide a framework for environmental impact claims used by investment funds (or fund-based products) available to retail investors in the EU.... Read More >

Report Retail investing Financial institutions Regulators & policymakers All tags

Too big to fail: Measuring the alignment of the Brazilian fund’s industry with climate goals

In a collaborative initiative, PACTA joined forces with the German Agency for International Cooperation programs, Finanças Brasileiras Sustentáveis (FiBraS), and Progra... Read More >

Report Emerging markets PACTA Financial institutions

Four Public Policy Avenues for Scaling Up Sustainable Finance in Brazil

This policy brief takes stock of the results of the PACTA analysis of the Brazilian fund industry.... Read More >

Report Emerging markets PACTA Financial institutions

6 National Country Reports

As part of the EU’s Level EEI project, Sustainable Finance Observatory (formerly 2DII) releases a series of six-country reports (in the form of slide decks) addressing ... Read More >

Report Retail investing Financial institutions Retail investors

Making the climate transition bloom

Developing an impact-driven, Paris Agreement-aligned transition investment strategy in Latin America.... Read More >

Report Emerging markets PACTA Financial institutions

The Impact Potential Assessment Framework (IPAF) for financial products

A new science-based framework to assess the impact potential of financial products.... Read More >

Report Retail investing Financial institutions Retail investors

Guide sur les allégations d’impact environnemental des produits financiers

Ce guide, co-écrit par l’ADEME et 2DII, avec la contribution du CGDD, a vocation à accompagner les institutions financières dans une démarche de communication clair... Read More >

Report Policy work Retail investing Financial institutions All tags

Questionnaire for assessing client sustainability preferences and motivations

For use with the accompanying guidance... Read More >

Report Retail investing Financial institutions Regulators & policymakers All tags

Assessing client sustainability preferences…lost in the maze?

Results of the mystery shopping campaign assessing financial advisor's compliance with new regulatory requirements for the mandatory assessment of client sustainability p... Read More >

Report Retail investing Financial institutions Regulators & policymakers All tags

The original sinS*: the intertwined climate and financial challenges of developing countries

This report outlines the intertwinned climate and financial challenges of developing countries and potential ways to overcome them.... Read More >

Report Impact & target-setting Portfolio alignment Financial institutions All tags

Think tank focusing on mobilizing private financing for the transition.

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