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Type: Report

A practitioner guide for asset managers & asset owners to assess clients’ and beneficiaries’ sustainability preferences

In the European Union (EU), households own 35 trillion EUR in financial assets of which around one third is invested in equity and investment funds and another one third ... Read More >

Report Retail investing Financial institutions Retail investors

Guidance and Questionnaire for assessing client sustainability preferences and motivations

Investment firms providing financial advice and portfolio management are now required to carry out a mandatory assessment of client sustainability preferences during the ... Read More >

Report Retail investing Financial institutions Retail investors

Moving the blockers of retail sustainable finance

2DII created a series of six market reports which summarise quantitative and qualitative research (quantitative surveys, bilateral interviews, focus groups, mystery shopp... Read More >

Report Retail investing Financial institutions Retail investors

Market review of environmental impact claims of retail investment funds in Europe

Over the last six years, Sustainable Finance Observatory (formerly 2DII) has constantly emphasised in several analysis and reports the high risk of impact-washing for the... Read More >

Report Retail investing Retail investors

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

Think tank focusing on mobilizing private financing for the transition.

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