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Date: 2019-06-18 Page is: DBtxt001.php txt00009549

Burgess COMMENTARY

Peter Burgess



Green Investment Handbook HomeGreen impactGreen Investment Handbook

The Green Investment Handbook is our manual, setting out the practical tools we use to assess, monitor and report the green impact of every investment we make.

With a mission of investing in green and profitable projects it is vital that the UK Green Investment Bank has a consistent and robust means of assessing, monitoring and reporting both the green and financial performance of our investments.

As the UK’s most active investor in this area we also need a way of doing that which can be applied regularly to a broad range of green investments.

The Green Investment Handbook sets out the practical tools we use on a daily basis and is split into three sections: Assess, Monitor and Report. We want to publish it to share our experiences and to start a discussion across the investment community about how green impact assessment can be further improved and standardised.

We welcome feedback on the Handbook. You can contact us at sustainable.finance@greeninvestmentbank.com.


Assess

How we assess A summary of the process used for assessing the green and responsible investment performance and risks of our projects. Download this document

Due diligence guidance The principles of our approach to green and responsible investment due diligence. Download this document

Due diligence checklist How we document the green and responsible investment due diligence process. Download this document

EHS Consultant Scope of Work An example scope used to engage environmental, health and safety due diligence advisors. Actual scope will vary according to the project. Download this document

Energy Efficiency Independent Assurer Scope of Work An example scope used to engage energy efficiency assurers. Actual scope will vary according to the project. Download this document

Biomass Sustainability Scope of Work An example scope used to engage biomass sustainability advisors. Actual scope will vary according to the project. Download this document

Equator Principles guidance Summary of our approach to reviewing projects against the requirements of the Equator Principles. Download this document

Equator Principles checklist How we document the Equator Principles process. Download this document

External Factors Review guidance A desk-based review of project-related data readily available in the public domain. Download this document

External Factors Review template How we document the External Factors Review process. Download this document

Green Risk guidance The process to identify and manage environmental and social project-related risks in due diligence and portfolio monitoring. Download this document

Green Ratings DART (Pilot) A pilot tool used to present the findings of a project’s Green Ratings to Investment Committee and applied in portfolio monitoring. Download this document

Investment Committee Paper templates How green and responsible investment considerations are integrated into investment decision-making - as presented to Investment Committee. Download this document


Monitor

How we monitor A summary of the process used for monitoring the green and responsible investment performance and Green Risk of our portfolio projects. Download this document

Covenants Example provisions that we seek to include in transaction documentation to address certain green and responsible investment matters. Download this document

Green Impact data management guidance Process for how green data received from projects are validated and aggregated prior to independent assurance and publication. Download this document Annual Green Impact reporting template Used by clients to annually input green data, provide underlying reference data sources and report to the UK Green Investment Bank. Download this document Annual Responsible Investment / ESG template Used by clients to annually provide details of ESG reporting. Also acts as a formal management representation statement to the UK Green Investment Bank. Download this document Green Responsible Investment Dashboard A dashboard presenting a project’s Green Risk, pilot Green Ratings, and other green and responsible investment related performance. Download this document


Report

How we report A summary of how we collect, verify and report data on portfolio projects’ performance for green and responsible investment matters. Download this document

Green Context Calculator How we show a project’s green performance data in everyday context. Used for press releases. Download this document

Green Impact Reporting Criteria How we show a project’s green performance data in everyday context. Used for press releases. Download this document

Equator Principles Reporting Criteria How the UK Green Investment Bank considers and reports Equator Principles applicable projects (see “Download related documents”). Download this document

Press releases Examples of Green Impact as reported in UK Green Investment Bank investment announcements.


Find out more

Annual Report Green and responsible investment matters as reported in the UK Green Investment Bank annual report. Find out more

UK Green Investment Bank plc is wholly owned by HM Government.

The company is not authorised or regulated by the Financial Conduct Authority or the Prudential Regulation Authority. A wholly owned subsidiary, UK Green Investment Bank Financial Services Limited, is authorised and regulated by the Financial Conduct Authority.

The text being discussed is available at
http://www.greeninvestmentbank.com/green-impact/green-investment-handbook
and


TrueValueMetrics (TVM) is an Open Source / Open Knowledge initiative.
It has been funded by family and friends plus donations from well wishers who understand
the importance of accountability and getting the management metrics right.
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