Case Studies

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ASSESSMENT
INVESTMENT

Standardised ESG integration with SD-KPIs

CLIENT

SD-M GmbH

PROJECT COMPLETION

Autumn 2022

SERVICES

Establishment of a common database on the “Sustainable Development Key Performance Indicators” (SD-KPIs) at company and sector level

DESCRIPTION

The SD-KPIs were operationalized using appropriate imug rating / Moody's ESG Solutions research lines

KUNDE

SD-M GmbH

PROJEKTABSCHLUSS

Autumn 2022

LEISTUNGEN

Establishment of a common database on the “Sustainable Development Key Performance Indicators” (SD-KPIs) at company and sector level

BESCHREIBUNG

The SD-KPIs were operationalized using appropriate imug rating / Moody's ESG Solutions research lines

First German social joint bond: Second Party Opinion with development banks

CLIENT

Investitionsbank des Landes Brandenburg (ILB), Hamburgische Investitions- und Förderbank (IFB Hamburg), Investitions- und Strukturbank Rheinland-Pfalz (ISB)

PROJECT COMPLETION

August 2022

SERVICES

Review of the social bond frameworks according to the Social Bond Principles and preparation of a Second Party Opinion

DESCRIPTION

The development banks of the federal states of Brandenburg, Hamburg and Rhineland-Palatinate want to refinance projects in the area of socially subsidised housing with a joint bond. For the social community bond, we prepare a summary presentation of the valuation as well as three individual valuations of the frameworks of the respective bank and summarise everything in a Second Party Opinion.

KUNDE

Investitionsbank des Landes Brandenburg (ILB), Hamburgische Investitions- und Förderbank (IFB Hamburg), Investitions- und Strukturbank Rheinland-Pfalz (ISB)

PROJEKTABSCHLUSS

August 2022

LEISTUNGEN

Review of the social bond frameworks according to the Social Bond Principles and preparation of a Second Party Opinion

BESCHREIBUNG

The development banks of the federal states of Brandenburg, Hamburg and Rhineland-Palatinate want to refinance projects in the area of socially subsidised housing with a joint bond. For the social community bond, we prepare a summary presentation of the valuation as well as three individual valuations of the frameworks of the respective bank and summarise everything in a Second Party Opinion.

Investment in energy security: Post-Issuance Verification for Eurogrid

CLIENT

Eurogrid

PROJECT COMPLETION

October 2022

SERVICES

Post-Issuance Verification of a green bond

DESCRIPTION

With the issuance of a green bond in May 2020, the company (re)financed offshore projects to reduce and avoid CO2 emissions. Now Eurogrid wants to obtain a Post-Issuance Verification of this bond by an independent verifier approved by the Climate Bonds Initiative. We confirm in our Post-Issuance Verifier's Report that the green bond is compliant with the post-issuance requirements of the Climate Bonds Standard.

KUNDE

Eurogrid

PROJEKTABSCHLUSS

October 2022

LEISTUNGEN

Post-Issuance Verification of a green bond

BESCHREIBUNG

With the issuance of a green bond in May 2020, the company (re)financed offshore projects to reduce and avoid CO2 emissions. Now Eurogrid wants to obtain a Post-Issuance Verification of this bond by an independent verifier approved by the Climate Bonds Initiative. We confirm in our Post-Issuance Verifier's Report that the green bond is compliant with the post-issuance requirements of the Climate Bonds Standard.

Green bond for energy-efficient building technology

CLIENT

ACTAQUA

PROJECT COMPLETION

April 2022

SERVICES

Assessment of the Green Bond Framework in accordance with the Green Bond Principles

DESCRIPTION

With the issuance of its green bond, the Mannheim-based company aims to finance the assurance of drinking water hygiene and the expansion of digital building technology, which reduces energy consumption and CO2 emissions. We have endorsed the Green Bond framework in a Second Party Opinion.

KUNDE

ACTAQUA

PROJEKTABSCHLUSS

April 2022

LEISTUNGEN

Assessment of the Green Bond Framework in accordance with the Green Bond Principles

BESCHREIBUNG

With the issuance of its green bond, the Mannheim-based company aims to finance the assurance of drinking water hygiene and the expansion of digital building technology, which reduces energy consumption and CO2 emissions. We have endorsed the Green Bond framework in a Second Party Opinion.

Focus on development cooperation: FairWorldFonds

CLIENT

Union Investment

PROJECT COMPLETION

Ongoing

SERVICES

Evaluation of the investment universe according to defined ESG criteria

DESCRIPTION

The German aid organisation Brot für die Welt is initiating the first mutual fund that takes into account social and ecological as well as development criteria: the FairWorldFonds. The investment and thus the selection of the fund’s securities is based on the principles of justice, peace, integrity of creation, and the SDGs.

KUNDE

Union Investment

PROJEKTABSCHLUSS

Ongoing

LEISTUNGEN

Evaluation of the investment universe according to defined ESG criteria

BESCHREIBUNG

The German aid organisation Brot für die Welt is initiating the first mutual fund that takes into account social and ecological as well as development criteria: the FairWorldFonds. The investment and thus the selection of the fund’s securities is based on the principles of justice, peace, integrity of creation, and the SDGs.

Green bonds for green buildings

CLIENT

Sparkasse KölnBonn

PROJECT COMPLETION

December 2021

SERVICES

Assessment of the Green Bond Framework in accordance with the Green Bond Principles

DESCRIPTION

Sparkasse KölnBonn wants to (re)finance environmentally friendly buildings by issuing green bonds. The proceeds are to be used to issue covered bonds to finance energy-saving measures in real estate. This includes existing residential properties, new buildings and renovations or refurbishments. We have reviewed the Green Bond framework in a Second Party Opinion.

KUNDE

Sparkasse KölnBonn

PROJEKTABSCHLUSS

December 2021

LEISTUNGEN

Assessment of the Green Bond Framework in accordance with the Green Bond Principles

BESCHREIBUNG

Sparkasse KölnBonn wants to (re)finance environmentally friendly buildings by issuing green bonds. The proceeds are to be used to issue covered bonds to finance energy-saving measures in real estate. This includes existing residential properties, new buildings and renovations or refurbishments. We have reviewed the Green Bond framework in a Second Party Opinion.

Sustainable debt instruments for social housing in the UK

CLIENT

Places for People

PROJECT COMPLETION

November 2021

SERVICES

Assessment of the Sustainable Finance Framework according to the Green and Social Bond Principles and the Sustainability Bond Guidelines

DESCRIPTION

With the issuance of sustainable debt instruments, the London-based company aims to (re)finance projects in the categories of “Affordable Housing”, “Green Buildings” and “Energy Efficiency”. We have endorsed the Green Bond framework in a Second Party Opinion.

KUNDE

Places for People

PROJEKTABSCHLUSS

November 2021

LEISTUNGEN

Assessment of the Sustainable Finance Framework according to the Green and Social Bond Principles and the Sustainability Bond Guidelines

BESCHREIBUNG

With the issuance of sustainable debt instruments, the London-based company aims to (re)finance projects in the categories of “Affordable Housing”, “Green Buildings” and “Energy Efficiency”. We have endorsed the Green Bond framework in a Second Party Opinion.

Green bonds for the expansion of solar energy

CLIENT

Photon Energy

PROJECT COMPLETION

October 2021

SERVICES

Assessment of the Green Financing Framework in accordance with the Green Bond Principles

DESCRIPTION

With the issuance of green bonds, the Amsterdam-based group aims to (re)finance solar power projects for clean energy. We have endorsed the Green Financing Framework in a Second Party Opinion.

KUNDE

Photon Energy

PROJEKTABSCHLUSS

October 2021

LEISTUNGEN

Assessment of the Green Financing Framework in accordance with the Green Bond Principles

BESCHREIBUNG

With the issuance of green bonds, the Amsterdam-based group aims to (re)finance solar power projects for clean energy. We have endorsed the Green Financing Framework in a Second Party Opinion.

Sustainability within the federal investments: The Euronext ESG World 75 Index

CLIENT

Federal Ministry of the Interior and Community

PROJECT COMPLETION

Ongoing

SERVICES

Tailor-made ESG share index

DESCRIPTION

The federal government’s goal: to integrate sustainability and transparency more into the federal capital investments. The aim is to align the equity investments of four special funds with Germany’s sustainable finance strategy and EU regulations on combating climate change.

KUNDE

Federal Ministry of the Interior and Community

PROJEKTABSCHLUSS

Ongoing

LEISTUNGEN

Tailor-made ESG share index

BESCHREIBUNG

The federal government’s goal: to integrate sustainability and transparency more into the federal capital investments. The aim is to align the equity investments of four special funds with Germany’s sustainable finance strategy and EU regulations on combating climate change.

Strengthening children’s rights: The KinderZukunftsFonds

CLIENT

Kindernothilfe

PROJECT COMPLETION

Ongoing

SERVICES

Methodology development and children’s rights basic checks

DESCRIPTION

The German charity organisation Kindernothilfe establishes Germany’s first mutual fund that promotes a future worth living for children and safeguards their special rights. To this end, it is important to identify issuers that meet the guiding values, such as the promotion of children and young people, education, upbringing and environmental protection.

KUNDE

Kindernothilfe

PROJEKTABSCHLUSS

Ongoing

LEISTUNGEN

Methodology development and children’s rights basic checks

BESCHREIBUNG

The German charity organisation Kindernothilfe establishes Germany’s first mutual fund that promotes a future worth living for children and safeguards their special rights. To this end, it is important to identify issuers that meet the guiding values, such as the promotion of children and young people, education, upbringing and environmental protection.

Österreichische Bundesbahnen on track: Sustainability Ratings for ÖBB

CLIENT

Österreichische Bundesbahnen (ÖBB)

PROJECT COMPLETION

Ongoing

SERVICES

Sustainability Ratings for five ÖBB companies

DESCRIPTION

For ÖBB, the market for sustainable investments is an effective instrument in the fight against climate change. With sustainable financing, the company wants to underpin its role as “Austria’s No. 1 climate protection company”.

KUNDE

Österreichische Bundesbahnen (ÖBB)

PROJEKTABSCHLUSS

Ongoing

LEISTUNGEN

Sustainability Ratings for five ÖBB companies

BESCHREIBUNG

For ÖBB, the market for sustainable investments is an effective instrument in the fight against climate change. With sustainable financing, the company wants to underpin its role as “Austria’s No. 1 climate protection company”.

Social bonds to protect tenants

CLIENT

City of Munich

PROJECT COMPLETION

February 2021

SERVICES

Assessment of the Social Bond Framework according to the Social Bond Principles

DESCRIPTION

With the issuance of a social bond, the City of Munich wants to refinance projects that provide access to schooling and vocational training as well as affordable housing for low-income households. We reviewed the social bond framework in a Second Party Opinion.

KUNDE

City of Munich

PROJEKTABSCHLUSS

February 2021

LEISTUNGEN

Assessment of the Social Bond Framework according to the Social Bond Principles

BESCHREIBUNG

With the issuance of a social bond, the City of Munich wants to refinance projects that provide access to schooling and vocational training as well as affordable housing for low-income households. We reviewed the social bond framework in a Second Party Opinion.

Transforming the economy: Hamburger Nachhaltigkeitsfonds Best-in-Progress

CLIENT

Hamburger Sparkasse

PROJECT COMPLETION

Ongoing

SERVICES

Provision of ESG data according to the best-in-progress approach

DESCRIPTION

With the Hamburger Nachhaltigkeitsfonds, Hamburger Sparkasse establishes the first fund based on the best-in-progress principle of the Institute for Sustainable Investments (NKI). The aim is to identify issuers that are making the fastest progress in their sustainability efforts.

KUNDE

Hamburger Sparkasse

PROJEKTABSCHLUSS

Ongoing

LEISTUNGEN

Provision of ESG data according to the best-in-progress approach

BESCHREIBUNG

With the Hamburger Nachhaltigkeitsfonds, Hamburger Sparkasse establishes the first fund based on the best-in-progress principle of the Institute for Sustainable Investments (NKI). The aim is to identify issuers that are making the fastest progress in their sustainability efforts.

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