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Developing Sustainable Energy Investment (SEI) metrics, benchmarks, and assessment tools for the financial sector

Ziel

The challenge we aim to address in this project is the lack of investment in sustainable energy and energy-efficient assets from public and private financial institutions. The core approach of the project is to define what a sustainable asset and a sustainable investment portfolio is, and to develop an assessment framework in order to allow financial institution to measure their ‘performance’ and set progress targets vis-à-vis energy-climate goals. This approach builds on the research done over the past few years by various organizations. The project will develop an assessment framework allowing investors to measure and manage their ‘climate performance’ (i.e. their exposure to sustainable energy and energy efficiency investments). This framework will include a translation of climate-energy investment roadmaps into targets for the finance sector, an assessment methodology for assets (e.g. equity shares in companies), and an assessment methodology for investment portfolios. The project will embed the framework into the standard toolbox used by investors to inform their asset allocation strategy, which will include an upgrade of databases used by investors; the integration of Sustainable Energy Investment performance metrics into portfolio optimisation tools, in order to allow investors to optimize climate and financial performance at the same time; and SEI benchmark indices in order to allow asset owners to integrate climate goals in the mandates of asset managers. The project will lead to several publications and a series of workshops with practitioners on Sustainable Energy Investment Metrics including a study on the risk-adjusted returns of SEI strategies; a study dealing with the implications of SEI metrics for financial policy-makers; and various workshops across Europe involving experts and financial institutions, to discuss methodological options, train practitioners on the assessment frameworks, and get feedbacks from road tests.

Wissenschaftliches Gebiet

Programm/Programme

Thema/Themen

Aufforderung zur Vorschlagseinreichung

H2020-EE-2014-2015

Andere Projekte für diesen Aufruf anzeigen

Unterauftrag

H2020-EE-2014-3-MarketUptake

Finanzierungsplan

CSA - Coordination and support action

Koordinator

ASSO 2 INVESTING INITIATIVE
Netto-EU-Beitrag
€ 1 346 628,75
Adresse
15 RUE DES HALLES
75001 Paris
Frankreich

Auf der Karte ansehen
Region
Ile-de-France Ile-de-France Paris
Aktivitätstyp
Other
Links
Gesamtkosten
€ 1 346 628,75

Beteiligte (9)

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Letzte Aktualisierung: 8 August 2022

Mein Booklet

Permalink: https://cordis.europa.eu/project/id/649982/de

European Union, 2024