Sustainability management financial institution rea consult

Sustainability Managementfor Financial Institutions

Content

• Purpose

• Sustainability Management for Financial Institutions

• About

Jul 2016 REA Consult – Sustainability Management 2

PurposeMotivation and objectives

Jul 2016 3REA Consult – Sustainability Management

Purpose


Having many years of experience with the European finance sector, I want

to personally engage into sustainable development in emerging markets. I

aim at supporting financial institutions to implement an impacting, life

changing financial system for future generations. – Rachel Andalaft, REA Consult

Introducing myself and my mission…

SustainabilityManagementConcept and benchmarking


Sustainability Management


Monitoring & Evaluation

Sustainability

Climate Change

Diversity Poverty

Social Responsi

bility

Creditworthiness

Reporting

• Rating

• Corporate governance

• Financial Reports

• References

• Standards

• Investors Relations

Financial Institutions look up to development banks as a reference for social responsibility

and sustainability. Such scrutiny requires robust Monitoring & Evaluation and Reporting

systems in place:

Monitoring and Evaluation


Sustainability

Poverty Social Responsibility Climate Change

Diversity

Creditworthiness

Sustainability management requires the

structuring of a Monitoring and Evaluation

system, enabling both internal steering and

external promotion

All extracts in reference to benchmarking development banks

Reporting


Reporting

Rating

Gover-nance

Fin. Reports

References

Standards

Investors Relations

Sustainability concerns a

wide range of

stakeholders and is the

most transparent

indicator which financial

institutions are held

responsible for

Examples from IDB and EIB

Implementation Process


Sustainability Management

Process

Step 1

structure corporate governance

structure standards (UN PRI, Equator

Principles)

Step 2

consolidate decision making

processes

engage risk committees

engage executive leadership

Step 3

align with project selection criteria

have functional Go / No Go

process in place

lessons learned procedure for No Gos

Step 4

implement monitoring process

for ongoing projects

engage risk management

leadership during M&E

Step 5

establish steering committee for

internal reporting

define external reporting goals and

agenda

manage external reporting agency

What to expect


Benefits for financial institutions

Revenue growth by developing new

products and markets and by

attracting new social-environmental

businesses

Enhanced risk management through

extended social-environmental due

diligence

Access to both public and private

capital in assisting the organization in

meeting its stock exchange listing

requirements

Cost savings and efficiency through

better-managed organizations

Key success factors

Start simple, but start!

Commitment from upper

management

Close cooperation with risk

management

Lead by example: get employees

involved

Transparency to clients

Ratings, Standards and Benchmark


Ratings

Standards

Benchmark

KfW

Oekom

AboutIntroducing REA Consult


About

Rachel Andalaft

Founder and Consultant at REA Consult

Certified in Mergers and Acquisitions and in Climate&Renewables

Finance by the Frankfurt School of Finance and Management

Industrial Engineering and Management Logistics

(São Paulo University / Stuttgart University)

REA Consult – Sustainability Management 13Jul 2016

Nationality Education Professional experience

Overview on Competencies

REA Consult – Sustainability Management 14Jul 2016

Lenders

Investors

PC/VC

Utilities & Industries

SME (seller side)

Corporate SustainableInvestments

Renewable Energy

Mergers and Acquisitions

Contract and RiskManagement

Finance and Commercial Management

Monitoring, Evaluation & Reporting

Strategy and Rollout

ServicesSectors Clients

REA Consult – Sustainability Management 15

www.rea-consult.com

[email protected]

São Paulo, Brazil | Cologne, Germany

Jul 2016

http://www.rea-consult.com/

Investor Relations

Sustainability management financial institution rea consult