Providing the knowledge required to navigate ESG risks and opportunities, since 1998.

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Product

Policy Outlook

Monitor and respond to regulatory change in sustainable finance and corporate responsibility. Receive information and in-depth analyses tailored to your needs.

Service

Regulatory Implementation

We develop customized regulatory implementation strategies that align with your institution’s priorities and needs.

The first binding regulations deriving from the EU Action Plan on Sustainable Finance demand that financial institutions adapt a series of policies, management processes, marketing materials, and disclosure processes by 2021.

Product

Monitoring Peer Policies

Learn from the environmental and social (E&S) policies and frameworks of a variety of leading global banks and insurers. Receive detailed analyses and stay up to date with the newest developments.

Service

ESG Risk Management

We support risk management and compliance units in establishing the necessary frameworks to conduct environmental and human rights due diligence and risk assessments. We also assess potentially controversial companies, countries, and sectors.

The G7, OECD, and the United Nations expect corporations to address and avoid adverse impacts in their business relationships and investments. Being linked to environmental and human rights issues may lead to financial losses, reputational damage, regulatory sanctions, or even litigation.

Product

The ECOFACT Quarterly

Subscribe to the ECOFACT Quarterly, the ESG briefing covering high risk sectors, emerging risks, and how your peers are responding.

Service

Portfolio Screening

We help you to identify criteria in line with international and national standards and determine your unique tolerance to risk as an asset owner, lender, or underwriter.

We screen client portfolios as well as equity and debt portfolios consisting of both listed and non-listed entities.

Screening investment and client portfolios for environmental and human rights risks is no longer a matter of personal preference and values. Regulation requires financial institutions to assess potentially controversial companies they invest in or support.

About ECOFACT

ECOFACT has been helping clients to understand environmental and human rights risks in their business relationships with companies, since 1998.

We conduct market-leading research and provide advice to support our clients in addressing strategic questions such as:

  • What do regulators and standard-setters expect of you?
  • Which ESG issues require your attention and why?
  • How are your peers approaching these challenges?

Our input allows clients to efficiently develop their sustainable finance and/or corporate responsibility strategies—and operate the corresponding management systems.

ECOFACT is a signatory of the United Nations Global Compact and the Principles for Responsible Investment, and is a member of Swiss Sustainable Finance.

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Insights

January 3, 2020

It’s All Change in 2020

October 10, 2019

Norm-based Screening May Not Be What You Think It Is

Events

Knowledge Sharing

ECOFACT hosts three events annually that facilitate
knowledge sharing among peers and experts:

Policy Outlook Conference

This full-day conference connects you with peers and experts from the fields of public policy, legal & compliance, corporate responsibility, and sustainability to explore how financial firms are addressing corporate responsibility regulations.

Organized in collaboration with UBS and the Policy Outlook Members.

Register your interest

Our Roundtables

The Environmental and Social Risk (ESR) Roundtable provides an opportunity for peers to discuss the challenges that arise as E&S issues are further integrated into financial institutions’ business with corporate clients.

The Reputational Risk Management (RRM) Roundtable is a platform for dialog and knowledge sharing on common and best practices in reputational risk management in the financial sector.

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Contact us

info@ecofact.com
Tel: +41 44 350 60 60

ECOFACT AG, Stampfenbachstrasse 42,
8006 Zurich, Switzerland

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ECOFACT’s ambition is to be a catalyst in the transition towards a sustainable economy. We write, organize events, develop products and services. Be the first to know.