Resources

Suitable for each financial service provider, this guidelines template describes in details the elements to take into account when designing tailored client-centric products that meet the needs of the target segments. The document takes into account the FSP's strategy and presents a step by step process with templates, examples and relevant questions. It is useful for both institutions with existing mechanisms and those starting to implement a product development policy.

Un modelo en español, que cada institución financiera puede adaptar a su nivel, para controlar sus riesgos ambientales, mejorar su desempeño ambiental y reforzar la resiliencia de sus clientes. La política ambiental permite integrar el medio ambiente en el análisis y el seguimiento de las operaciones crediticias, en los casos en que las actividades financiadas pueden generar contaminación y, sobre todo, enfrentarse a una mayor vulnerabilidad climática.

Appendix E of the Environmental Policy Template for a Financial Service Provider

A template in English, in the form of a ready-to-use table, where each action is coded, described, dated, and rated in terms of expected value and actual value, with fields for justifying discrepancies and recommendations. This sheet enables the financial service provider to operationalize its environmental policy in the field, standardize monitoring by credit teams, and document progress/compliance with clients.

Appendix C of the Environmental Policy Template for a Financial Service Provider

A template in English for translating the environmental policy into a monitoring table (specific objectives, target, activities, budget, responsibilities, and timetable) with examples of pre-filled objectives. This tool helps financial service providers prioritize, budget, and manage their commitments in a measurable way by establishing a clear planning-execution-monitoring cycle.