How we Support Your Shift to Sustainable Finance | Expert Advice

The shift towards sustainable financial models in the banking industry is in full effect. Therefore, the full integration of socio-environmental and governance criteria into day-to-day business activities and the design of the products and services now seems inevitable. 

Backed by our ESG expert knowledge and industry-leading experience, the RBI ESG Group Competence Center supports our clients with up-to-date ESG know-how and tailor-made professional consultancy services on the path toward carbon neutrality. We truly believe that with our ESG advisory services we are taking a crucial step toward mitigating risk and building sustainable value in ESG transformation of our clients.    

Sustainable Customers and Transactions  

We support our Institutional Clients in developing proper methodology to identify sustainable transactions based on international sustainable standards (EU Taxonomy, ICMA Green and Social standards), as well as support in developing internal scoring for ESG performance, customer pitch books for sustainable finance solutions and train relationship managers with RBI ESG experts.    

ESG Products and Sales Development 
 
We help our customers in analyzing existing financial products and market potential, estimating balance sheet potential for ESG product development, advising on the selection of the most popular ESG products and successful ESG sales strategies as well as supporting with ESG products related trainings.    

Sustainable Businesses and Projects 
 
Assess existing portfolios for green and social purpose, drafting a sustainable finance policy, conducting coaching and training sessions to raise internal awareness on ESG emerging trends, reporting frameworks, ESG rating agencies and institutional investors as well as supporting with the Second Party Opinion selection and moderate the SPO process. We’re here to support.    

Sustainable Bond Structuring 
 
We assist training and coaching sessions in analyzing existing portfolios for the use of proceeds, identification of internal processes setup and reporting preparation, support in drafting bond framework, SPO selection and process as well as support in allocation and impact reporting.    

ESG Strategy and Transformation Journey 
 
You are not alone in assessing and developing an in-house ESG strategy, building brand recognition competence and changing the mindset or support in ongoing ESG related processes and sustainability trends.  

ESG rating  

We here to support and advise you in the selection of the most prominent ESG rating agencies, reporting obligations and standards as well as ESG related questions.    

EU Taxonomy and ICMA Green and Social Standards 
 
If you need help with training sessions on ICMA Green and Social Standards, EU Taxonomy, portfolio analysis and identification of eligible deals as well as developing an internal ESG rulebook – just ask.  

Ongoing development to build ESG Strategy, awareness, products and businesses  
 
We support with dedicated educational sessions to raise internal awareness and transfer the knowledge on important ESG topics, as well as updates on ongoing sustainability trends and regulations (ECB, EBA, EU Commission).