Consulting services on ESG integration for regional banks and building societies

• Determination of ambition level, strategic guidelines and financial performance
• Integration of the sustainability perspective into strategy projects
• Strategic sustainability assessment

Contact : Ulrich Hoyer, Partner

• Chatbot survey to determine the institution’s level of maturity

Contact: Marco Zimmer, Partner, Thomas Reimler, Senior Manager; Antje Axmann, Managerin; Anna Wessels, Managerin

• Chatbot survey on the sustainability typology of employees and customers

Contact: Prof. Dr. Joachim Hasebrook, Senior Manager / akademischer Leiter der zeb.business.school; Thomas Reimler, Senior Manager; Antje Axmann, Managerin; Anna Wessels, Managerin
 

• Creation of unique selling propositions (USPs) in ESG-oriented competition
• Generation of income and profits through ESG integration in private and corporate customer products (retail/wholesale)
• Boosting product attractiveness and valuation
• Identification of customers / customer groups with an affinity for sustainability to tap into this potential 

Contact: Ulrich Hoyer, Partner

• Energy efficiency standards in lending decisions
  • Determination of the essential energy efficiency standards or standards for more sustainable construction
  • Analysis of the main key performance indicators (ESG KPIs) for construction financing
• ESG risks in risk management 
  • Advice on the standardized integration of physical and transitory climate risks
  • Evaluation of the loan portfolio under ESG aspects
• ESG data models
  • ESG data inventory development and maintenance for alternative credit risk models such as positive and negative criteria, ESG traffic light system and ESG scoring
• Investment strategy
  • How do building society savings deposits become green?
  • What room for maneuver does the Building Societies Act allow?
• ESG funding
  • Optimal process integration of the KfW energy efficiency programs 
  • Advice on EU-funded green mortgages
• Green covered bonds (Pfandbriefe)
  • Refinancing, e.g. taking into account the EU taxonomy
     

Contact: Marco Zimmer, Partner; Thomas O. Klimpke, Partner; Thomas Reimler, Senior Manager; Antje Axmann, Managerin
 

• Regulatory Hub
  • The Regulatory Hub products “Radar, Monitor and Architecture” provides you with an ongoing up-to-date overview of the constantly growing ESG regulatory environment
  • The main target group for this service are division managers and department heads from regulatory reporting, credit risk, risk controlling and compliance
  • We support you in solving any challenge to meet ESG regulatory requirements 
  • ​​​​​​​​​​​​Access to Regulatory Hub 
• Consulting on regulatory reporting and disclosure
  • ESG impact on minimum capital requirements (“green / brown / taxonomy factor”)
  • Risk management requirements of EBA, ECB, etc.
  • Disclosure in the risk report
• Support for associations in ESG policy field planning and in the development of standards

Contacts: Christian Schiele, Partner; Jacob Kleinow, Manager

Scientific, pragmatic and decision-oriented concept development, creation and implementation of advanced training courses in the field of sustainable finance: 

• in cooperation with leading banking academies, banking associations and individual institutions
• zeb sustainable finance seminars

Client-specific ESG research, e.g.:

• Identification of key ESG KPI data points 
• Reconciliation with existing ESG data in public company databases
• Process definition of ESG data deliveries
• CSR performance indicators: definition, measurement and control for profit-oriented sustainability management

European Banking Study 2020 

• Climate protection – the great game changer
• Policy agenda – ambition and instruments
• Banking agenda – more than greenwashing
• Click here to request the study free of charge

BankingHub – the portal for banking news – is increasingly putting ESG topics center stage, e.g.: 

• European Asset Management Study 2020: “ESG is becoming the new standard and growth driver for net new money, but asset managers are not yet achieving the targets they have set for themselves in terms of a holistic ESG orientation.”

ESG investing: the rise of a new standard – Current ESG trends and future challenges for financial institutions

Contacts: Prof. Dr. Joachim Paul Hasebrook, akademischer Leiter der zeb.business.school; 
Prof. Michael Lister, Head of zeb.campus; Gerd Stickling, Partner; Dr. Ekkehard Bauer, Senior Manager;
Dr. André Hasken, Senior Manager; Jens-Uwe Holthaus, Senior Manager