WeeFin supports the review of the UK Governance Code to promote a more sustainable and transparent approach that is adapted to the current challenges of the financial sector.

The UK is moving towards a green taxonomy to steer investments into sustainable activities. At WeeFin, we've responded to this consultation, drawing on our expertise with the European taxonomy. Explore our responses in this blog and learn how this initiative could reshape sustainable finance in the UK.

The Paris Agreement marks its 10th anniversary in 2025, providing an opportunity to reflect on the progress made by countries and the financial sector in addressing climate challenges. Over the past decade, sustainable finance has grown significantly, driven by an increasingly structured regulatory framework.

Against a backdrop of accelerating digital transformation, financial institutions face critical challenges in managing their ESG data. From data collection to regulatory compliance, discover the major challenges of data management.

Sustainable finance is evolving rapidly, and regulators are keeping pace. Our latest analysis delves into a crucial topic: the regulation of ESG rating providers in the European Union and the United Kingdom.

Have you been hearing a lot about green bonds towards the end of the year 2024? There's a good reason for that. With the "European Green Bond Standard" coming into effect in December, they are at the heart of regulatory news.

Enhancing shareholder engagement requires resources, increased collaboration, and regulatory support. This webinar highlights the approaches of CDC and FIR, along with tools such as WeeFin to centralize and effectively measure efforts.

Adopt a strategic vision of responsible investment with the Stewardship Code.

80%—this is the percentage of financial players that promote engagement as a core element of their sustainability strategy, according to a 2024 study by WeeFin covering 50 financial entities. This increasingly common strategy among financial actors, when accompanied by best practices not yet mandated by regulation, could play a driving role in the shift toward more sustainable finance.

The expectations of asset holders and regulators regarding environmental, social, and governance (ESG) criteria have evolved significantly, pushing investors toward greater transparency and accountability. However, ESG analysts face challenges due to the complexity and inefficiency of shareholder engagement processes. Digitalization could transform these practices to enhance their impact.

The FCA introduced new rules aimed at enhancing transparency for funds marketed in the UK with sustainability claims. Weefin has prepared a guide containing all the information you need to know about these rules.

ESMA has published new guidelines on the use of ESG terms in fund names, to combat greenwashing. Funds must now prove that at least 80% of their investments are aligned with ESG characteristics, or that at least 50% of their investments are sustainable, or risk having to modify their strategy or change their name.

WeeFin offers a comprehensive analysis of climate risks, covering their definition, their concrete impact, current regulations, and the maturity of financial players in the face of these challenges. Manuel Coeslier, Lead Expert in Climate and Environment at Mirova, shares his expertise to enrich this study.

Asset managers and institutional investors operate in an increasingly competitive environment where sustainability has become a priority for differentiation.

On March 26 and 27, 2024, WeeFin spoke at the Time to Change forum, an event dedicated to climate transition and green finance.

On April 25, 2024, WeeFin spoke at the 19ᵉ annual Forum des Investisseurs Institutionnels de l'AGEFI.

On May 22, WeeFin took part in the Investment Day organized by Finance Innovation.

While European regulations are attempting to provide a framework for the booming sustainable finance sector, major challenges remain, including the risk of greenwashing and the need for a common language.

Our second educational guide on biodiversity is available for download.

In 2019, Switzerland, a long-standing player in the financial sector, committed to achieving zero net greenhouse gas emissions by 2050. Finance represents a significant lever for action in achieving its climate objectives. Find out more about the various standards already in place and those to come.

The DNSH test is an important but often misunderstood concept in sustainable finance. It is essential to define sustainable investments according to the SFDR and the European Taxonomy.

Integrating ESG controversy monitoring into the investment process is crucial to identifying and anticipating environmental, social and governance risks, and thus avoiding negative impacts on companies and investors.

Shareholder engagement is essential to sustainable investment strategies, enabling investment companies to influence corporate ESG decisions. However, the absence of a robust engagement strategy can give rise to the risk of greenwashing.

How can climate risks be taken into account in the insurance sector? Analysis by WeeFin experts.

ESMA has published its final report on the guidelines that financial players will have to follow when using sustainability-related terms in the naming of their funds. Read our analysis.

In June 2023, WeeFin published the Sustainable Finance Barometer, revealing that the majority of Article 8 and 9 funds did not have ambitious exclusion policies for coal and unconventional energy. New analysis shows an improvement and highlights that exclusions based solely on percentage of sales are ineffective, calling for exclusions to be integrated into more comprehensive engagement processes.

Download our study on the Taskforce on Nature-Related Financial Disclosures (TNFD).

Download our study on the Transition Plan Taskforce (TPT).

What are the major stages of ESG data processing that financial actors face?

Download our first biodiversity guide.

2024 marks a pivotal year for financial players in the UK. Previously overlooked, sustainability is poised to become one of the cornerstones of the UK regulatory framework. For instance, the TCFD report has been mandated for certain financial players, and sustainability disclosure standards are set to be adopted by the UK government. WeeFin offers an overview of sustainability requirements in the UK.

The CSRD is the new directive imposed on companies in Europe. But what does it actually entail? And what impact will it have on financial companies? Weefin takes a analysis.

ESG practices are gaining momentum: an analysis by WeeFin reveals significant progress among certain funds. These results highlight the possibility of rapid improvement in sustainable strategies, emphasizing the importance of expertise and regulatory compliance.

Is TCFD reporting still useful? Our WeeFin experts shed light on the subject.

For more than two years, the notion of transition to a low carbon economy has been a key issue. Its inclusion in the regulations and market initiatives is forcing financial players to grasp its scope and determine how to integrate transition effectively into the management of their portfolios.

WeeFin takes a closer look at current European regulatory requirements and the methods used by asset management companies to integrate gender equality into their investment strategies. To illustrate our analysis, we were fortunate enough to interview Aurélie Baudhuin, Director of Socially Responsible Investment at Malakoff Humanis.

Download our analysis of the Task Force on Climate-related Financial Disclosures (TCFD) for UK asset managers.

Download our analysis of the new regulation in the UK: the Sustainability Disclosure Requirements (SDR).

Between the desert and the jungle, financial market players are struggling to find their way through the ESG data sets on offer. WeeFin invites you to take a closer look at an alternative solution that is still under-utilized, but which could help overcome the many obstacles to data access: public sources.

WeeFin helps you understand what an ESG controversy case is, and how to build a strategy to avoid investing in companies that may find themselves caught up in environmental and social scandals.

Aurélie Baudhuin emphasizes the function of the SRI label, which is currently a process label. For this reason, Malakoff Humanis has set a target of obtaining the label each year, in order to guarantee the internal process that has been put in place. However, as this label is not a content label, it does not justify results on any particular SRI theme, including parity. It is therefore necessary to look elsewhere. And above all, set an example for the companies you invest in by promoting professional equality within your management company!

Financial initiatives, biodiversity-focused product offerings, commitments to nature... finance seems to be getting into fighting order to combat the sixth mass extinction of species that is unfolding before our eyes. But is this really the case? Léo Fargeas, Head of R&D at WeeFin, signs this editorial to help financial players seize the biodiversity challenge before it's too late.

With the imminent implementation of sustainability requirements in the UK, the set of regulatory rules is becoming increasingly complex. WeeFin helps you understand these new proposals and navigate between the European and Anglo-Saxon environments.

The Toward Sustainability label and the SRI label: two labels for two positions. WeeFin explains the latest developments in these two labels and compares their standards.

The commission is proposing regulations aimed at increasing the transparency of ESG ratings to help investors make more informed decisions.

The AMF is introducing Supervision of Operational and Thematic Practices, or "SPOT" controls, into its control arsenal. Weefin accompanies you in the analysis of these June results, concerning SPOT controls on portfolio management companies' compliance with contractual extra-financial commitments.

As part of the tightening of minimum requirements for PRI reporting, the UN PRI platform opened on June 14, marking the start of the 2023 edition! Weefin is here to help you discover what's new!

Download our sustainable finance barometer, which takes stock of the current state of sustainability policies and suggests concrete avenues for improvement.

Often criticized and even taken to court by NGOs, the European green label is struggling to find its place in the practices of financial institutions. Yet the initial potential of the Taxonomy is undeniable.

In recent weeks, a succession of regulatory changes have been unveiled. But in practice, what should be done?

It is becoming necessary for financial actors to take ownership of and integrate climate issues into the heart of their investment strategy, especially with the development of regulations, such as the European Green Pact and Article 29 LEC, which require actors to measure the alignment of their investments/portfolios with low-carbon temperature trajectories. This measurement can be done through the Alignment-Climate metric which allows financial actors to respond to several challenges and issues.

The EET aims to facilitate the exchange of ESG data between the different market players in order to have an overview of the ESG strategy of financial products. It is not a regulatory obligation but a market standard.

What is the definition of a sustainable investment? Faced with a lack of guidelines from the regulator, financial actors use various analysis methodologies, with qualitative, quantitative, internal and external data... which can lead to confusion and very different practices.

In March 2021, Level 1 of the SFDR regulation, whose philosophy is to provide more transparency on the responsible investment strategy of financial actors and products, comes into force and introduces the notion of Material Adverse Impact (MAI).

Orpea, the world's leading group of nursing homes and private clinics, is at the heart of a controversy following the publication of the book Les Fossoyeurs on January 26, 2022. This book, based on three years of investigations, describes a system where hygiene, medical care and meals for residents of the Orpea group's nursing homes are sometimes "rationed" in order to improve the group's profitability by reducing costs.

Download our Alignment-Climate study conducted by WeeFin's ESG experts.

Download our study carried out with Colombus Consulting, which allows you to take advantage of the lessons learned from the implementation of MiFID II and to better define the process of compliance of financial institutions with the European regulation on sustainable finance.

What are the solutions for taking biodiversity into account in the investment chain? What is the level of maturity of tools and data providers on this major issue? Download our study on the tools available to measure the impact or risk related to biodiversity.

Replay of our webinar. While the RTS have been published and the level 1 is in application since March 10, confusion remains on the planning and actions to be taken now for SFDR.

Many of you ask us about the details of the technological features of our Orion and ESG Connect platforms and whether we use APIs. This article aims to provide all the answers to your questions by first introducing APIs in a general way and then detailing their uses.

The new European regulations are challenging financial players on transparency in reporting. Private equity players, who have not been subject to market reporting obligations until now, will be faced with the problem of accessibility of data for the evaluation of ESG indicators.

Institutional investors, increasingly mature in 2020, are experimenting massively with prospective scenario analyses but often confuse them with stress tests.

According to AXA IM's Q1 2020 equity and bond market analysis, companies with the highest ESG scores proved more resilient to the market crash due to the coronavirus than those with the lowest scores.

The last three months have been marked by a strong mobilization of French regulators which resulted in the publication of numerous regulatory texts on sustainable finance and climate. WeeFin has summarized for you the 4 key measures of the regulators.

Twice as many measurements in one year but heterogeneous methodologies...

The carbon footprint is the first indicator used by investors to measure the contribution to global warming of each stock in a financial portfolio. How does it work? What are its drawbacks?