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La Guía para la Gestión del Desempeño Social y Ambiental

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578 resultados

Tools & Templates

Client-Centric Product Development Guidelines

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.

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Tools & Templates

Politique Environnementale pour une institution financière

Un modèle en français, à adapter au niveau de chaque institution financière, pour maîtriser ses risques environnementaux, améliorer sa performance environnementale et renforcer la résilience de ses clients. La politique environnementale permet d’intégrer l’environnement dans l’analyse et le suivi des opérations de crédit, là où les activités financées peuvent générer de la pollution, et surtout faire face à une vulnérabilité climatique accrue.

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Tools & Templates

Modelo de Política Ambiental para una institución financiera

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.

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Tools & Templates

Environmental Policy Template for a Financial Service Provider

A template in English, to be adapted to the level of each financial service provider, to manage its environmental risks, improve its environmental performance, and strengthen the resilience of its clients. The environmental policy makes it possible to integrate the environment into the analysis and monitoring of credit operations, where the activities financed may generate pollution and, above all, face increased climate vulnerability.

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Tools & Templates

Client Environmental Action Plan Tracking Sheet Template

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.

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Tools & Templates

Environmental Indicator Tracking Table Template

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

A template in English that links each objective to a specific indicator, measurement frequency, previous and current results, variation in results, target value, sources of information, and the person responsible—in order to provide clear and comparable monitoring over time. This tool helps financial service providers standardize communication (reporting), facilitate decision-making, and equip teams to monitor results.

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Tools & Templates

Environmental Policy Implementation Plan Template

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.

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Tools & Templates

Environmental Risk Assessment and Management Template

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

An operational template in English to structure the identification of environmental risks (institutional and customer-related), their classification according to their level of risk and decision-making (impact × management level), and then guide the follow-up actions to be taken (awareness-raising/training or action plan with mitigation measures and monitoring).

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Tools & Templates

Environmental Exclusion List Template

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

A template in English that combines a general framework with an example tailored to financial service providers (FSPs), in order to clearly specify the activities that the FSP will not finance. The exclusion list aims to reduce environmental risks while taking into account the realities of the FSP's clients, and applies directly to the FSP's credit policy.

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Tools & Templates

Modèle de fiche de suivi des plans d'action environnementaux des clients

Annexe E du modèle de Politique Environnementale pour une institution financière

Un modèle en français sous la forme d'un tableau prêt à l’emploi où chaque action est codée, décrite, datée et notée en valeur prévue puis valeur réalisée, avec des champs de justification des écarts et des recommandations. Cette fiche permet à l’institution d’opérationnaliser la politique environnementale sur le terrain, de standardiser le suivi par les équipes crédit et de documenter les progrès/conformités avec les clients.

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