Head TA | responsAbility investments AG | CH
Building on the experience of working with different types of Financial Institutions across the globe, some key factors can be observed that have proven to be effective in building green portfolios. The below list is non-exhaustive, and the trick is to identify what works best for each institution – there is no one single recipe that works!
– Develop a realistic strategy jointly with relevant (and motivated!) people and put them in charge (as a steering committee). Feel free to reach out to us for guidance and moderation support in this process.
– Define clear green lending targets and then educate and incentivize frontline staff. You might also consider non-monetary rewards such as planting a tree on their behalf to recognize their efforts!
– Identify reference costumers, which are leaders in their sectors and document their green investment by exemplifying the benefits and impact for external but also internal awareness raising.
– Create strategic alliances with technology providers for promotional purposes or consider financing retailers that sell energy efficient technologies.
– Get a training by GCPF energy specialists on how to capture carbon opportunities in your market
– Have department leaders/staff experience clean technologies first hand (for instance by testing energy efficient appliances in their home) to enable them to better sell the product
– Empower people to become green lending champions (through training or participating in the loan officer fidelity program of GCPF – for more details contact: firstname.lastname@example.org )
– Identify representative clients that might be interested/suited for exploratory energy assessments to advise them on potential productivity improvements and energy savings options.
I’m excited about any comment or recommendation from practitioners!
Feel free to consult the Green Lending Toolkit for more ideas and inspiration. The Toolkit contains a practical set of information guides, strategies, training courses and best practice templates. The toolkit has been designed to serve financial institutions, both at the start of their green lending efforts, as well as during growth and expansion of green lending. Please note that access to some content is restricted to registered users only.
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