Poli­cy Paper: Reco­g­nis­ing impact inves­t­ing in the EU Sus­tainable Finan­ce framework

With this publi­ca­ti­on, BIII pres­ents tog­e­ther with BAI a con­cre­te pro­po­sal for how impact inves­t­ing can be reco­g­nis­ed as a distinct invest­ment stra­tegy within the EU Sus­tainable Finan­ce frame­work. The paper advo­ca­tes for a non-bin­ding, prin­ci­ples-based gui­dance that sup­ports the inte­gra­ti­on of impact inves­t­ing into exis­ting EU regulation.

The paper out­lines key prin­ci­ples and qua­li­fy­ing cri­te­ria to estab­lish a com­mon under­stan­ding of impact inves­t­ing in Euro­pe. It pro­vi­des a refe­rence frame­work based on exis­ting mar­ket stan­dards to enable first steps into impact inves­t­ing and fos­ter mar­ket development.

In addi­ti­on to gui­ding inves­tors and asset mana­gers, the paper sup­ports poli­cy­ma­kers in alig­ning EU efforts with glo­bal deve­lo­p­ments – ther­eby streng­thening the EU’s lea­der­ship in sus­tainable finance.

The publi­ca­ti­on also marks the launch of a broa­der dia­lo­gue: BIII is actively see­king sup­port­ers and endor­sers to joint­ly advo­ca­te for grea­ter reco­gni­ti­on of impact in finance.