EFPA ESG Handbook

Since the 2021, the financial industry evolved to include ESG criteria in its
products and processes. Thanks to regulatory pressures and public opinion,
Sustainable Finance is becoming THE new standard for financial centres across
Europe. However, a lack of knowledge and common definitions are still present
to define its key concepts.

Since 2021, EFPA Luxembourg launched an original initiative to democratise
best practices in Sustainable Finance and establish clear and common
definitions for its key concepts. Today, the EFPA ESG Handbook is joined by
more than fifty entities and seventy co-authors sharing the same ambitions.

Over the EFPA ESG Advisor certification, launched in 2021 and owned by more
than 8’000 financial advisors across Europe, the European Financial Planning
Association (EFPA) wants to help to close the gap between the current level of
information and the level necessary due to increasing regulatory requirements
around the integration of ESG criterion. This is why, the EFPA ESG Handbook is
becoming digital, with the addition of a dedicated website to enrich its
content, improve its update, and avoid its obsolescence. On this site and on
top of their handbook, owners of the EFPA ESG Handbook will find enriched
content, a regularly updated information base and practical tools for
filtering the various headings on the site.

History, regulation, investment products, investment process, risk management…
this handbook offers a 360° point of view over the landscape of the Green
Finance. We hope this journey will help the reader to have a better
understanding of what Sustainable Finance means, looking at its framework, its
aims, and its challenges. I wish you a pleasant reading.