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As part of our commitment to integrating ESG and sustainable financing into the core strategy of the bank, we are seeking your expertise in developing a Sustainable Finance Strategic Tool in Excel that will serve as a sophisticated monitoring and reporting mechanism. This tool will be crucial in tracking and ensuring the achievement of our long-term Sustainable Finance KPIs, with a 2030 target, along with intermediate and annual milestones.
Objectives of the Tool
The primary goal of this tool is to:
• Monitor the bank’s sustainable finance contributions across multiple business units.
• Track progress against long-term (2030), intermediate, and annual KPI targets.
• Aggregate all sources of sustainable finance transactions to provide a comprehensive progress overview.
• Classify and visualize the distribution of sustainable finance activities (e.g., Green, Social, and Sustainability-linked assets).
• Support decision-making by ESG and Strategy Office teams through interactive charts and dashboards.
Key Components & Functionality
1. Data Input & Integration
The tool should allow for data entry and integration from multiple sources, including but not limited to:
• Corporate Lending (Sustainability-linked loans, Green Loans, Social Loans)
• Retail Lending (Green mortgages, Electric Vehicle financing, Sustainability-linked credit products)
• Treasury & Capital Markets (Green Bonds, Social Bonds, Sustainability Bonds, Sukuk, ESG-related investments)
• Project Finance (Mobilized funding for renewable energy, green infrastructure, social impact projects)
• Other Sustainable Financial Instruments (Sustainability-linked derivatives, carbon credits, etc.)
Each financial source should be classified as per international sustainable finance taxonomies (e.g., EU Taxonomy, ICMA Green & Social Bond Principles, local regulatory requirements).
2. KPI Tracking & Target Monitoring
• The tool should allow input of long-term (2030), intermediate (e.g., 2025), and annual KPI targets.
• Dynamic tracking of progress against these targets with real-time updates when new sustainable finance transactions are logged.
• Ability to set thresholds and alerts when targets are at risk of being unmet.
3. Asset Classification & Breakdown
• Breakdown of financial activities into Green, Social, and Sustainability-linked categories.
• Categorization based on sector, impact area, financial product type, and SDG alignment.
• Automatic classification per international frameworks (e.g., Green Loan Principles, Sustainability-linked Loan Principles).
4. Interactive Dashboards & Visualization
• Summary Dashboard displaying progress toward 2030, intermediate, and annual targets.
• Charts & Graphs for different financial instruments and their contributions.
• Breakdown of sustainable finance transactions per business unit.
• Progress toward the target KPI (%) for each sustainable finance category.
• Comparative analysis of annual achievements vs. projections.
• Heatmaps to identify gaps and areas requiring additional efforts.
• Scenario Analysis & Forecasting:
• Tool should allow forecasting based on historical data and estimated future mobilization.
• Ability to run sensitivity analysis on different financing scenarios (e.g., impact of issuing a new Green Bond).
5. Automated Reporting & Export Functionality
• Automated quarterly and annual reports based on updated data.
• Excel to PowerPoint export capability for presentations to senior management.
• Ability to generate custom reports per department or business unit.
6. User Access & Permissions
• Multi-user access with controlled permissions (ESG Team, Strategy Office, Finance, Risk, etc.).
• Version control & audit trail to track data changes.
Additional Features for Future Scalability
• Integration with internal systems (e.g., risk management, finance, and reporting platforms).
• API readiness for future linkage with ESG data management tools.
• AI-driven insights to suggest areas of improvement in sustainable finance strategy.
** FEEL FREE TO REFER TO SCOPE 3 EMISSIONS CALCULATOR FOR REFERENCE AS WELL AS KT MAY HELP IN UNDERSTANDING THE COMPREHENSIVE TOOL
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