The Transition Finance Playbook A practical guide for financial institutions

Year Published

2025

Contributing Organizations

Accounting for Sustainability (A4S)

Institute for Sustainable Finance

Type of Resource

Guidance

Languages

English

Relevant Topics

Core Topic

Transition Finance

Target Audience

All

Relevant Geography

North America

Resource Description

This resource offers 14 practical tips to help financial institutions scale credible transition finance, structured across six areas: governance, scope definition, internal capacity, due diligence, monitoring, and systemic change. It includes case studies from CDPQ, OMERS, and Co-operators, and offers practical tools, market insights, and resources.

Why This Matters

The Playbook supports institutions in overcoming barriers like emissions stigma and data gaps to help close the US$200 trillion climate financing gap by 2050.

Key Insights

Recommends securing executive support, evolving governance, and aligning internal teams
Suggests defining scope using third-party frameworks and eligibility criteria
Advises segmenting portfolios, creating transition vehicles, and embedding targets in underwriting
Encourages tracking progress with diverse metrics
Promotes collaboration with peers and policymakers to drive system-wide change

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