Sustainable finance strategy execution 2.0: Connecting the dots

By Jeffrey Colin | Associate Partner

Read the full white paper here.

Executive summary

European financial institutions have made significant strides in embedding sustainability into their strategies, aligning with investor, customer, and regulatory expectations. However, the transition from ambition to execution remains a complex challenge. At Valcon, we support financial institutions in bridging this gap, helping them deliver on their sustainability commitments through a structured approach that integrates strategy, planning and execution.

In this white paper, we outline the key stages of implementing sustainable finance strategies, ensuring alignment with external reporting requirements such as the Corporate Sustainability Reporting Directive (CSRD). From aligning policies with commitments to setting actionable plans, establishing metrics, managing risks and maturing reporting processes, Valcon provides tailored solutions to help financial institutions achieve their sustainability goals.

Our expertise includes:

  • Policy Alignment: Ensuring commitments are reflected in actionable policies and roadmaps.
  • CSRD-Ready Reporting: Translating sustainability strategies into measurable KPIs and closing reporting gaps.
  • Nature and Biodiversity Metrics: Guiding institutions in setting targets for emerging sustainability areas.
  • Risk Management: Developing intuitive tools for assessing climate-related risks.
  • Impact Management: Streamlining ESG data processes and governance for effective impact monitoring.
  • Holistic Reporting: Maturing data quality and governance to meet EU Taxonomy and Pillar III requirements.

While articulating sustainability ambitions are relatively straightforward, delivering on them requires significant organisational change, process optimisation and data management. Valcon partners with financial institutions to navigate these complexities, enabling them to manage risks, measure impacts, and report progress with confidence.

To read the full white paper and explore how we help financial institutions turn sustainability ambitions into actionable results – click here.

To speak to someone at Valcon about how financial institutions can structure their operations to meet their sustainability goals and ambitions, please get in touch with [email protected]

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