We provide continuous monitoring and insights for banks, investment managers, and insurance providers on key regulatory frameworks such as the EU Taxonomy, Sustainable Finance Disclosure Regulation (SFDR), and the Corporate Sustainability Reporting Directive (CSRD). Our expertise extends to the ESG market, strategic developments, and broader trends in climate and sustainability.
We offer valuable insight on turning reporting obligations and climate transition planning into opportunities for value creation. These frameworks help future-proof business models and unlock potential in the growing green economy – benefiting financial institutions while facilitating essential transition finance. In fact, mobilizing capital is crucial for the success of the sustainability transition which is why we engage in collaborative effort with stakeholders from the energy and financial sectors.
The following research is backed by our extensive experience in the banking, investment management and insurance sector, combined with our in-depth knowledge of the evolving regulatory environment and the vast global Deloitte expert network.
Series: Pathways to decarbonization
The banking sector is instrumental in enabling investment in decarbonization technology and in innovative business models across industries. Viable, sector-specific pathways are shaped by technological, regulatory, and market factors. Deloitte’s global industry experts have analyzed the drivers in this compilation of insights and outlined potential pathways to decarbonization for hard-to-abate and high-impact sectors.
Compendium: Sustainable finance navigator
This publication provides a repository of all relevant regulations in the area of sustainable finance. It covers the full range of important documents and makes them easily accessible. As well as regulatory publications on initiatives of the EU Action Plan, such as the EU Taxonomy, it includes publications on principles such as the Task Force on Climate-Related Financial Disclosures (TCFD), and the Sustainable Bond Standards and UN Guidelines and Principles.
Study: Insuring the climate transition
The insurance and wider risk management sector stands at a pivotal point, with numerous opportunities to help business shift towards renewable energy sources and low carbon business models. This report focuses on the role of insurance and sector challenges in helping business manage both new and existing transition risks with a focus on hard-to-abate sectors.
Study: A spotlight on emerging approaches to bank transition planning
To gain greater insight into transition plan development across the global banking sector, Deloitte and the Institute of International Finance have teamed up to map out the current state of play in this new and evolving area.
Concept paper: Capital for the energy transition
Following the publication of the joint position paper published by Deloitte, the German Association of Energy and Water Industries (BDEW), and the Association of Local Utilities (VKU), this concept paper specifies how to conceptualize an energy transition fund for Germany.
Point of View: Private Equity for the Municipal Energy Transition
Decarbonizing the energy supply requires substantial investment in sustainable heating infrastructure. Deloitte’s PoV, Private Equity for the Municipal Energy Transition, explores how federal states and municipalities can leverage private equity and outlines the key framework conditions needed for successful collaboration.
Study: Insurance CSRD Survey - Status of implementation into the European insurance industry
Deloitte regularly conducts a CSRD maturity benchmark to gauge market trends. The latest edition reveals the state of progress in autumn 2024 and offers valuable insight into how re/insurers are coping with the new CSRD regulation.
WEB3 Briefing: Financing the Energy Transition – A Boost Through Tokenization
The Deloitte survey reveals considerable interest among private savers in
investment opportunities linked to solar and wind energy production facilities.
Tokenization offers a viable mechanism for capitalizing on this potential.
Report: Financing the Green Energy Transition
This report, the second in the series, details how to de-risk and lower financing costs for green projects, to enable private capital flows and establish a truly dynamic project finance environment.
Survey: ESG Risk Management Survey Re/insurance Market Benchmark
ESG risk is changing how re/insurers think about their business strategy and risk appetite. This is accelerated by increasing regulatory expectations for both qualitative and quantitative assessment. This survey provides a market overview and insight into how re/insurers are currently coping with ESG risk assessment and associated challenges.
Study: Market Study on Principal Adverse Impact Statements.
The study examines the first-time publication of Principal Adverse Impact (PAI) statements in accordance with the Sustainable Finance Disclosure Regulation (SFDR). It uses a combination of quantitative analysis of the statements and interviews with affected companies.
Blog: Integrating ESG in M&A
ESG is of strategic importance in M&A decisions. Its profile is rising throughout the M&A lifecycle and as a transaction driver. This blog informs on current trends and topics at the intersection of M&A and ESG.
Webcast series: Sustainable Finance Update
This Deloitte webcast series provides information on new initiatives and regulations in the field of sustainability.