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SEI Metrics

Developing Sustainable Energy Investment (SEI) metrics, benchmarks, and assessment tools for the financial sector

Total Cost €

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EC-Contrib. €

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Partnership

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Project "SEI Metrics" data sheet

The following table provides information about the project.

Coordinator
ASSOCIATION 2 INVESTING INITIATIVE 

Organization address
address: 97 RUE LA FAYETTE
city: PARIS
postcode: 75010
website: n.a.

contact info
title: n.a.
name: n.a.
surname: n.a.
function: n.a.
email: n.a.
telephone: n.a.
fax: n.a.

 Coordinator Country France [FR]
 Project website http://www.seimetrics.org
 Total cost 2˙498˙253 €
 EC max contribution 2˙349˙378 € (94%)
 Programme 1. H2020-EU.3.3.7. (Market uptake of energy innovation - building on Intelligent Energy Europe)
 Code Call H2020-EE-2014-3-MarketUptake
 Funding Scheme CSA
 Starting year 2015
 Duration (year-month-day) from 2015-03-01   to  2018-02-28

 Partnership

Take a look of project's partnership.

# participants  country  role  EC contrib. [€] 
1    ASSOCIATION 2 INVESTING INITIATIVE FR (PARIS) coordinator 1˙346˙628.00
2    FRANKFURT SCHOOL OF FINANCE & MANAGEMENT GEMEINNUTZIGE GMBH DE (FRANKFURT AM MAIN) participant 185˙625.00
3    WWF DEUTSCHLAND DE (BERLIN) participant 178˙750.00
4    KEPLER CAPITAL MARKETS SA FR (PARIS) participant 153˙750.00
5    SOCIETE DE MATHEMATIQUES APPLIQUEES ET DE SCIENCES HUMAINES FR (PARIS) participant 152˙875.00
6    CLIMATE BONDS INITIATIVE UK (LONDON) participant 141˙875.00
7    WWF EUROPEAN POLICY OFFICE BE (BRUXELLES) participant 117˙250.00
8    CDP WORLDWIDE (EUROPE) GEMEINNUTZIGE GMBH DE (BERLIN) participant 72˙625.00
9    UNIVERSITAT ZURICH CH (ZURICH) participant 0.00

Map

 Project objective

The challenge we aim to address in this project is the lack of investment in sustainable energy and energy-efficient assets from public and private financial institutions. The core approach of the project is to define what a sustainable asset and a sustainable investment portfolio is, and to develop an assessment framework in order to allow financial institution to measure their ‘performance’ and set progress targets vis-à-vis energy-climate goals. This approach builds on the research done over the past few years by various organizations. The project will develop an assessment framework allowing investors to measure and manage their ‘climate performance’ (i.e. their exposure to sustainable energy and energy efficiency investments). This framework will include a translation of climate-energy investment roadmaps into targets for the finance sector, an assessment methodology for assets (e.g. equity shares in companies), and an assessment methodology for investment portfolios. The project will embed the framework into the standard toolbox used by investors to inform their asset allocation strategy, which will include an upgrade of databases used by investors; the integration of Sustainable Energy Investment performance metrics into portfolio optimisation tools, in order to allow investors to optimize climate and financial performance at the same time; and SEI benchmark indices in order to allow asset owners to integrate climate goals in the mandates of asset managers. The project will lead to several publications and a series of workshops with practitioners on Sustainable Energy Investment Metrics including a study on the risk-adjusted returns of SEI strategies; a study dealing with the implications of SEI metrics for financial policy-makers; and various workshops across Europe involving experts and financial institutions, to discuss methodological options, train practitioners on the assessment frameworks, and get feedbacks from road tests.

 Deliverables

List of deliverables.
Code portfolio assessment Other 2019-05-31 11:50:31
Adapting and extending existing energy roadmaps Documents, reports 2019-05-31 11:50:32
Risk/returns of SEI investing Documents, reports 2019-05-31 11:50:29
Turning roadmaps into targets Documents, reports 2019-05-31 11:50:35
SEI assets methodology (beyond corporate) Documents, reports 2019-05-31 10:51:36
Report on road-tests and trainings (assets) Documents, reports 2019-05-31 10:51:30
SEI assets methodology Documents, reports 2019-05-31 10:51:37
SEI portfolio metrics Documents, reports 2019-05-31 10:51:33
Trainings on climate standards Documents, reports 2019-05-31 10:51:37
State-of-the-art review of climate standards Documents, reports 2019-05-31 11:50:28
Portfolio optimization tools Websites, patent fillings, videos etc. 2019-05-31 11:50:28
Action Papers Documents, reports 2019-05-31 11:50:31
Financial policies recommendations Documents, reports 2019-05-31 11:50:25
Report on consultations Documents, reports 2019-05-31 11:50:32
SEI benchmark index Websites, patent fillings, videos etc. 2019-05-31 11:50:37
SEI Roadmap and Targets for FI Documents, reports 2019-05-31 10:51:26
SEI/Carbon Data and standards for investors Documents, reports 2019-05-31 11:50:27
Carbon/climate data needs for investors Documents, reports 2019-05-30 11:33:03
SEI portfolio metrics methodology (draft) Documents, reports 2019-05-30 11:33:02
Report on road-tests and trainings (portfolio) Documents, reports 2019-05-30 11:33:03
SEI corporate assets methodology (draft) Documents, reports 2019-05-30 11:32:59

Take a look to the deliverables list in detail:  detailed list of SEI Metrics deliverables.

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The information about "SEI METRICS" are provided by the European Opendata Portal: CORDIS opendata.

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