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ELFA's ESG Committee designed the ESG Fact Sheet to create more consistency and efficiency in ESG disclosure and engagement between investors and the companies to which they lend. The resource can be used for leveraged finance companies across sectors, and serves as a general guide on issues that investors are focused on and would expect to find in market-leading ESG disclosures. It is important to note that the resource should be viewed in the context of the circumstances of each individual borrower, and is by no means intended to reflect a “one size fits all” approach to ESG disclosure.

This document has been drafted by ELFA’s ESG Committee for trial use during a four-week period of public consultation with an aim to develop the resource in light of the feedback provided to us as part of this process.

The initial draft has been compiled from input from credit analysts, portfolio managers, and ESG specialists, and with reference to guidance from the Principles for Responsible Investment (PRI). The PRI’s initial discussion guide, developed as part of its ESG in credit risk and ratings project, can be accessed here.

We intend to reschedule the postponed ESG Disclosure Roundtable event with the PRI for the autumn, and following that meeting, based on information gained, we expect to further refine and enhance this resource.

This document has been drafted by ELFA for use during a four-week period of public consultation and trial use with an aim to develop the resource in light of the feedback provided to us as part of this process. Comments should be sent to Sabrina Fox, Executive Adviser to ELFA (sfox@elfainvestors.com), no later than 6pm on Friday, 3 July 2020. 

After we have received feedback during this process, we intend to publish together with the PRI further enhanced and refined guidance and resources, including sector-specific guidance developed by way of the ESG Disclosure Roundtables. The Loan Market Association is also joining in this initiative.

We expect to further refine and enhance this resource, and create sector-specific guidance, based on information gained during the ESG Disclosure Roundtable event with the PRI. Investors wishing to participate in the ESG Disclosure Roundtable should contact Carmen Nuzzo, Head of Fixed Income for the PRI (carmen.nuzzo@unpri.org). Priority registration will be given to ELFA members and PRI signatories.


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