Office of Strategic Environmental Management
Note: EPA no longer updates this information, but it may be useful as a reference or resource.
Why more assets are invested, at least in part, using environmental criteria in Europe than in the United States is the focus of a recently released EPA Financial Markets Workgroup report.
View and print report (PDF) (97 pp, 1.14 MB)
EPAs Financial Markets Workgroup has formed partnerships with a diverse group of financial sector representatives and senior corporate environmental managers. Early on, these partnerships consisted largely of roundtables and other events. They examined ways to use EPA and other environmental performance information in investing, underwriting, and lending analyses and decision-making. Today, the workgroups partnership activities consist largely of small groups exploring ways to make EPAs environmental information more useful to the financial sector.
EPA Information in Financial and Investment Analyses
Using EPA environmental information in financial and investment analyses was the focus of a June 19, 2008, dialogue session at the EPA Region 2 offices in New York. Conducted as part of EPAs Office of Environmental Informations National Dialogue on Access to Environmental Information, the session was cosponsored by the New York Society of Security Analysts (NYSSA); AIG provided financial support. Participants included representatives of EPA, investment companies, wealth advisors, insurance companies, pension funds, and public interest groups. The session resulted in multiple recommendations on ways to make EPA environmental information more useful to the financial sector.
The Use of Corporate Environmental Information in Financial Decisions
The market value of environmental management and performance was the subject of a panel discussion on June 12, 2007, at EPAs offices in Arlington, Va. Also discussed were actions EPA can take to help make environmental management and performance a more standard part of investing, underwriting, and lending analyses and decision-making. EPA and the Agencys Environmental Financial Advisory Board (EFAB) cosponsored the event. Participants included representatives of EPA, ratings analysts, equity brokers, and insurance and banking company representatives.
View and print the sessions summary (PDF) (27 pp, 273 KB)
Integrating Environmental Performance in Investment Analyses
How environmental management and performance influence investment decision-making was the focus of a roundtable discussion on April 19, 2007, at EPA Headquarters in Washington, D.C. The discussion explored the materiality of environmental information to investment decision-making. Participants included representatives of EPA, financial services firms, major corporations, and environmental management firms.
View and print the sessions background paper (PDF) (12 pp, 217 KB)
View and print the sessions summary (PDF) (14 pp, 69 KB)
Finance and Corporate Governance Training
Financial analyses and corporate governances key concepts and terms were the subject of a January 23, 2006, seminar delivered to EPA and state environmental regulators at the 2006 Innovations Summit in Denver, Colo. The seminar explained the financial expectations placed on corporate executives and managers and how these expectations guide their behavior.
View and print the presentation slides from the seminar (PDF) (101 pp, 12.4 MB)