Strategic Focus: Climate And ESG Disclosures For Financial Institutions
Access this research
Access all Corporate Sustainability Leaders content with a strategic subscription or buy this single report
Need help or have a question about this report? Contact us for assistance
Executive Summary
Financial institutions – which for the purposes of this report encompass banks, private equity firms and insurers – are playing a critical part in the transition to a low-carbon economy. Given the importance of their role, these firms are coming under new regulatory pressures, aimed at preventing greenwashing and bringing transparency to ESG and sustainability claims. This report provides sustainability and ESG leaders at financial service firms with insights into how to adapt and enhance their internal processes and information systems to enable better decision-making and mitigate the risk of regulatory non-compliance.Disclosure requirements can be organized into four broad categories
Complex disclosure challenges are compounded by political tensions surrounding ESG
Firms must broaden their digital capabilities to overcome reporting challenges
Figure 2. Climate-related disclosures
Figure 3. ESG and sustainability disclosures
Figure 4. Fund classification regulations
Figure 5. Supply chain disclosure regulations
Figure 6. Most significant challenges for ESG and sustainability performance improvements
Figure 7. Importance of data from internal applications for ESG reporting and sustainability performance
Figure 8. Most important software characteristics for financial service firms
About the Authors
Luke Gowland
Senior Analyst
Luke is a Senior Analyst at Verdantix, specializing in ESG and sustainability reporting software and financial ESG. He advises both technology buyers and software vendor and s...
View Profile
Kim Knickle
Research Director
Kim Knickle is a Research Director at Verdantix, bringing more than two decades of analyst experience to the evolving world of sustainability. Her current research spans ESG a...
View ProfileOther related content
The European Union Deforestation Regulation (EUDR) has been delayed again – this time just three months before its planned implementation in December 2025. This marks the second ye...
09 October, 2025
The sustainability reporting and data management software landscape continues to evolve rapidly as firms adapt to regulatory uncertainty, rising stakeholder expectations and the ne...
03 October, 2025
The role of the EHS and Sustainability leader has never been more complex — or more critical. No longer confined to compliance, today’s leaders must influence strategy, unite globa...
Upcoming / 06 November, 2025
Buildings account for over one-third of global energy-related carbon emissions, making them a critical focus for decarbonization. Yet for many organizations, the path forward feels...
Upcoming / 29 October, 2025
2025 shook sustainability to its core. Policy disruption, program cancellations, and fragmented strategies have left leaders facing the toughest Board conversations in years. As 20...
09 October, 2025