Resources

The Equator Principles, in collaboration with the United Nations Environment Programme Finance Initiative (UNEP FI), has released a new publication to support EPFIs in identifying, assessing and managing nature‑related risks in project-related finance, and also across broader financial activities.

A Good Practice Note providing detailed guidance on the E&S Agent’s responsibilities in managing the Environmental and Social workstream and fulfilling associated requirements throughout the project funding lifecycle.

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A Good Practice Note to cover the most material environmental and social (E&S) risks, and good practice in their management, with respect to financing of movable maritime assets (i.e. vessels and mobile offshore units with an IMO number), covering the whole life cycle of the asset (i.e. from ‘cradle to grave’).

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For EP4, a Guidance Note to support the understanding, development and implementation of Climate Change Risk Assessments as required under Principle 2.

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For EP4, this document provides guidance and associated templates to support consistent application of the EP by EPFIs. Guidance is provided specifically in relation to the SoW for the development of ESIA by the Borrower as required under Principle 2. For ease of use, this is part 1 of a 2-part Guidance, which replaces the previous single note “Guidance Note: To Support Effective Consistent Application of the Equator Principles”. Part 2 is called “Guidance Note: On the Selection and Scope of Work for Lender’s Independent Environmental and Social Consultants”.

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For EP4, this document provides guidance and associated templates to support consistent application of the EP by EPFIs. The document provides guidance specifically in relation to the selection, SoW and terms of reference for IESCs undertaking Environmental and Social Due Diligence and monitoring on behalf of EPFIs as defined under the EP. For ease of use, this is part 2 of a 2-part Guidance, which replaces the previous single note “Guidance Note: To Support Effective Consistent Application of the Equator Principles”. Part 1 is called “Guidance Note: On Environmental and Social Impact Assessment Scope of Work”.

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A suite of tools to enhance access to effective grievance mechanisms (GM) and enable effective remedy. They are intended to guide users at various stages of the project finance transaction and due diligence process, particularly for higher-risk projects where project-level grievance mechanisms are required or suggested, and adverse human rights impacts may be most likely to occur.

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A Best Practice Note to support project developers and financial institutions to better understand biodiversity baseline survey timelines and best practices for the purpose of minimizing risk of delay and added costs during finance opportunities that fall within the scope of the Equator Principles.

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For EP4, a Guidance Note to support the implementation of the Equator Principles (EP) requirements. It includes specific modules on scope, climate change (Principle 2 & Annex A of the EP), Designated Countries and applicable standards (Principle 3), and reporting (Principles 5, 10 & Annex B of the EP).

For EP4, a Guidance Note to support EPFIs’ understanding of the biodiversity reporting requirements (Principle 10 & Annex B of the EP).

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For EP4, a Guidance Note to support Clients’ understanding of the biodiversity reporting requirements (Principle 10 & Annex B of the EP).

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For EP4, a Guidance Note to support EPFIs on the requirements for “Stakeholder Engagement” where projects may affect Indigenous Peoples communities (Principle 5).

For EP4, a Guidance Note to support the requirement that each Client is expected to conduct Human Rights due diligence in line with the UNGPs and to document that process in it’s Assessment Documentation (Principle 2).

For EP4, a Guidance Note for Consultants to support their engagement with EPFIs when undertaking a Review (Principle 7).

For EP4, a Guidance Note providing an overview of the EP and their applicability to certain financial transactions and services, along with template contractual provisions for EPFIs to refer to in connection with (and adapt for use in) financing agreements.

For EP4, guidance to support EPFIs, Consultants and Clients to implement the EP through the challenging circumstances presented by the global pandemic.

External Guidance produced by the OECD. A Guidance Note providing an overview of good practice for banks, Export Credit Agencies or other entities acting in the role of Environmental and Social Agents on behalf of a Lenders’ Group. The Equator Principles produced their own Good Practice Note in 2025, which is now available on the EP website.