Editorial section

Standards

The complete framework of DFI, ISO, GRI, TCFD, EU taxonomy and international standards. The only space where each lender and each framework is detailed by name.

Articles

Long reads

19 / 14 published

E&S categorisation of projects: A, B or C, who decides and on what criteria

An infrastructure project often mobilises several financiers. Each applies its own E&S risk categorisation grid. On a single project, labels may diverge. Understanding who decides and on what criteria avoids unpleasant surprises in due diligence.

7 July 202610 min

DFI E&S Audit: Preparing for Field Due Diligence

Due diligence does not stop at financial close. Throughout the life of the loan, the lender's technical adviser returns to the field to verify that commitments made on paper are also kept on the construction site. A well-prepared monitoring mission passes without incident. A mission endured reveals gaps that no one saw coming.

18 June 202610 min

PS1-compliant ESMS: building the document system without bureaucratic overload

Performance Standard 1 requires a management system, not a pile of binders. Yet many projects respond to the requirement with volume. They produce a hundred documents that no one re-reads and believe themselves compliant. True compliance rests on a few well-articulated components, scaled to actual risk.

2 June 202610 min

AfDB Operational Safeguards: a reading guide for practitioners

The African Development Bank has overhauled its Integrated Safeguards System. The current version comprises ten Operational Safeguards instead of five. For practitioners, the challenge is not to relearn everything, but to know how to read the framework without confusing numbers or logic.

19 May 202610 min

Comparison of IFC PS and World Bank ESS: correspondences and gaps

Eight Performance Standards on one side, ten Environmental and Social Standards on the other. At first, one assumes it is simply a difference in numbering. In co-financing, this illusion proves costly. The two frameworks share a common lineage, but not always the same addressee, scope or instruments.

30 April 202611 min

OECD and UN Global Compact: two complementary frameworks for internationally active companies

The OECD Guidelines for Multinational Enterprises and the ten principles of the UN Global Compact are the two international ethical frameworks most widely referenced in E&S dialogue. They do not replace technical standards but structure the expectations regarding governance, human rights and responsible conduct that any international operator must understand.

20 April 202610 min

EU Taxonomy: technical criteria and implications for African projects financed by European DFIs

The EU Taxonomy was designed to structure sustainable finance within the European Union. Its application to African projects financed by European DFIs raises several operational questions. The technical criteria, designed for European contexts, require adaptations to remain relevant without losing their rigour.

17 April 202611 min

TCFD: the climate reporting framework increasingly integrated by DFIs

The Task Force on Climate-related Financial Disclosures transformed climate reporting in less than a decade. Born from a Financial Stability Board initiative, its recommendations have become the global reference. For an infrastructure operator, mastering this framework has shifted from optional to structural.

14 April 202611 min

GRI Standards: How to Structure a Credible Sustainability Report

The GRI Standards are the most widely used framework for sustainability reporting worldwide. Their architecture was stabilised with the 2021 revision, and their articulation with other frameworks (TCFD, ESRS, SASB) has become considerably clearer. Producing a GRI report that delivers value requires understanding their logic, not just their form.

12 April 202611 min

ISO 45001: occupational health and safety management in infrastructure projects

Occupational health and safety are not managed through posters and personal protective equipment. They require a management system, in the strict sense of the term. ISO 45001, published in 2018, provides the internationally recognised framework. Its articulation with DFI PS2 requirements structures the approach of infrastructure operators.

9 April 202610 min

UNCDF: E&S framework for inclusive development projects

The United Nations Capital Development Fund is the only UN agency that provides direct capital (grants, loans and guarantees) to local authorities and SMEs in the least developed countries. Its E&S framework must reconcile the rigour of international standards with the reality of its beneficiaries' often limited institutional capacity.

7 April 20269 min

UKEF: environmental and social principles applied

UK Export Finance is one of the world's most active export credit agencies. Its E&S framework combines strict adherence to the OECD Common Approaches and specific commitments, particularly on climate, which have evolved significantly since 2020. For an exporter or purchaser of British equipment, understanding this framework is operationally essential.

4 April 20269 min

Proparco and BPI France: their E&S requirements for financed projects

Proparco and BPI France are two French financial institutions with complementary mandates, both active in international markets with structured E&S requirements. Understanding both institutions helps project sponsors choose the right counterpart and prepare the right file.

2 April 202610 min

BII's E&S requirements: what project sponsors need to know

British International Investment is the UK's bilateral development lender. Present since 1948 under different names (CDC Group until 2022, BII since), it invests heavily in Africa and South Asia. Its E&S requirements are broadly aligned with international standards but present specific emphases that deserve to be understood.

30 March 202610 min

ISO 14001: the environmental management system and its implications for DFI projects

ISO 14001 is neither a lender nor a shortcut to DFI compliance. It is a management grammar that infrastructure companies benefit from mastering, provided they know what it covers, what it does not cover, and how it combines with the frameworks that banks require.

21 January 202613 min

The African Development Bank Operational Safeguards: a practical guide

On the African continent, the AfDB is one of the most active infrastructure lenders. Its Integrated Safeguards System, revised in 2023, governs a portfolio spanning energy, transport, water, agriculture and urban development. The new architecture, comprising ten Operational Safeguards, is closer to the IFC framework whilst retaining African specificities that must be mastered in due diligence.

18 January 202611 min

The Equator Principles: project categorisation and obligations of signatory banks

The Equator Principles are neither a regulation nor a technical framework. They are voluntary commitments that signatory banks impose on themselves to manage the E&S risks of their project finance. Their reach, however, is immense: they condition access to private credit for the majority of large infrastructure projects.

16 January 202611 min

The World Bank's Environmental and Social Framework: from the legacy OP/BP to the ESS

The World Bank replaced its historical operational policies in 2018 with a new Environmental and Social Framework. The change opened a considerable work programme in borrower countries: new obligations, new deliverables, new allocation of responsibilities. Six years on, the transition is largely complete, but watch-points remain.

13 January 202612 min

The IFC Performance Standards: understanding the complete framework and its 8 standards

The IFC Performance Standards are the most widely used reference framework in the world for managing the environmental and social risks of infrastructure projects. Their reach extends far beyond the IFC: signatory banks to the Equator Principles, co-financiers, aligned bilateral lenders—all rely on them. Mastering their architecture means understanding the common grammar of projects under international financing.

11 January 202614 min