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Industry Focus

Financial Services

Financial services companies play a unique role in corporate responsibility and sustainability: They must address their own corporate responsibility, and they must invest in and serve clients in ways that promote sustainable, ethical, and responsible growth across the entire economy.

Financial Services Overview


How We Work


BSR members include the majority of the world’s largest financial services companies. We support them in addressing core corporate responsibility topics and sector-specific issues, and connecting environmental, social, and governance (ESG) issues affecting other sectors to financial services companies.



Our Focus


  • Corporate ESG integration
  • Disclosure and transparency
  • Responsible investing
  • Financial education, literacy, and access
  • Governance and ethics
  • Sustainable supply chain


Resources


Financial Services Members

  • American Express Company (AmEx)
  • Bank of America Corporation
  • Bloomberg L.P.
  • BNP Paribas S.A.
  • BNY Mellon
  • Brookfield Asset Management, Inc.
  • Capital One Financial Corporation
  • Edmond de Rothschild Group
  • Franklin Templeton Investments
  • General Atlantic
  • Generation Investment Management LLP
  • The Jordan Company
  • Kohlberg Kravis Roberts & Co. L.P.
  • KSL Capital Partners, LLC
  • Mastercard International Incorporated
  • Mitsubishi UFJ Financial Group
  • Mizuho Financial Group, Inc.
  • Moody's Corporation
  • Morgan Stanley
  • Norinchukin Bank
  • Oak Hill Capital Management LLC
  • Ontario Teachers' Pension Plan Board
  • PayPal
  • PIMCO
  • The PNC Financial Services Group Inc
  • Roark Capital Management, LLC
  • Rockefeller & Company
  • Scotiabank
  • State Street Corporation
  • TD Bank Group
  • Visa Inc.
  • Warburg Pincus
  • Wells Fargo & Company
  • Zurich Insurance Group Ltd.

See All BSR Members

Collaborative Initiatives on Financial Services

Business Action for Women

Business Action for Women

A coalition of business leaders driving progress for women

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Future of Internet Power

Future of Internet Power

An internet powered by 100% renewable energy

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Future of Reporting

Future of Reporting

Sharing reporting best practices to improve sustainability performance, enable informed decision-making, and influence the future of the reporting field

Read More 


Global Impact Sourcing Coalition

Global Impact Sourcing Coalition

A forum of the world's leading companies committed to incorporate and scale impact sourcing as a business strategy—ending poverty through procurement.

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Healthy Business Coalition

Healthy Business Coalition

Convening cross-industry leaders to expand health and well-being across entire value chains

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HERproject™

HERproject™

Unlocking the full potential of women working in global supply chains through workplace programs promoting health, financial inclusion, and gender equality

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Human Rights Working Group

Human Rights Working Group

Working to implement the UN Guiding Principles on Business and Human Rights across all industries

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Net Positive Project

Net Positive Project

Working for a world where companies drive financial success and create "net positive" impacts by putting back more into society, the environment, and the global economy than they take out

Read More 



See All Collaborative Initiatives

Meet the Team for Financial Services

Charlotte Bancilhon

Charlotte Bancilhon

Associate Director

Paris


Chhavi Ghuliani

Chhavi Ghuliani

Associate Director

New York


Laura Gitman

Laura Gitman

Chief Operating Officer

New York


Nandini Hampole

Nandini Hampole

Manager, Private Equity

New York


John Hodges

John Hodges

Managing Director

New York


New York


Tokyo


San Francisco


Marcela Pinilla

Marcela Pinilla

Manager, Financial Services and Impact Investing

New York


Jeremy Prepscius

Jeremy Prepscius

Vice President, Asia-Pacific

Hong Kong


Talk to Us  
Contact the Financial Services team with any questions.

Our Insights on Financial Services

How Private Equity Can Address TCFD and Climate Change

Blog

How Private Equity Can Address TCFD and Climate Change

What courses of action will help private equity firms address climate risks and opportunities in an actionable, meaningful way? BSR suggests two types of approach.

Read More 


How Private Equity Firms Can Develop Responsible Investing Policies

Blog

How Private Equity Firms Can Develop Responsible Investing Policies

A responsible investment policy is a private equity firm's commitment to incorporate ESG factors into investment decisions to better manage risk and generate sustainable, long-term returns. Our white paper outlines guidance for private equity firms on a straightforward approach, relevant principles, and practical tips to use in developing a responsible investment policy.

Read More 


ESG in Private Equity: How To Write a Responsible Investment Policy

Reports

ESG in Private Equity: How To Write a Responsible Investment Policy

Over the past 10 years, the private equity sector has seen responsible investment approaches move from exception to expectation. Formalized integration of environmental, social, and governance (ESG) considerations is becoming the norm. For all firms, a meaningful policy is fundamental to responsible investment and ESG integration.

Read More 


A New Transparency Challenge for Business and Human Rights

Blog

A New Transparency Challenge for Business and Human Rights

There is an urgent need to enhance disclosure practices across all industries that receive requests for data and assistance from law enforcement agencies.

Read More 



See All Insights