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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


Our Insights on Financial Services

Inside BSR: Q&A with Paloma Muñoz Quick

Blog

Inside BSR: Q&A with Paloma Muñoz Quick

This month's Inside BSR features Paloma Muñoz Quick, an Associate Director in our NYC office. She shares how her life in Chile and Brazil fostered her interest in tackling systemic injustice, her work on investor action on human rights, and how working at BSR supports her commitment to protecting human rights.

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Human Rights Are Not Just an “ESG Factor”

Blog

Human Rights Are Not Just an “ESG Factor”

The notion that investors should use environmental, social, and governance (ESG) considerations to inform their decision-making is having a moment. This is undoubtedly a good thing but there is a risk that fundamental concepts—like the responsibility of business to respect human rights—may get lost in the process.

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BSR Submission to EU Social Taxonomy Process

Reports

BSR Submission to EU Social Taxonomy Process

BSR's submitted feedback to the EU Social Taxonomy Process, an effort initiated under a mandate from the European Commission Platform on Sustainable Finance to ensure that vital social aspects of sustainability are integrated into the EU’s Taxonomy Regulation.

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Reimagining Investment: Human Rights in Venture Capital

Blog

Reimagining Investment: Human Rights in Venture Capital

The increasingly widespread media coverage of surveillance and spyware technologies has put a spotlight on the role of private equity firms, including venture capital (VC) investors, in financing human rights abuses. How can VC firms meet their human rights responsibilities?

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What Companies Need to Know about the International Financial Reporting Standards Foundation

Blog

What Companies Need to Know about the International Financial Reporting Standards Foundation

The International Financial Reporting Standards (IFRS) Foundation is exploring whether and how to set up an International Sustainability Standards Board (ISSB). We discuss three opportunities and risks that businesses should know about the potential new sustainability standards.

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Six Things Business Should Know About the EU Taxonomy

Blog

Six Things Business Should Know About the EU Taxonomy

Companies based in, doing business with, and with investors in the EU will need to pay attention to the EU Taxonomy and its impact on investments.

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Larry Fink Adds His Voice to the Call for Business Transformation

Blog

Larry Fink Adds His Voice to the Call for Business Transformation

Companies and their leaders need to articulate ambitious transformation plans to navigate and participate in the push from “shareholder capitalism,” past “ESG shareholder capitalism,” and toward a just, sustainable, and thriving world.

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Investors Are Committing to Action on Diversity. Now What?

Blog

Investors Are Committing to Action on Diversity. Now What?

Amid a wave of societal commitments to action on diversity, equity, and inclusion (DEI) and racial justice, investors are stepping up commitments and vowing to intensify engagement with companies on DEI.

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See All Insights

Financial Services Members

  • American Express Company (AmEx)
  • Bank of America Corporation
  • Baring Private Equity Asia
  • BC Partners
  • Blackrock, Inc.
  • Bloomberg L.P.
  • BNP Paribas S.A.
  • Brookfield Asset Management, Inc.
  • General Atlantic
  • Generation Investment Management LLP
  • HarbourVest Partners, LLC
  • Kohlberg Kravis Roberts & Co. L.P.
  • Long Arc Capital
  • Malayan Banking Berhad
  • Mastercard International Incorporated
  • Meta Financial Group, Inc.
  • Mitsubishi Estate Co., Ltd.
  • Mizuho Financial Group, Inc.
  • Moody's Corporation
  • Morgan Stanley
  • Newlight Partners LP
  • Norinchukin Bank
  • Oak Hill Capital Management LLC
  • Ontario Teachers' Pension Plan Board
  • PayPal
  • PIMCO
  • The PNC Financial Services Group Inc
  • Primavera Capital
  • Resona Asset Management, Ltd.
  • Roark Capital Management, LLC
  • Scotiabank
  • Silicon Valley Bank
  • Siris Capital
  • State Street Corporation
  • TD Bank Group
  • TowerBrook Capital Partners
  • Viking Global Investors
  • Visa Inc.
  • Warburg Pincus
  • Wells Fargo & Company
  • The Western Union Company

See All BSR Members

Collaborative Initiatives on Financial Services

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

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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

Read More 


HERproject™

HERproject™

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

Read More 


Human Rights Working Group

Human Rights Working Group

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

Read More 



See All Collaborative Initiatives

Meet the Team for Financial Services

New York


New York


New York


Chhavi Ghuliani

Chhavi Ghuliani

Director, Partnership Development

New York


Laura Gitman

Laura Gitman

Chief Operating Officer

New York


John Hodges

John Hodges

Vice President

New York


New York


Paloma Muñoz Quick

Paloma Muñoz Quick

Associate Director

New York


Asako Nagai

Asako Nagai

Managing Director

Tokyo


Jeremy Prepscius

Jeremy Prepscius

Vice President, Asia-Pacific

Hong Kong


Mariana Riquelme

Mariana Riquelme

Manager, Energy, Extractives, and ESG

New York


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