- Ethical Investment Research Services (EIRIS)
A UK charitable organisation aiming to produce information required to apply ethical criteria to investment and identify alternative investments for ethical investment.
- Ethics & Compliance Initiative (ECI)
A membership association and research institution that empowers organisations to build and sustain the programs that are proven to increase integrity in organisations.
- EU Corporate Sustainability Reporting Directive (CSRD)
CSRD defines the rules of the EU on disclosure of non-financial and diversity information by certain large companies.
- EU Green Bonds Standard (EUGBS)
A voluntary standard to help scale up and raise the environmental ambitions of the green bond market.
- EU Markets in Financial Instruments (MiFIR) – Regulation (EU) No 600/2014
A cornerstone of the EU’s regulation of financial markets seeking to improve their competitiveness by creating a single market for investment services and activities and to ensure a high degree of harmonised protection for investors in financial instruments.
- EU Markets in Financial Instruments Directive (MiFD)
A European regulation that increases transparency across the European Union’s financial markets and standardizes the regulatory disclosures required for firms operating in the European Union.
- EU Sustainable Finance Disclosure Regulation (SFDR)
A set of EU rules which aim to make the sustainability profile of funds more comparable and better understood by end-investors.
- Euronext Vigeo Eiris Indices
A set of indices of the 120 highest-ranked listed companies according to their ESG performance.
- European Financial Reporting Advisory Group (EFRAG)
A private association established in 2001 with the encouragement of the European Commission to serve the public interest.
- Event Studies
Event studies measure the stock market’s reaction to news or events, and are used by researchers to measure whether corporate actions or governance changes are increasing or decreasing share value.
- Exclusion / Exclusionary screening
The exclusion from a fund or portfolio of certain activities or practices based on specific ESG criteria or the investor’s personal values or beliefs.
When an investor decides to sell all or a significant portion of their stake in a company for cash, debt, or shares of a different company.
- Exit strategy
The way in which a VC/PE fund or business owner plans to sell their share in an investment.
- Faith-based investing
Faith-based investments align with the principles of certain religious groups.
- Financing round
Any time a company raises money in a structured manner, usually with a target number of shares at a desired price per share.
- Freshfields Paper
A report analysing the law in 11 global investment hubs.
- FTSE ESG Index Series
A series of investment indexes created by FTSE Russell based on ESG data models.
- FTSE4Good Index Series
A series of ethical investment stock market indices with inclusion based on a range of Corporate Social Responsibility criteria, launched by the FTSE Group.
- General Partner (GP)
The entity that manages a private equity firm.
- General Partner Commitment
The amount of invested capital expected from the general partner.