edmcouncil / fibo

The Financial Industry Business Ontology (FIBO) defines the sets of things that are of interest in financial business applications and the ways that those things can relate to one another. In this way, FIBO can give meaning to any data (e.g., spreadsheets, relational databases, XML documents) that describe the business of finance.
https://spec.edmcouncil.org/fibo/
MIT License
336 stars 69 forks source link

LOAN-169 - Add a new ontology for concepts specific to green loans (WIP) #2067

Closed ElisaKendall closed 2 weeks ago

ElisaKendall commented 4 weeks ago

The EDM Council has several emerging concepts related to sustainability and ESG. Some of these require definitions including 'green loan', 'sustainability-linked loan', and 'transition loan'. Several additional clauses are needed with respect to contracts and/or loans in general that we do not currently have, such as 'Purpose / use of proceeds', 'Information undertakings/covenants', and Disclosures. Also needed is the notion of a key performance indicator, etc.

Relevant resources: https://www.lsta.org/content/sustainability-linked-loan-principles-sllp/ https://www.lsta.org/app/uploads/2023/02/LSTA-Sustainable-Lending-Library.pdf https://www.addleshawgoddard.com/en/insights/insights-briefings/2020/financial-services/green-loans-and-sustainability-linked-loans-what-is-the-difference/ https://www.icmagroup.org/assets/documents/Regulatory/Green-Bonds/LMA_Green_Loan_Principles_Booklet-220318.pdf