Australian Housing Dynamics and Affordability
ANZ SDG BOND PROGRAMME OVERVIEW
ANZ SDG Bond Framework
Aligned to the UN SDGs and updated to align
to the 2018 ICMA Principles and Guidelines
Obtained a second party opinion from
Sustainalytics¹ to confirm alignment of the
ANZ SDG Bond Framework with the 2018
ICMA Principles and Guidelines (this opinion is
available on the ANZ Debt Investor website)
Obtained pre-issuance assurance from Ernst &
Young (EY)2 to confirm that the allocation of
proceeds to eligible assets has been done in
accordance with the ANZ SDG Bond
Framework. ANZ will continue to obtain
assurance on an annual basis (these
assurance statements are available on the
ANZ Debt Investor website)
Governance
ANZ's SDG Programme adheres to the four
pillars:
1. Use of Proceeds -
。 Project Finance loans, Corporate loans
and ANZ expenditures aligned to the
Eligible Categories
o Corporate loans must have a definable
purpose that derive at least 90% of
their revenue from activities in the
Eligible Categories
2. Process for Evaluation & Selection -
o 9 of the 17 SDGs were selected based
on ANZ's business activities and
operations
3. Management & Tracking of Proceeds
。 Green Bond Working Group ensures
proceeds remain allocated
。 Monthly monitoring of the eligible asset
register/pool
。 Unallocated proceeds: to be invested in
cash or Government/Semi-Government
securities only
4. Reporting & Disclosures
。 Semi-annual Use of Proceeds reports
。 Annual Impact reports
。 Assurance statements, second party
opinions and the SDG Bond Framework
on the Debt Investor website
Progress
Issued first SDG Bond in February 2018
Reported/reporting Use of Proceeds reports
semi-annually (on the ANZ Debt Investor
website)
Published Inaugural Impact report in July 2019
(on the ANZ Debt Investor website)
Evolved the Eligible Asset pool from EUR925m
at issuance to EUR2,096m as at 30 September
2019 (this is an increase of EUR1,171m)
1. Currently, the provider of the Sustainalytics opinion is not subject to specific regulatory or other regime or oversight and that opinion is provided for information purposes only and on a no
liability basis.
2.
The Ernst & Young Assurance is subject to the specific scope, limitations, assumptions and qualifications set out in it, including that Ernst & Young does not accept or assume any responsibility
to any third parties
ANZ
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